研報掘金丨國聯民生證券:山東黃金業績有望延續高增長,維持“買入”評級
國聯民生證券研報指出,山東黃金(600547.SH)24年歸母淨利潤29.52億元,同比增長26.80%;Q4歸母淨利潤8.86億元,同比下降9.85%,環比增長29.81%。礦產金量價齊升,驅動業績同比高增。公司淨利潤同比上升主要得益於黃金價格的上升和產銷量的增加。加快重點項目建設,礦產金產量有望持續增長2024年,公司加快推進新城金礦、焦家金礦資源整合開發工程等重點建設項目。截至2024年底,公司保有資源儲量黃金金屬量2058.46噸,同比增加775.5噸。基於黃金價格仍處於上升大週期,公司業績有望延續高增長,維持“買入”評級。
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