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大行評級|大華繼顯:上調紫金礦業目標價至23港元 上調今明兩年盈利預測
格隆匯 03-25 14:15

大華繼顯發表研報指,紫金礦業2024年業績符合預期,純利按年增長51.8%至逾320.5億元,礦山業務毛利率按年提升8.9個百分點至58%,主要來自金屬價格上漲及有效成本控制的推動。該行認爲,紫金礦業的銅C1成本和黃金全產業成本均處於全球最低的20%水平,隨着卡莫阿銅礦第三期擴建工程提前完工,銅產量將增長至58萬噸。

該行維持紫金“買入”評級,目標價從21.9港元上調至23港元,並將今明兩年盈利預測上調9%及1%,以反映金屬價格持續上揚的預期。

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