中银国际:调整五矿资源(01208.HK)目标价至10.93港元 次季金属产量表现强劲

智通财经
Jul 24
【中银国际:调整五矿资源(01208.HK)目标价至10.93港元 次季金属产量表现强劲】智通财经APP获悉,中银国际发布研报称,得益于Las Bambas和Dugald River矿山的强劲表现,五矿资源(01208.HK) 2026年第二季度的铜、锌总产量分别按季增长7%和10%。尽管公司基本维持全年产量指引,但鉴于2026年上半年副产品抵扣收益显著,下调了旗下三座矿山的C1现金成本指引。中银国际微调模型后,将公司2026至2028年每股盈利预测下调0%至2%,并将目标价调整至10.93港元,重申“买入”评级。

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