汇丰研究发表报，受惠金价上升，且产量有重大增长潜力告，首次覆盖招金矿业(01818.HK) 予“买入”评级，目标价17.4元。报告称，招金作为省级国企及内地领先整合金矿商之一，有望受惠于金价利好、良好成本控制、战略伙伴关系以及产量增长潜力。
据该行全球研究首席贵金属分析师James Steel表示，今年金价有望继续受支持，特别是短期而言，受贸易及地缘风险、央行需求持续支持，但美元强势及经济不确定性或限制上行空间。即使假设金价持平，该行料在产量增加及成本控制下，招金2024至2026年间盈利年均复合增长率达39%，主要受多个新项目产量增加所支撑。该行称，与同业比较，招金经营相对不太突出，但认为招金未来经营展望可期，因有进取扩张计划；与紫金(02899.HK) 建立战略联盟；以及具出色成本控制能力，单位成本优势令其定位优于同业。
该行料招金2024至2026年各年每股盈利分别为43分、67分及82分人民币。(da/u)(港股报价延迟最少十五分钟。沽空资料截至 2025-02-07 16:25。)
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