天风证券：首予洛阳钼业“买入”评级铜钴放量盈利弹性显现

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天风证券（601162）有研报指出，目前洛阳钼业（603993）(603993.SH)拥有多元化、全球化、世界级的资产组合，已成为全球领先的铜(23年产量接近全球前十)、钼、钨、铌生产商，第一大钴生产商，亦是巴西领先的磷肥生产商，同时公司基本金属贸易业务位居全球前列。中长期看，钴市场供需两旺，动力电池驱动钴需求持续增长，国际钴业协会预计，2023年到2030年钴需求将以11%的CAGR增长，而总...

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天风证券：首予洛阳钼业“买入”评级 铜钴放量盈利弹性显现

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天风证券：首予洛阳钼业“买入”评级铜钴放量盈利弹性显现