节点：中游（冶炼、中间品）位置：中游情绪：利好参考度：10/10
金价持续走高，现货黄金一度突破5100美元/盎司，高盛将金价预期上调至5400美元。洛阳钼业近期完成巴西4座矿山交割，实现即期产能释放，预计2025年即可稳定出金，2026年黄金产量达6-8吨。
洛阳钼业的战略布局不止于此，2024年5月收购的厄瓜多尔金矿项目预计3年后投产，每年新增黄金产能约1...铜价涨幅近40%，钴价去年四季度反弹超40%，钼、铜、钴等金属业务爆发推动2025年归母净利润突破200亿元，同比增长50%。当前黄金价格屡创历史高位，洛阳钼业百亿出手是未雨绸缪的战略布局，还是周期顶点的风险博弈，市场将持续验证。
The complete content requires login
You can view the full content after logging in. If you don't have an account, please register first.
This Website publishes publicly available information that SMMNN deems reliable, but makes no warranty as to the accuracy or completeness of such information. The information provided by SMMNN is for reference only and does not constitute investment advice to any entity. Members of the Website shall not replace their own independent judgment with such information.
