港股異動 | 利好疊加 紫金礦業(2899.HK)漲超5%再創新高
格隆匯2月17日丨紫金礦業(2899.HK)持續拉昇,最高見14.16港元續創歷史新高,現報14.06港元,漲幅5.24%,最新總市值3581.54億港元;本月累計漲幅逾60%。週二,國際銅價繼續上漲,LME銅收漲0.4%創8年多新高。此外,高盛研報指,預計公司2025年金產量較2020年增長一倍,銅產量亦會增至逾1倍,而兩者至2030年潛在增長分別達175%及250%以上,近期公吿公佈5-10年計劃,冀成全球首三至五大公司,故有信心公司可達上述2025年數字。將公司目標價升至15.7港元,評級維持“買入”,並列入確信買入名單,以反映銷售可見性預期改善、以及看好長遠商品週期,升今明兩年盈利預期3-6%。

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