五矿资源(1208)深度报告:国际化运营典范 铜矿开采进入快车道

中信建投证券
Sep 24

核心观点公司专注于全球铜、锌等基本金属开采,擅长海外矿山收购和运营,成功的国际化运营案例有望持续复制。目前公司主要利润集中在铜矿开采,随着美联储进入降息周期,能源转型推升铜需求,铜价预计持续上行。公司旗下三个主力矿山均已经进入发展快车道。Las Bambas 随着社区关系好转,第二矿坑Chalcobamba 的高品位矿顺利生产,实现了产量提升和成本下滑的双重增长。Kinsevere 的氧化矿转硫化...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10