大摩:料江西铜业股份(00358)及洛阳钼业(03993)股价15日内上升 均予“增持”评级

智通财经网
Nov 26, 2025

智通财经APP获悉,摩根士丹利发布研报称,中国有色金属工业协会副会长陈学森表示,由于政府指示限制过剩产能,约有200万吨铜冶炼产能已被停产,所有违反规定的在建冶炼产能也已暂停运营。若该政策落实执行,将利好铜价及主要铜生产商。该行预期江西铜业股份(00358)及洛阳钼业(03993)股价将于未来15日内上升,机会率约70%至80%,目标价分别为37.3港元及18.6港元,均予“增持”评级。

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