招金矿业(01818)涨超3%，截至发稿，涨2.45%，报20.45港元，成交额9254.61万港元。
中金发布研报称，招金矿业持有海域金矿70%股权，公司预计海域金矿达产后年产黄金15-20 吨，归属于公司权益产量约10.5-14吨，其或将成为国内最大在产黄金矿山之一。该项目品位高、规模大，达产后年均单位矿石采选总成本为340元/吨，公司预期经济效益较好，矿山开发早期开采高品位矿体(约6克/吨)将获得更好利润。
该行续指，公司于2024年6月私有化铁拓矿业，同时完成西金矿业收购，国际化扬帆起航。一是铁拓在科特迪瓦拥有阿布贾露天金矿项目88%的权益，未来9年年均产金量5.28吨，公司预期具备较强盈利能力。二是西金矿业拥有科马洪金矿，年产可达1.77吨。该行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“双H”发展新局。
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