中国黄金国际甲玛矿复产有序推进,扩建提产未来可期(简体版)

第一上海
20 May

一、核心观点与投资评级中国黄金 国际(2099)因甲玛矿复产顺利推进,叠加金价上涨的利好因素,业绩表现超预期。第一上海证券维持“买入”评级,并上调目标价至73.47港元,较当前股价有38%的上涨空间。分析师认为公司未来盈利能力将持续修复,且估值在有色金属板块中偏低,具备较大修复潜力。二、2025年一季度业绩亮点2025年第一季度,受益于甲玛矿复产和金价上涨,公司实现收入2.73亿美元,同比增长...

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