研報掘金丨國聯證券:洛陽鉬業業績有望彰顯高彈性,維持“買入”評級
國聯證券研報指出,洛陽鉬業(603993.SH)前三季度歸母淨利潤82.73億元,同比增長238.62%;Q3歸母淨利潤28.56 億元,同比增長64.12%、環比下降14.64%。截至2024年三季度末,公司資產負債率為57.06%,同比下降6.64 pct,資產負債結構進一步優化。截至目前,兩大世界級銅礦山TFM和KFM分別擁有45萬噸和15萬噸的年生產銅能力,如保持當前生產節奏,公司全年產銅量有望突破60萬噸。未來公司將繼續遵循礦業行業規律,聚焦具有綜合成本競爭力的項目,通過各種方式擴充優質資源和項目儲備。公司未來礦銅產量增長顯著,業績有望彰顯高彈性,維持“買入”評級。
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