佳鑫国际资源(03858)今日盘中股价大幅上涨11.55%，表现强劲。
消息面上，中金公司发布研究报告，看好公司旗下巴库塔钨矿的扩产潜力以及在中亚地区开发有色资源的成长前景。该行维持其“跑赢行业”评级，并将目标价大幅上调67%至158.3港元，对应2026年及2027年预测市盈率分别为18.0倍和10.9倍，潜在上行空间达52%。同时，中金将公司2026至2027年的归母净利润预测分别大幅上调110%和122%。
报告指出，公司2025年业绩首次扭亏为盈，实现历史性突破，主要得益于钨精矿产量顺利释放以及钨价偏强运行。全球钨供需关系持续紧张，预计未来价格将维持高位。此外，公司现金流已历史性转正，财务杠杆显著优化，且正持续推进巴库塔二期建设，未来产能有望进一步提升，巩固其作为全球最大露天钨矿的地位。这些积极因素共同提振了市场信心，推动了股价的显著上涨。
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