智通财经APP获悉，招金矿业(01818)持续走高。截至发稿，涨10.16%，报20.38港元，成交额约3.74亿港元。
消息面上，金价今日上演V型反转，截至发稿，现货黄金升至4060美元上方，日内涨超1%。中泰证券指出，权益端经历上半年深度回调后，当前矿产金公司估值水平已大幅回落至低位、具备较高赔率，后续除估值修复行情外，有望进一步享受金价上行带来的价格弹性，金价上涨的过程本身也在持续增强黄金股投资的胜率。
第一上海此前指出，招金矿业正处于其历史上最佳的发展机遇期。2025年的业绩爆发验证了其现有业务的强大盈利能力，而海域金矿的2028年预计达产将提供至少15吨黄金的产量贡献，为其打开了未来无与伦比的增长空间。该行认为，公司是黄金板块中确定性高、成长性强的核心标的，具备长期战略配置价值。
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