研報掘金丨國聯證券:江西銅業有望迎來價值重估,首予“買入”評級
國聯證券研報指出,江西銅業(600362.SH)是全國銅行業龍頭,礦端與資源端優勢突出,有望迎來價值重估,首次覆蓋,給予“買入”評級。2023年及2024 H1,公司實現歸母淨利潤分別為65.05/36.17億元,分別同比增長8.53%/7.66%。受益於銅價上行,公司盈利能力改善。從公司子公司富冶和鼎銅業盈利情況來看,2024H1 實現淨利潤5.35 億元,接近2023 年全年淨利潤5.98 億元,説明2024年冶煉廠盈利有望顯著增厚。此外,公司參股阿富汗艾娜克世界級銅礦,近期項目有望取得實質性進展,未來將貢獻礦銅增量。
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