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研報掘金丨光大證券:維持紫金礦業“增持”評級,Q2歸母扣非淨利中值創單季新高
光大證券研報指出,紫金礦業(601899.SH)預計2024年半年度實現歸母淨利潤約145.5-154.5億元,同比增加約41%-50%。按中值計算,2024Q2歸母扣非淨利潤90.7億元創單季歷史新高,環比增長45.8%,同比增長111.7%。2024Q2金銅銀價格同比、環比上升明顯。若按規劃的中值計算,2023-2028年礦產銅、金產量複合增長率均為9%。此外,7月5日晚美國6月就業數據公佈後,市場對9月降息預期升温;覆盤歷史來看,降息前黃金與黃金股仍有超額收益。考慮2024Q2以來銅金價格的上行,維持對公司“增持”評級。
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