智通财经APP获悉，高盛发布研报称，维持对洛阳钼业(03993)的“买入”评级，目标价从10.8港元升至19港元。洛阳钼业按中国会计准则计算第三季纯利同比增长96%至56.1亿元人民币，首三季经常性净利润为141亿元人民币，胜预期，并相当于该行全年预测的约75%及市场预期的约82%。
因应首三季表现及该行对铜价的最新预测，该行将洛钼2025至2027年经常性盈利预测上调8%至32%，同时将2028至2030年铜产量预测上调30%至100万吨，预期铜价上升及钴价复苏将推动洛钼2025至2026年经常性利润年均复合增长率达38%，加上2028年实现100万吨铜产量及Cangrejos金铜项目投产的预期，将驱动2028至2029年盈利增长。
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