铜企五大要素变化趋势:中国9家年报全扫描

五矿证券有限公司
17 Apr

事件描述根据已披露年报、布局铜矿的9 家中国企业(紫金矿业、洛阳钼业、江西铜业、云南铜业、中国有色矿业、五矿资源、中国中铁、中国黄金国际、西部矿业等等),我们对其产量、资源量、储量、成本、战略规划等进行分析。事件点评2024 年中国样本企业积极增储。根据公司公告,2024 年样本铜企合计资源量同比+27%,合计储量同比+21%。紫金矿业的铜资源量仍旧保持第一,储量同比增速也领先同行。并购方面,...

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