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研报掘金|中金:上调洛阳钼业目标价至8.64港元 维持“跑赢行业”评级

中金发表报吿指,洛阳钼业上半年营业收入1028亿元,按年增19%,净利润54亿元,按年增670%。次季营业收入567亿元,按年增34%;净利润33亿元,按年增767%。公司业绩符合该行预期。公司预计对外出售资产对今年产生财务净收益约15亿元,并基于最新规划该行上调2024和2025年铜钴产销量,上调2024和2025年净利润25%和10%至123亿和125亿元。中金维持洛钼“跑赢行业”评级,由于盈利上修,上调该股H股目标价8%至8.64港元。

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