汇丰研究的报告指，洛阳钼业(03993.HK) 去年下半年及去年全年业绩大致符合该行预期。该行表示，公司今年的生产指引与去年的生产水平相若。公司计划，在2028年扩大铜的产能至80万到100万吨，其扩张速度视乎资源探索、电力供应的稳定性，以及资金。公司同时维持其不低于40%的派息比率承诺。
该行上调其对公司今明两年的预测5%及15%，主要反映了因近期钴价飙升而提高的钴平均售价假设。该行还预计，由于债务减少，利息支出将降低。该行预期今年的铜和钴的产量按年持平，而各个矿的经营将不受影响。不过因为刚果的钴出口限制，料今年钴的销量会按年跌35%。该行将H股目标价由7.2元升至7.6元，维持评级“买入”。(vc/a)(港股报价延迟最少十五分钟。沽空资料截至 2025-03-24 16:25。)
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