研報掘金丨西部證券:紫金礦業併購儲量百噸優質在產金礦,維持“買入”評級
西部證券研報指出,紫金礦業旗下紫金黃金國際及其新加坡金哈礦業公司,計劃以12億美元價格收購哈薩克斯坦RG大型金礦項目100%權益。併購儲量百噸優質在產金礦,繼續強化黃金板塊資源儲備。預計併購當年即可爲公司貢獻產量和利潤。此外在目前金價背景下,預期可繼續優化露採境界,進一步提高露採境界內資源利用率,並對礦山生產規模進行擴建。繼續看好黃金長牛。本次交易也有利於進一步培厚公司黃金板塊的資源儲備,快速提高公司礦產金產量,加快公司至2028 年100~110 噸的規劃目標。維持“買入”評級。
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