研报掘金丨华泰证券：维持紫金矿业“买入”评级，有望充分受益于铜金价上涨

中金财经01-22

华泰证券研报指出，紫金矿业发布25年业绩预告，测算25Q4紫金归母净利131-141亿元(Q3146亿元)、扣非归母净利的增长与Q4金属价格上涨事实相符，Q4LME铜均价上涨13%至11047 美元、SHFE 金均价上涨20%至949元/克。公司亦发布26 年产量指引，计划生产矿产铜120万吨、矿产金105吨、碳酸锂当量12万吨；且24年公司发布五年产量规划，24-28年矿产铜/金产量CAGR均为...

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