大行评级｜瑞银：首予佳鑫国际资源“买入”评级及目标价88.7港元，料钨价接近见底

格隆汇07-22

瑞银发表研报，首次给予佳鑫国际资源“买入”评级，目标价88.7港元，对应2027年预测市盈率约12倍。该行指出佳鑫国际为纯钨矿企业，营运的哈萨克斯坦Boguty矿是全球第四大钨矿，预测该公司精矿产量将由2025年的5000吨，提升至2030年的超过1.2万吨，相当于2025至2030年产量年均复合增长率达19%。瑞银预期，中国钨市场将持续处于供应短缺状态，2026及2027年钨精矿价格将分别回升至...

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