民生证券给予洛阳钼业推荐评级,动态报告:钴王者归来

每日经济新闻
11 Mar

每经AI快讯,民生证券03月11日发布研报称,给予洛阳钼业(603993.SH)推荐评级。评级理由主要包括:1)刚果(金)暂停钴原料出口托底钴价,钴价底部明确;2)市场对公司当前的投资价值存在两大预期差;3)短期来看,公司业绩弹性在于钴的在途库存;4)中长期来看,配额制落地后钴价中枢抬升拉高远期利润;5)配额制导致钴产量下降,成本端影响可控。风险提示:项目进度不及预期,铜钴等主要金属价格下跌,地缘...

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