研報掘金丨國盛證券:維持興業銀錫“買入”評級,宇邦礦業儲量核實通過評審
國盛證券研報指出,興業銀錫宇邦礦業儲量核實通過評審,銀資源增儲超預期。宇邦銀資源量擴充至2.16萬噸,增儲6147噸。增儲報吿落地後項目推進有望更加順利,礦山服務年限進一步延長。公司規劃採用自然崩落法建設825萬噸採礦產能,按照73.29克/噸平均品位,回收率假設80%,對應白銀產能將達484噸,助力公司邁向世界級銀錫多金屬礦企。銀價強勢突破創2012年以來新高,有望開啟新一輪牛市。公司作為高成長性銀錫多金屬礦企,未來伴隨項目投產與行業景氣回暖,業績有望受益。維持公司“買入”評級。
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