平安证券研报指出,赤峰黄金2025年上半年归母净利润11.07亿元(同比+55.79%);Q2实现归母净利润6.23亿元(同比+22.25%,环比+28.97%)。海外资源潜力提升,业绩弹性可期。美元信用体系逐步弱化,货币属性和避险属性支撑黄金的储备地位重新持续抬升,金价预计仍将维持持续上涨趋势。随着国内外扩建矿山项目的逐步落地,公司矿产金产量也将实现稳步提升,量增逻辑进一步打开公司业绩成长空间。维持“推荐”评级。
平安证券研报指出,赤峰黄金2025年上半年归母净利润11.07亿元(同比+55.79%);Q2实现归母净利润6.23亿元(同比+22.25%,环比+28.97%)。海外资源潜力提升,业绩弹性可期。美元信用体系逐步弱化,货币属性和避险属性支撑黄金的储备地位重新持续抬升,金价预计仍将维持持续上涨趋势。随着国内外扩建矿山项目的逐步落地,公司矿产金产量也将实现稳步提升,量增逻辑进一步打开公司业绩成长空间。维持“推荐”评级。
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