港股异动 | 中国中冶(01618)绩后涨超8% 二季度业绩边际改善 矿产资源价值重估空间可观

智通财经
Sep 01

智通财经APP获悉,中国中冶(01618)绩后涨超8%,截至发稿,涨7.49%,报2.44港元,成交额1.81亿港元。

消息面上,中国中冶发布中期业绩,营业收入2375.33亿元人民币,同比减少20.52%;股东应占溢利30.99亿元,同比减少25.31%。国盛证券指出,分季度看,Q1/Q2公司营收分别同降18%/23%;归母净利润分别同比-40%/+1%,Q2增速转正,环比大幅提速,主要受益于毛利率提升以及减值损失减少。

该行指出,上半年公司三座在产矿山合计实现营业收入28亿元,同增3%;实现归属中方利润5.5亿元,同增29%,占公司归母净利润的18%,其中瑞木镍钴矿/山达克铜金矿/杜达铅锌矿归属中方利润分别为2.3/1.5/1.7 亿元。此外,锡亚迪克铜矿项目巴基斯坦相关审批程序已全部申请并基本获批,阿富汗艾娜克铜矿正加快推进可研论证、进矿道路建设等前期准备工作,上述两座矿山投产后,资源板块业绩贡献有望显著增厚,价值重估空间可观。

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