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研報掘金丨華創證券:中金黃金業績大幅增長符預期,維持“強推”評級
格隆匯 04-28 16:02
華創證券研報指出,金價上行疊加降本增效,中金黃金(600489.SH)業績大幅增長符合預期。2023年,公司抓住金價上升時機,科學組織生產經營,同時進一步降本增效,全年實現利潤總額43.05億元,同比增加52.50%。截至2023年底,公司保有資源儲量金金屬量891.7噸,銅金屬量216.2萬噸,鉬金屬量45萬噸。目前山東紗嶺金礦項目四條千米豎井已全部實現落底,地表工程順利開工,預計2025年底投產,屆時將進一步豐厚公司業績。參考可比公司估值情況,該行給予公司24年20倍PE,對應目標價16.3元,維持“強推”評級。
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