中金发布研报称，首次覆盖佳鑫国际资源(03858) 予“跑赢行业”评级，目标价95港元，基于市盈率估值法，分别对应今明两年22.6倍、14.8倍市盈率。又指公司专注于哈萨克斯坦巴库塔钨矿营运，坚定看好该公司。
中金看好该公司理由包括，全球钨供需格局或维持紧缺，钨价中枢有望稳步抬升，预计2023至2028年全球原钨供应年均复合增长(CAGR)仅2.4%；预计2023至2028年全球原钨消费量CAGR增2.7%；预计全球钨的供需关系或长期紧缺，叠加全球钨库存已去化至低位，钨价中枢有望持续抬升。
中金预计公司2025至2027年每股盈利分别为0.63港元、4.18港元及6.56港元，CAGR为221.6%；归母净利润分别为2.6亿、17.2亿、26.3亿元人民币。
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