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《大行》中銀國際看好長期銅價 首予中國銅行業「增持」評級
中銀國際發表報告指,不論是在能源的綠色轉型及人工智能的發展,銅都是重要的關鍵材料,估計全球銅的需求在2025至2030年能有2.6%的複合增長,預期供求格局會改善。根據現有新產能建設的時間表,該行估計銅的供應缺口將在2028年出現。 因此,該行看好30年代後期的銅價。中國的銅生產企業,除了能受惠於銅價上升以外,他們都能有銷量的增加,因為他們都有新產能要上馬。給予中國銅行業增持的首次評級。重申了五礦資源(01208.HK)的買入評級,並上調了目標價。同時給予紫金礦業(02899.HK)和洛陽鉬業(03993.HK)買入的首次評級。
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