五矿资源:主力矿山提产降本 公司铜产量增长可期

国信证券
18 Feb

公司主要从事铜、锌等金属的开采业务,铜收入占比76%。公司是一家中大型有色金属矿业公司,主要业务是海外铜、锌等金属矿山的勘探开发,是五矿集团的海外资源整合平台,2024 年铜权益产量26.5 万吨,居国内上市公司第三位,仅次于紫金矿业和洛阳钼业。铜是公司核心品种,2023 年铜占公司营业收入76%,锌占8.3%。核心矿山Las Bambas 铜矿恢复正常运营,产量上升,成本骤降。Las ...

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