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紫金矿业逼近涨停创历史新高 月内累涨55%
格隆汇 02-22 10:55
格隆汇2月22日丨延续近期强势,紫金矿业(601899.SH)盘中一度触及涨停,报15元,月内累涨55%;H股盘中一度涨12%报15.68港元,月内累涨74%;AH股均创出历史新高价。日前铜价已升至9年新高。分析人士认为,新能源领域用铜需求将提升,铜矿供给增速逐年下降,加上流动性至2022年或仍维持较充裕,铜价仍存在上涨空间。中信证券日前发报告称,紫金矿业等龙头矿业公司的估值逻辑可能由盈利估值向资源维度切换,在目标金属价格下,预计紫金矿业A/H股市值可达5500亿元和5000亿港元,上调A/H股目标价至21元/19港元。

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