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紫金礦業逼近漲停創歷史新高 月內累漲55%
格隆匯 02-22 10:55
格隆匯2月22日丨延續近期強勢,紫金礦業(601899.SH)盤中一度觸及漲停,報15元,月內累漲55%;H股盤中一度漲12%報15.68港元,月內累漲74%;AH股均創出歷史新高價。日前銅價已升至9年新高。分析人士認為,新能源領域用銅需求將提升,銅礦供給增速逐年下降,加上流動性至2022年或仍維持較充裕,銅價仍存在上漲空間。中信證券日前發報吿稱,紫金礦業等龍頭礦業公司的估值邏輯可能由盈利估值向資源維度切換,在目標金屬價格下,預計紫金礦業A/H股市值可達5500億元和5000億港元,上調A/H股目標價至21元/19港元。

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