研報掘金|中金:上調洛陽鉬業目標價至8.64港元 維持“跑贏行業”評級
中金髮表報吿指,洛陽鉬業上半年營業收入1028億元,按年增19%,淨利潤54億元,按年增670%。次季營業收入567億元,按年增34%;淨利潤33億元,按年增767%。公司業績符合該行預期。公司預計對外出售資產對今年產生財務淨收益約15億元,並基於最新規劃該行上調2024和2025年銅鈷產銷量,上調2024和2025年淨利潤25%和10%至123億和125億元。中金維持洛鉬“跑贏行業”評級,由於盈利上修,上調該股H股目標價8%至8.64港元。
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