招金矿业(01818)涨超10%,截至发稿,涨10.2%,报20.85港元,成交额9.81亿港元。
消息面上,招金矿业发布2025年第一季度报告,营业收入30.41亿元(人民币,下同),同比增加53.5%;归母净利润6.59亿元,同比增加197.76%。值得关注的是,受到弱势美元和避险情绪加强提振,近期国际金价屡创新高,纽约期金今早一度站上重要整数关口3500美元/盎司,现货黄金则突破3480美元,年内累计涨超30%。花旗指,公司作为纯金生产商,相信其将受惠于金价上涨,维持集团为首选股。
民生证券此前研报指出,招金矿业持有海域金矿70%的股权,海域金矿目前已全面进入建设快车道,项目有序推进,5条竖井2024年全部贯通,工程进度顺利,TBM顺利完成组装调试,同步始发。项目建成后预计采选规模为1.2万吨/日,达产后可贡献黄金年产量15-20吨,根据可研报告,克金完全成本仅为120元/克,矿山盈利能力优越,海域金矿作为亚洲最大的单体金矿,未来开发可期。
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