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研報掘金丨華安證券:洛陽鉬業增量項目高效快速推進,維持“買入”評級
華安證券研報指出,洛陽鉬業(603993.SH)是全球銅、鈷領先企業,剛果(金)TFM和KFM達產持續貢獻增量,實現工業金屬和能源金屬的雙輪驅動。公司存量項目全面達產達標,增量項目高效快速推進,維持“買入”評級。據公司2024年產量指引,預計生產銅金屬52-57萬噸,鈷金屬6-7萬噸,鉬金屬1.2-1.5萬噸,銅鈷產量有望再創新高。同時公司計劃擴充非洲產能,適時啟動TFM三期和KFM二期擴建項目,推進非洲地區產能滿產達標。
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