美银:升江西铜业股份(00358)目标价至17港元 中期盈利胜预期
智通财经网·2025-08-29 07:28

Core Viewpoint - Bank of America reports that Jiangxi Copper's net profit after tax for the first half of the year increased by 15% to 4.2 billion RMB, with a second-quarter net profit rise of 17% to 2.2 billion RMB, exceeding expectations [1] Company Summary - Jiangxi Copper's copper mining volume accounts for less than 10% of its total production, indicating limited impact from operational disruptions on overall output [1] - Bank of America has raised its forecast for Jiangxi Copper's net profit after tax for this year by 28% to 7.2 billion RMB and for next year by 18% to 7 billion RMB [1] - The target price for Jiangxi Copper has been increased from 11 HKD to 17 HKD, with a rating of "underperform" [1] Industry Summary - The optimistic outlook on copper mining is driven by supply tightness in copper concentrate due to operational interruptions [1]