研報掘金丨開源證券:洛陽鉬業一季度銅鈷產量同比提升,維持“買入”評級
開源證券研報指出,2025年1-3月洛陽鉬業(603993.SH)主要項目基本實現穩產、增產,其中剛果(金)地區的銅產量同比提升15.65%至17.06萬噸、鈷產量同比提升20.68%至3.0萬噸。我們看好公司剛果(金)TFM及KFM項目將順利實現2025年產量指引目標,並考慮到公司持續加強生產運營的精細化管理,有望進一步提升管理效能及效率,當前股價對應PE 爲9.3/8.4/7.6倍,維持“買入”評級。
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