【港股通】中国黄金国际(02099)逆市升逾3.4% 机构指公司甲玛矿区复产带动产量逐步恢复

金吾财讯11-20 09:44

金吾财讯 | 中国黄金国际(02099)逆市上行，截至发稿，涨3.43%，报40.75港元，成交额2181.58万港元。第一上海发研指，目前公司发布2024年的产量指引，预计2024年长山壕金矿黄金产量区间为3.3至3.5吨；甲玛矿铜产量区间为4.32万吨至4.45万吨，黄金产量区间为1.32吨至1.41吨，公司正在积极推进三期尾矿库建设，预计于2027年上半年建成并投入营运。三期尾矿库一旦完成，总计日选矿能力预计将增加至44,000吨╱日。该行表示，基于公司甲玛矿区复产带动产量逐步恢复以及铜金价格维持高位运行，公司未来业绩将进入高速增长通道。公司整体估值在铜金板块偏低，仍有较大修复空间。该行分别调整2024-26年收入预测至7.6亿/10.8亿/11.3亿美元；调整归母净利润预测至0.9亿/3.6亿/3.9亿美元，给予目标价63.42港元，对应2025年9倍PE，维持买入评级。

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