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大行評級丨高盛:給予紫金礦業買入評級,新五年計劃為2025年後持續增長奠定基礎,
高盛發表報吿指,紫金礦業(2899.HK)繼去年初公佈三年計劃及2030年目標,上週四公佈新五年生產計劃。公司最新目標為2028年提早實現2030年目標,成為全球主要礦業公司,擁有綜合全球營運及環境、社會與管治發展系統。報吿形容,新五年計劃為2025年後持續增長奠定基礎。在產量目標方面,公司維持主要商品目標,並上調2025年銅產目標4%。公司亦首度公佈2028年產量目標,顯示2025年以後銅及金產量年複合增長率7%至8%。該行預測公司銅及鋰產量在2028年前有增長,受手上項目支撐,但實現黃金產量目標或需進行併購。該行維持盈測不變,目前給予紫金礦業買入評級,目標價19港元。
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