中银国际发表报告指，洛阳钼业预计2025年上半年盈利按年增长51至68%到82至91亿元。增长的主要原因是铜的产量上升，按年增加13%，以及铜和钴的售价上升。当中，LME现货铜的均价上半年按年上升4%。公司第2季的推导盈利按季上升8-31%到42.5亿至51.5亿元。该行指，洛阳钼业主要的增长动力是铜的量价齐升。该行认为公司上半年盈利是小幅超预期，因为其指引盈利达该行全年盈利预测的53.9-59%。该行目前维持盈利预测不变，重申“买入”评级，目标价为8.49港元。
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