智通财经APP获悉，洛阳钼业(03993)涨超4%，截至发稿，涨4.48%，报6.07港元，成交额1.74亿港元。
消息面上，洛阳钼业近日发盈喜，预计2024年度归属股东净利润为人民币128亿元到142亿元，与上年同期相比，将增加人民币45.50亿元到59.50亿元，同比增加55.15%-72.12%。业绩同比大幅上升的原因系主要产品铜钴产销量同比实现大幅增长，叠加铜产品价格同比上升、降本增效等措施效果明显，使公司实现利润同比增长。
大摩研报指出，洛阳钼业公布去年初步盈利预计达128亿至142亿元人民币，意味着去年第四季盈利将达45亿至59亿元人民币，高于市场预期的约35亿元人民币，相信是受惠于销售量增加以及有效税率从第二及第三季的高位恢复正常。光大证券指，公司两大主力铜钴矿山TFM、KFM扩产蓄势新一轮增长。TFM已形成年产45万吨铜与3.7万吨钴的产能规模。KFM项目目前具备年产15万吨铜、5万吨钴以上的生产能力。根据公司的五年规划：至2028年实现年产铜金属80-100万吨、钴金属9-10万吨、钼金属2.5-3万吨、铌金属超1万吨。公司TFM西区和KFM二期两大新项目已开展前期勘探，见矿效果良好。
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