申万宏源研究指出，紫金矿业25H1业绩预告超预期，量价齐升充分受益金铜上行周期。多建设项目并行，铜金产量持续提升。另外，公司拟分拆境外金矿港股上市，利于公司估值提升。因金价上涨较多，上调25-27年盈利预测。预计铜、金价有望持续上涨，考虑公司在铜、金行业的头部地位及成长性（铜、金、锌等产储量位居全球前10 位），量价齐升下业绩增长，维持“买入”评级。
申万宏源研究指出，紫金矿业25H1业绩预告超预期，量价齐升充分受益金铜上行周期。多建设项目并行，铜金产量持续提升。另外，公司拟分拆境外金矿港股上市，利于公司估值提升。因金价上涨较多，上调25-27年盈利预测。预计铜、金价有望持续上涨，考虑公司在铜、金行业的头部地位及成长性（铜、金、锌等产储量位居全球前10 位），量价齐升下业绩增长，维持“买入”评级。
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