东吴证券给予洛阳钼业买入评级,2024年报点评:铜钴矿山表现优异,产量增长志存高远

每日经济新闻
25 Mar

东吴证券03月24日发布研报称,给予洛阳钼业(603993.SH,最新价:8.01元)买入评级。评级理由主要包括:1)公司2024年仍保持“矿山+贸易”现代化矿业模式,矿山铜板块量价齐升叠加贸易量增长带动收入高速增长;2)铜品种产能跻身全球前十,毛利贡献显著,归母净利核心受毛利提升影响表现高增;3)产量短期稳健发展,长期五年规划志存高远。风险提示:市场竞争格局加剧;地缘政治风险;金属价格不及预期。...

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