《大行》中银国际升五矿资源(01208.HK)目标价至11.01元 第三季铜产量按年温和增长

阿斯达克财经
Oct 16

中银国际发表研究报告指,五矿资源(01208.HK) 第三季铜产量按年增长3%至13.12万吨,非洲两座矿山产能爬坡为主要增长动力。按公司更新后指引计,该行估计第四季铜产量按季跌6%,惟仍预期全年铜产量按年增长3%。该行指出,Las Bambas铜产量因矿石品位及回收率下降按年跌3%,但Kinsevere受惠电力供应改善及硫化矿处理线爬坡,Khoemacau则受惠较高矿石品位,两者强劲增长足以抵销...

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