研報掘金丨光大證券:維持洛陽鉬業“增持”評級 上調2024-2026年盈利預測
光大證券研報指出,洛陽鉬業(603993.SH)為成長性突出的銅礦巨頭,在我國和全球大型銅企中處於第一梯隊。公司2024年銅產量預計為55萬噸,排我國上市銅企第二位,僅次於紫金礦業,在全球預計排第十位。公司噸銅礦市值處於可比上市公司的低位,薪酬具有競爭力,連續多年排主要銅企首位。另外,根據公司的五年規劃,預計2028年鈷、鉬產量中值將達到9.5、2.8萬噸,相較2023年分別增長71%、72%,預計鎢產量未來保持穩定。由於看好未來銅價高點達到1.2萬美元/噸或以上,上調2024-2026年盈利預測,看好公司的成長性,維持“增持”評級。
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