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中金:降洛钼(3993.HK)目标价20% 维持“优于大市”
格隆汇 08-28 14:25

中金公司发表研究报告指,预期洛阳钼业(03993.HK)的金属产品价格走势趋于分化,在贸易摩擦、房地产成长放缓等因素影响下,铜价仍将面临压力。该行将公司H股目标价下调20%至2.8港元,维持“优于大市”评级,而A股目标价则维持5元人民币及“优于大市”评级。

中金公司表示,洛阳钼业上半年收入按年减少29%,主要由于铜的均价回落,钴产品量价齐跌;钼钨产量下降,但钼价表现出色,预料钴价中枢显著回落后,有望带动价格回暖;但钨价短期缺乏上涨催化剂。

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