研報掘金丨東莞證券:紫金礦業業績大幅提升,維持“買入”評級
東莞證券研報指出,紫金礦業(601899.SH)24年實現歸母淨利潤320.51億元,同比+51.76%。主營金屬量價齊升,公司業績大幅提升。金銅價格有望延續上揚,公司業績增長得到保障。當前美國通脹數據的放緩以及關税政策的不確定性增強,黃金的避險價值進一步凸顯,金價或將維持高位。隨着公司主要礦產項目加快推進,疊加金銅價有望維持高位的背景下,公司業績增長得到充分保障。公司豐富的資源儲備及多元化的礦產組合為業績增長奠定堅實基礎。維持對公司的“買入”評級。
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