中金发表研究报告指，招金矿业为国内黄金企业龙头，成长动能强劲，再次覆盖该股给予“跑赢行业”评级，目标价为27港元，对应2025年市盈率约27倍。中金表示，招金矿业成长动能强劲的理由包括其持有海域金矿70%股权，公司预计海域金矿达产后年产黄金15至20吨，归属于公司权益产量约10.5至14吨，其或将成为国内最大在产黄金矿山之一。其次，招金矿业于2024年6月私有化铁拓矿业，同时完成西金矿业收购。中金预计后续招金或将以铁拓矿业和西金矿业为支点持续扩张，加速国际化进程，助力公司开创“国内一半、国外一半”的发展新局。 中金认为，公司未来三至五年内生外延增长的成长性具备可持续性，看好公司优质资源布局转化为产能扩张与长期业绩支撑的成长逻辑。中金预计，公司2025至2026年每股盈利分别为0.92元及1.1元，年均复合增长率为62%。
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