异动解读 | 中国黄金国际盘中大涨5.02%,受益于业绩改善及金价上涨预期

异动解读
21 May

中国黄金国际(02099)今日盘中大涨5.02%,领涨黄金股板块。与此同时,其他黄金股也普遍走强,赤峰黄金涨5.46%,招金矿业涨4.62%,山东黄金涨4.03%,紫金矿业涨3.39%。

中国黄金国际股价上涨主要受益于公司业绩显著改善。根据第一上海的研报,公司2025年一季度实现收入2.73亿美元,同比增长351%;单季度实现归母净利润8598万美元,扭亏为盈。这一业绩改善主要得益于甲玛矿复产有序进行以及金价上涨。长山壕矿一季度黄金产量达到23,739盎司,同比增长37%,平均实现价格为2886美元/盎司,同比增加36%。甲玛矿区日选矿能力已恢复至3.4万吨水平,一季度实现铜产量1.7万吨,同比增长708%。

此外,金价走势也为黄金股提供支撑。高盛贵金属团队维持2025年底金价3700美元/盎司、2026年中4000美元/盎司的预测目标。东兴证券表示,各国央行购金需求旺盛有望对金价长期上行形成支撑。第一上海上调中国黄金国际目标价至73.47港元,对应2025年12倍PE,维持买入评级,认为公司将进入业绩释放期,且目前矿山均在境内,无地缘政治风险,盈利可预测性强。

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