You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
研報掘金丨太平洋證券:維持洛陽鉬業“買入”評級,看好公司長期發展趨勢
格隆匯 04-10 15:23

太平洋證券研報指出,2025年1-3月,洛陽鉬業(603993.SH)銅/鈷/鉬/鎢/鈮/磷肥產量完成全年目標中值分別為27%/28%/25%/28%/26%/24%,銅、鈷、鎢、鈮均實現超產。公司曾發佈五年發展目標,計劃至2028年實現年產銅金屬80-100萬噸、鈷金屬9-10萬噸、鉬金屬2.5-3 萬噸、鈮金屬超1萬噸,至2024年底,鈷、鈮產量已提前實現目標。認為雖然短期預期承壓,但不改銅供應端偏緊的趨勢,同時受益於新能源、Ai 等新興產業持續發展對銅需求的帶動,銅長期價格中樞看升。看好公司長期發展趨勢,維持“買入”評級。

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account