研报掘金丨国联证券：江西铜业有望迎来价值重估，首予“买入”评级

格隆汇11-20 16:32

国联证券研报指出，江西铜业(600362.SH)是全国铜行业龙头，矿端与资源端优势突出，有望迎来价值重估，首次覆盖，给予“买入”评级。2023年及2024 H1，公司实现归母净利润分别为65.05/36.17亿元，分别同比增长8.53%/7.66%。受益于铜价上行，公司盈利能力改善。从公司子公司富冶和鼎铜业盈利情况来看，2024H1 实现净利润5.35 亿元，接近2023 年全年净利润5.98 ...

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