大行评级丨美银：江西铜业上半年纯利超盈喜上限，上调AH股目标价

中金财经08-27

美银证券发表报告指，江西铜业今年上半年纯利达86.3亿元，同比增长107%，意味第二季纯利为58.1亿元，同比增长162%、环比增长106%。业绩超出公司盈喜上限，并远高于市场预期，主要受惠于核心产品价格上升、销量增强及毛利率同比扩阔1.9个百分点至5.8%。该行上调江西铜业2026及2027年纯利预测37%及46%，至各136亿及154亿元，港股目标价由43港元上调16%至50港元，A股目标价由...

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