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《大行報告》匯豐研究升紫金(02899.HK)目標價至15.8元 上調洛鉬(03993.HK)目標價至6.8元
匯豐研究發表研報指,房地產竣工、電動汽車及可再生能源需求強勁,令去年中國銅資源需求增長強勁,預計今年需求將繼續增長,但增速將較為溫和,而近期銅供應受阻,包括全球最大銅礦之一的科布雷銅礦遭到關閉等,預期會將供應增長高峰推遲至明年。 現時匯豐研究預期今年市場將出現短缺情況,在更強勁的需求帶動下,相應將今年全年銅價預測從每噸8,267美元上調至8,818美元,即按年增長4%。 該行表示,看好紫金礦業(02899.HK)多元化項目組合及持續收購有助長期擴大資源和產量,驅動穩定增長,將目標價從15元上調至15.8元,維持「買入」評級;看好五礦資源(01208.HK)產能開發進展順利,料其盈利增長將加快,目標價降至2.7元,評級「買入」。 匯豐研究亦上調洛鉬(03993.HK)目標價至6.8元,江西銅業(00358.HK)目標價升至14.5元,同予「買入」評級。
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