牛熊異動 | 洛陽鉬業認購證漲超50%!
洛陽鉬業逼近歷史高位6.37港元,最新報6.06港元,漲幅8.21%。洛鉬麥銀一四購A漲近30%。
近日,大和報告中稱,洛陽鉬業將受惠“十四五規劃”下綠色能源的發展。LME銅現貨價格或於今年上半年維持高於每噸7000美元,另由於供應不足,鈷價將出現反彈。該行將其目標價由4港元上調25%至5港元,維持“優於大市”評級。大和預計,中國的“碳中和”政策對集團的全球運營影響小。在需求方面,該行認爲電動汽車和可再生能源的發展會推動銅的新需求,電池使用量可能會增加鈷和鎳的消耗量。此外,受銅價上漲和鈷在內的其他大宗商品價格回升的帶動,預計今年集團自身淨利潤同比增長高達77%。
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