研報掘金丨東興證券:西部礦業盈利能力維持穩定,維持“推薦”評級
東興證券研報指出,西部礦業上半年實現歸母淨利潤18.69億元,同比增長15.35%;基本每股收益+15%至0.78元。其中,公司Q2營收及歸母淨利潤分別爲150.78億元(同比+7.67%)及10.62億元(同比+20.13%)。公司礦山產能穩定增長,冶煉系統全面優化,提質增效重回報行動有效執行,礦產品及冶煉產品產量均不斷增長,推動公司業績穩定擴張。由於冶煉鋅、冶煉鉛對應兩家冶煉單位均爲2024年度第四季度投產,目前仍在產能爬坡中,因此並未完成計劃產量(冶煉鉛完成69%,冶煉鋅完成79%),公司冶煉端實際產量仍有提升空間。公司盈利能力維持穩定,研發投入大幅提升。維持“推薦”評級。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.