智通财经APP获悉，招金矿业(01818)盘中涨超5%，截至发稿，涨5.27%，报19.16港元，成交额1.47亿港元。
天风证券发布研报称，招金矿业海域金矿投产在即，海域金矿为近20年全球发现的最大单体金矿，黄金保有资源量超500吨，平均品位高达4.2g/t，资源禀赋优异、综合效益较高。2021年取得采矿证后，建设工作稳步推进，项目预计于2025年投产，达产后可年产黄金15-20吨，有望显著增厚公司业绩。
该行续指，基于黄金的货币属性与金融属性出发，认为利好金价的因子仍在持续深化，2025年黄金价格有望继续上升。中期看，特朗普的关税政策或将增大美国二次通胀风险，黄金抗通胀属性凸显。长期看，美国的债务负担加重与冻结其他国家海外资产的行为不断削弱美元信用，各国央行加速增持黄金，有望持续推升黄金价格中枢。
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.