大行评级｜中银国际：上调五矿资源目标价至5.25港元上调2025至27年净利润预测

格隆汇2025-08-15

中银国际发表研究报告指，五矿资源2025年上半年净利润按年激增15.1倍，至3.4亿美元，主要得益于铜产量大幅增长、成本降低(仅限秘鲁Las Bambas和博茨瓦纳Khoemacau矿山)，以及金属价格上涨。展望未来，该行预计下半年净利润将按半年增长4%。保守假设其铜产量按半年下降10%，其中Las Bambas的铜产量根据其全年指引中点预计，按半年下降20%。公司在6月和7月初因采矿相关的道路...

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大行评级｜中银国际：上调五矿资源目标价至5.25港元 上调2025至27年净利润预测

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大行评级｜中银国际：上调五矿资源目标价至5.25港元上调2025至27年净利润预测