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研報掘金丨華鑫證券:維持西部礦業“買入”評級,主要金屬採選冶指標向好
格隆匯 07-31 15:20
華鑫證券研報指出,西部礦業半年度業績同比增長,主要金屬採選冶指標向好。報吿期內業績增長主要得益於礦產銅產量和價格的雙重提升,其中礦產銅產量增長8%、價格增長11%。玉龍銅業作為公司核心利潤來源貢獻顯著。該子公司報吿期內實現淨利潤34.91億元,公司持有其58%的股權,歸屬母公司淨利潤為20.25億元,同比+21.5%,為業績增長提供了重要支撐。考慮到玉龍銅礦三期擴建項目將開始推進,當前銅價中樞有所抬升,預計公司業績維持增長,因此維持“買入”投資評級。
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