异动解读|五矿资源盘中上涨6.21%,小摩首予增持评级目标价13港元催化估值修复

行情直击
Jun 12

6月12日,五矿资源盘中上涨6.21%,报8.66港元,成交额4673.75万港元,结束此前连续多日调整走势。

消息面上,摩根大通首予五矿资源"增持"评级,目标价13港元,较当前股价存在约50%上行空间。该行指出五矿资源是纯度极高的铜业股,2025年近90%毛利与铜相关,对铜价具备同行中最高的盈利敏感度;预计2025至2028财年净利润年复合增长率达52%,2026财年净利润预计达16亿美元,同比增长216%。同日公司公告旗下Las Bambas铜矿获建行亚洲授予1.25亿美元循环贷款,进一步优化资金结构,支撑去杠杆进程。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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