有色金属毛利率大增 洛钼现价便宜可留意

真灼财经
Oct 27

在AI大时代,铜不论在电动车、数据中心抑或电线电缆都需求殷切,现货铜价上周五再创新高,升至每吨10950美元,其他有色金属,包括稀土价格都在飞升。洛阳钼业(03993.HK)$洛阳钼业(HK3993) 刚公布的第三季度业绩,就录得近倍的盈利增长,铜的业务比例进一步增加,各项矿产毛利率显著提升,估值上仍有很大提升空间,追得过。洛阳钼业第三季度实现营业收入507.13亿元(人民币,下同),同比下降...

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