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《大行报告》大摩:紫金(02899.HK)因波格拉金矿停产 下调全年黄金产量指引
阿思达克 04-27 12:11
就紫金(02899.HK)旗下巴布亚新几内亚波格拉金矿已暂停开采,但当地政府不批准此金矿特别采矿权延期申请,摩根士丹利发表报告表示,估计紫金今年黄金产量会因此下调5吨,全年黄金产出指引降至40吨左右(较2019年40.8万吨持平)。

该行指,紫金波格拉金矿全年贡献黄金产出约8吨,计及因停产损失约5吨,紫金管理层已下调今年黄金生产指引至40吨(对比此前44吨),公司亦指将在全球其他金矿提升产量。而紫金仍维持2021年黄金产量42吨至47吨,2022年黄金产量49吨至54吨。该行予紫金「增持」评级及目标价3.71元。

大摩表示,紫金於2015年对波格拉金矿初始投资2.98亿美元,相信目前已全部收回,该行料公司从波格拉金矿累计现金收入共3.4亿美元。(wl/k)

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