研報掘金丨國信證券:洛陽鉬業擁有全球頂級銅鈷礦山,對銅價具備高業績彈性,維持“買入”評級
國信證券研報指出,2023年洛陽鉬業(603993.SH)歸母淨利潤同比增長36%,重要項目建成投產,未來5年銅產量有望邁向百萬噸。隨着TFM混合礦項目和KFM一期項目建成投產,自2023年開始公司進入產量釋放年,是全球大型銅礦企中少有的保持銅高增長的企業,2024年公司銅產量將比2022年翻一倍,鈷產量增長200%,有望成為全球前10大銅生產商,全球第一大鈷生產商。公司擁有全球頂級銅鈷礦山,兩大世界級項目建設及投產使公司銅礦產量兩年內翻番,對銅價具備高業績彈性,維持“買入”評級。
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