研报掘金丨东吴证券：首予锡业股份“买入”评级，夯实锡业龙头地位

格隆汇08-07

东吴证券研报指出，锡业股分量增规划稳步推进，夯实锡业龙头地位。公司持续推进尾矿资源利用项目，在十五五期间逐步建成风筝山、官家山、羊坝底三个尾矿资源利用基地，截至25年11月风筝山基地一期项目已投入运营。冶炼端，公司于2026年6月15日以1.77亿元获得赤峰大井子锡业100%股权，进一步整合国内锡冶炼产能，并以搭建“北方锡都”为突破口，牵引深度布局内蒙古锡资源富集区，为推动实现云锡打造以云南个旧、...

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