紫金矿业(601899)：对标海外铜矿龙头紫金潜力巨大未来可期

华福证券有限责...03-19

资源角度看，紫金矿业估值低、弹性大。1）资源量及储量：截至23年，紫金矿业铜储量预计3400万吨，接近自由港3406万吨，低于南方铜业4403万吨，紫金平均品位0.55%，高于自由港0.46%和南方铜业0.39%。金储量1191万吨，高于自由港383万吨和南方铜业158万吨。假设将金储量按铜金价格比折算，根据最新市值，22年紫金吨铜资源市值1.01万元，低于自由港和南方铜业的1.16/1.22万元...

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紫金矿业(601899)：对标海外铜矿龙头 紫金潜力巨大未来可期

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紫金矿业(601899)：对标海外铜矿龙头紫金潜力巨大未来可期