郭家耀:港股隨外圍調整 紫金(02899.HK)前景看俏
港灣家族辦公室業務發展總監郭家耀稱,美股週一(31日)大幅波動,大市早段繼續受關稅消息影響,跌幅一度擴大,其後低位反彈,三大指數收市升跌不一。美元走勢向好,美國十年期債息回落至4.2釐水平,金價再創歷史新高,油價表現亦向上。港股預託證券大致靠穩,預料大市早段跟隨高開。
內地股市昨日下跌,滬綜指高開低走,收市下跌0.5%,滬深兩市成交額略爲增加。
港股跟隨外圍調整,指數低見23,000點水平,尾市跌幅略爲收窄,整體成交保持清淡。外圍表現持續反覆,投資者繼續關注關稅措施實施情況,預料指數將維持在23,000至24,000點水平波動。
另紫金礦業(02899.HK)日前公佈去年業績,期內實現營業收入3,036億元人民幣,按年增加3.5%。淨利潤320.5億元人民幣,增長51.8%。集團綜合毛利率20.37%,剔除冶煉加工產品後,礦產品毛利率57.97%,上升8.88個百分點,主要原因是價格上漲及成本控制成效顯着。去年公司礦山產金234.5萬盎司,上升7.7%;黃金業務銷售收入佔營收49.64%,毛利佔30.07%。礦山產銅106.84萬噸,增長6.1%;冶煉產銅 74.75萬噸,增長3.2%;銅業務銷售收入佔營收27.98%,毛利佔45.03%。2025年,公司計劃礦產銅115萬噸,礦產金85噸。公司營運管理能力提升,成本水平有效管控。礦山產量穩步上升,未來仍有持續增長空間。金屬資源價格前景看俏,均有利紫金未來業績表現。
(筆者爲證監會持牌人,本人及相關人士沒持有上述股份)~
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