智通财经APP获悉,洛阳钼业(03993)绩后涨超5%,截至发稿,涨5.69%,报6.5港元,成交额1.95亿港元。
消息面上,洛阳钼业公布年度财报,全年营业收入2,130.29亿人民币,同比增加14.4%;纯利135.32亿元,同比增长64%,营收、利润均创历史新高。每股收益63分。每10股派息2.55元。2024年,公司所有产品产量均超越产量指引中值,铜、钴、铌、磷产量均创历史新高。其中,产铜65.02万吨,同比增长55%。
民生证券指出,公司披露的2025年度产量指引为铜60-66万吨,钴10-12万吨,钼1.2-1.5万吨,钨0.65-0.75万吨,铌0.95-1.05万吨,磷肥105-125万吨,贸易量400-450万吨。考虑到Q4铜产量已经达到17.4万吨,且24Q1TFM仍处于爬坡阶段,而25年全年均满产,TFM和KFM的2月产量均创历史新高,预计公司25年实际铜产量或将超指引上限。
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