潼关黄金涨超11%,股价创10年5月以来新高,公司两个矿场内生动能强劲,黄金产量有望持续提升。
消息面上,6月13日,以色列对伊朗发动空袭,黄金避险属性凸显推升金价上行。现货黄金现站上3440美元大关,COMEX黄金期货突破3460美元。高盛表示,维持此前的预测,即各国央行结构性的强劲购金行为将推动黄金价格在2025年底达到3700美元/盎司,并在2026年中期达到4000美元/盎司。据悉,潼关黄金于2017年完成祥顺矿业、潼鑫矿业、德兴矿业等多家公司收购,正式进入黄金开采业务。
民生证券指出,截至2024年年底,公司黄金资源量合计为55吨,平均品位高达8.26g/t。分矿场看,潼关县矿产黄金资源量为35.2吨,品位达到7.46g/t;肃北县矿产黄金资源量19.8吨,品位高达10.21g/t。公司两座矿场金矿均为高品位金矿。该行认为,公司黄金开采业务进入新发展阶段,两个矿场内生动能强劲,黄金产量有望持续提升。叠加黄金价格景气,迎来量价齐升。
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