研報掘金丨中郵證券:首予宏達股份“增持”評級,世界級銅礦或將啓動
中郵證券研報指出,集團支持加碼,世界級銅礦或將啓動。公司主營業務爲磷化工與有色金屬鋅冶煉,主要產品爲磷酸鹽系列產品、複合肥、合成氨及鋅錠與鋅合金;主要原材料爲磷礦、鋅精礦等礦產資源以及電力、天然氣、硫磺等大宗商品。2022-2024年公司實現歸母淨利潤0.60/-0.96/0.36億元。考慮到集團對公司支持加碼,公司經營逐步走向正規,疊加遠期多龍銅礦有望建成投產,以2025年6月25日收盤價爲基準,2025-2027年對應PE分別爲290.04/234.09/176.59倍。首次覆蓋給予公司“增持”評級。
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