智通财经APP获悉，江西铜业股份(00358)午前涨超3%，截至发稿，涨3.25%，报13.34港元，成交额1.67亿港元。
消息面上，近日，江西铜业股份发布2025年第一季度报告，该集团取得营业收入1116.11亿元，同比减少8.9%;归属于上市公司股东的净利润19.52亿元，同比增加13.85%;基本每股收益0.57元。美银证券发表研究报告指，江西铜业股份今年首季纯利按年升14%，按季跌1%，至19.5亿元，胜预期，收入按年跌9%至1,120亿元。该行认为，首季业绩受惠于合约加工费(TC)占比高、副产品价格较好，以及潜在的销量增长。
国联证券指出，根据iFinD，2025Q1上期所铜/金/银均价分别同比上涨11.4%/36.9%/32.8%，环比上涨2.7%/8.9%/2.5%。受益于主要金属产品价格上涨，公司盈利水平改善。2025Q1公司销售毛利率/销售净利率分别为4.40%/1.82%，分别同比提高1.12/0.35pct，环比提高1.17/0.24pct。2025Q1公司扣非归母净利润同比增长较多主要由于持有金融资产和金融负债产生的公允价值变动损益以及相关处置损益变动所致。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.