摩根大通发布研报称，刚果（金）发布铜精矿和钴精矿出口禁令，认为虽然五矿资源（01208） 、紫金矿业（02899）及洛阳钼业（03993）在刚果（金）的资产分别占其2026年预测铜产量约14%、25%及100%，但相信政策实际影响有限，因今次禁令针对铜精矿出口，而相关企业在刚果（金）的主要资产均具备整合冶炼产能，主要产品为阳极铜、粗铜及阴极铜而非精矿。
该行对铜矿股维持正面看法，维持首选紫金矿业，评级“增持”，目标价50港元；洛阳钼业及五矿资源评级为“增持”，目标价分别为25港元及13港元。
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