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研報掘金丨中信建投:紫金礦業業績再創新高,予“買入”評級
格隆匯 03-27 15:11
中信建投證券研報指出,紫金礦業(601899.SH)24年實現歸母淨利潤320.5億元,同比+51.8%;Q4實現歸母淨利潤76.9億元,同比+55.3%,環比-17.0%。產量增長與降本突破共進,公司業績再創新高。2024年,公司主要產品資源儲量增長率同比均超過雙位數。目前,公司保有探明、控制及推斷的總資源量為:銅超過1.1億噸、金4000噸、當量碳酸鋰1800萬噸、銀3.2萬噸、鉬500萬噸、鋅(鉛)1300萬噸,構建起世界級資產堅固的“護城河”。此外,公司年度現金分紅總額將首次突破100億元。考慮到公司行業地位、成長性及低成本優勢,給予公司“買入”評級。
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