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研报掘金丨民生证券:维持洛阳钼业“推荐”评级,积极推进扩产计划

Research Reports Gold Digging丨Minsheng Securities: Maintains 'Recommended' rating for CMOC Group Limited, actively advancing the expansion plan.

Gelonghui Finance ·  Jan 7 15:18

According to the Minsheng Securities Research Report, the Luoyang Molybdenum Industry (603993.SH) production has fully completed the annual production plan. Looking at the annualization of Q4 production, the company's annual copper production capacity may reach 0.68-0.7 million tons, mainly due to the support of the two world-class copper mines TFM and KFM in the Democratic Republic of the Congo (DRC). The company has formulated plans and production targets for the next 5 years, and is currently actively promoting production expansion plans. TKM and TFM are expected to continue to expand. Maintain a “Recommended” rating.

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