国信证券研报指出,洛阳钼业(603993.SH)24年归母净利润135.3亿元(+64%),Q4公归母净利润52.6亿元(同比-9.4%,环比+84.2%),公司盈利大幅增长除了2023年低基数因素,还有2024年公司两大铜矿满产超产。随着TFM混合矿项目和KFM一期项目建成投产,自2023年开始公司进入产量释放年,是全球大型铜矿企中少有的保持铜高增长的企业,2028年公司铜产量有望达到80-...
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