研報掘金丨國聯證券:紫金礦業Q1業績超預期,維持“買入”評級
國聯證券研報指出,紫金礦業(601899.SH)Q1業績超預期,礦產銅金量價齊升。參考可比公司估值,給予公司2024年20倍PE,目標價20.25元,維持“買入”評級。公司核心銅礦山剛果(金)卡莫阿銅礦、西藏巨龍銅礦、塞爾維亞佩吉銅金礦等的增擴產將為全年產量目標提供有力支撐。黃金方面,2024Q1羅斯貝爾金礦產金2噸,技改達產後將實現年產金10噸;武裏蒂卡金礦產金2.2噸,全年計劃礦產金8.6噸。公司是全球礦業巨頭,頂級資源及產能配置將助力公司產量快速爬坡,礦產金銅產量有望實現高位再進階。
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