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野村:重申洛陽鉬業(3993.HK)買入評級 目標價7港元
格隆匯 06-04 12:57

野村發表研究報吿指,洛陽鉬業(3993.HK)管理層在出席投資者論壇時表示,未來公司將加大發展ESG,亦打算把員工利益與獎勵計劃掛鈎,料未來將持續增加公司在剛果(金)銅、鈷的產量,維持目標價7港元,重申買入評級。

野村表示,管理層料未來銅的供應有限,看好未來銅的價格走勢,因大部分採礦公司均面對礦質下降的問題,使產能下降,料除電動車行業之外,能源儲存系統及5G等行業均對銅有需求。

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