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《大行》大摩相信洛阳钼业(03993.HK)未来30日内股价上涨
摩根士丹利发表技术意见研究报告指出,相信洛阳钼业(03993.HK)未来30日内股价将绝对上涨,估计此情境有约70%至80%(或非常可能)的概率,维持「增持」评级及目标价11.7元,此按现金流折现率作估值。 该行指,刚果民主共和国宣布将钴出口禁令延长至10月15日,随後将实施出口配额,2026至2027年配额将为正常产量的40%。 大摩表示,假设洛阳钼业能获得与国家层面相似的配额比例,其潜在销售量可能在2025年第四季为约8,600吨,在2026至2027年为约4.36万吨,预期钴供应将受到重大影响,因为刚果民主共和国占全球供应的70%。
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