研报掘金丨民生证券：西部矿业产品量价齐升维持“推荐”评级

格隆汇2025-07-28

民生证券研报指出，2025年H1西部矿业归母净利18.69亿元，同比+15.35%；其中，2025Q2归母净利10.62亿元，同比+20.13%，环比+31.41%。半年来看，公司业绩同比增长了2.49亿元，主要是公司产品量价齐升，或主要是玉龙铜业贡献。玉龙铜业25H1净利润34.9亿元，同比24H1增加了9.42亿元，预计对归母净利润增加贡献较多。其他主要是费用税金、投资收益等减利，其中研发费用...

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研报掘金丨民生证券：西部矿业产品量价齐升 维持“推荐”评级

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研报掘金丨民生证券：西部矿业产品量价齐升维持“推荐”评级