大行评级|杰富瑞:紫金矿业次季表现超预期 长期看好铜及黄金价格走势

格隆汇
14 Jul

杰富瑞发表研究报告指,紫金矿业发盈喜,预计上半年净利润将按年增长54%至232亿元,超出市场预期,达到全年预测的约57%。当中第二季净利润预计为130亿元,较今年第一季增长27%,该行预期主要受到期内黄金均价按季上升14.7%的推动。上半年公司铜产量及金产量分别增长10%及17%,该行认为Kamoa-Kakula项目停产影响有限,而公司近期亦完成对加纳Akyem金矿及哈萨克斯坦Raygorodok金矿的收购,有助持续强化黄金资产布局。该行强调长期看好铜及黄金的价格走势,以及紫金的项目执行能力,维持“买入”评级,目标价为22.4港元。

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