洛阳钼业(03993)早盘股价上涨9.53%,现报5.40港元,成交额2.17亿港元。
洛阳钼业发布公告,2025年1-3月,公司抓住市场有利时机,全力以赴稳产、增产,公司主要产品铜、钴、铌产品产量同比分别增加15.65%、20.68%、 4.39%,同时受益于各产品销售价格同比全部上涨,公司主要经营指标好于预期,实现年度良好开局。公告称,2025年是实现战略目标达成和高质量发展的关键年,公司持续加快推进扩产项目,实现资源利用价值最大化,为实现新的跨越奠定坚实基础。
太平洋证券4月10日发布研报称,给予洛阳钼业(603993.SH,最新价:6.15元)买入评级。评级理由主要包括:1)铜、钴超产,为实现五年目标打下坚实基础;2)2025年一季度铜、钴价格同比提升,看好铜长期价格中枢上行。风险提示:下游需求不及预期;供给超预期释放;美联储紧缩超预期。
AI点评:洛阳钼业近一个月获得12份券商研报关注,买入8家。
责任编辑:卢昱君
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