智通财经APP获悉，洛阳钼业(03993)现跌超5%，截至发稿，跌4.72%，报5.25港元，报1.76亿港元。
消息面上，刚果(金)政府于2月24日宣布暂停钴出口四个月，2024年该国钴矿产量占全球76%。汇丰研究的研报指出，洛阳钼业2024年通过其TFM和KFM项目生产约11.4万吨钴，公司目前通过其贸易子公司在刚果(金)以外持有约3万吨钴库存，预料足以维持两至三个月的销售，因此预计该出口禁令对洛钼2025年第二季盈利影响可控。
该行认为，TFM和KFM项目经营将如常进行，钴将以氢氧化钴的形式储存在矿场，库存可能持续积累，至今年底可能达到9.8万吨。汇丰研究维持对洛钼的“买入”评级，将2025年钴销售预测从10万吨下调至7.1万吨，相应将今明两年盈利预测下调8%和9%，目标价从7.8港元下调至7.2港元。
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