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大行評級|美銀:維持紫金礦業“買入”評級 盈喜符合預期
格隆匯 01-23 10:21
美銀證券發表研報指,紫金礦業的盈喜符合預期。管理層公佈2025財政年度產量指導目標,銅產量為115萬公噸,金產量為85公噸,分別按年增加7%及16%。雖然潛在的貿易戰及傳統淡季,美銀目前預測銅價可能於首季下跌至每噸8,500美元,但由於潛在生產中斷會導致供應緊張,對銅價全年走勢仍保持樂觀。該行將紫金2025財政年度淨利潤預測下調1%至370億元,以反映新一年產量指引,維持H股目標價為19港元,評級“買入”不變。
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