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研報掘金 | 金石資源全新商業模式將入正軌,開源證券看好2023年業績拐點,維持“買入”評級
格隆匯 04-21 17:46
格隆匯4月21日丨開源證券發研報指,金石資源(603505.SH)2022年實現營收10.50億元,同比增長0.66%;歸母淨利潤2.22億元,同比下降9.19%。公司2023Q1實現營收1.68億元,同比增長14.22%;歸母淨利潤1.07億元,同比增長6.20%。該行認為,螢石價格超預期止跌回升,看好螢石價格長期波動上行。此外,公司包鋼金石氟化工一期項目預計於2023下半年試生產,鋰雲母精礦已實現銷售,2023 年有望成為公司項目投產大年。開源證券預計公司2023-2025年淨利潤分別為4.45/7.00/9.50億元。該行看好公司“資源為王、技術至上”理念下的長期發展前景,維持“買入”評級。
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