大摩：洛阳钼业(03993)首季业绩符预期目标价26.3港元

智通财经04-27 14:41

智通财经APP获悉，摩根士丹利发布研报称，洛阳钼业(03993)2026年第一季度业绩符合预期，净利润为78亿人民币，相较于2025年第一季度的39亿人民币及2025年第四季度的61亿人民币，符合该行预期。大摩对洛阳钼业评级“增持”，目标价26.3港元。该行认为，洛阳钼业2026年第一季业绩强劲，主因在于钨与钼在高价位下贡献增加，以及尽管铜销量下降，黄金业务仍保持稳定。

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大摩：洛阳钼业(03993)首季业绩符预期 目标价26.3港元

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大摩：洛阳钼业(03993)首季业绩符预期目标价26.3港元