研报掘金丨浙商证券:维持盛达资源“买入”评级,黄金优质资产有望使公司估值提升
Ge Long Hui A P P·2025-12-26 05:57

Group 1 - The core point of the article is that Shengda Resources plans to acquire 60% of Yichun Jinshi Mining for 500 million in cash, with significant copper and molybdenum resources identified [1] - The inferred and controlled resource amounts include 1.54 million tons of copper with a grade of 0.15% and 460,000 tons of molybdenum with a grade of 0.046% [1] - The acquisition of Jinshi Mining is emphasized not only for copper but also for gold, as the I-type copper-molybdenum deposit primarily consists of primary sulfide ores, which have a high recovery rate and are easy to process [1] Group 2 - The company has received approval for the delayed trial production application of the Caiyuzi copper-gold mine and will proceed with obtaining the safety production license as required [1] - The production volume is not expected to be affected, and full production is anticipated to be achieved next year [1] - As a leading player in the silver industry, the company is entering the gold/copper mining sector, benefiting from the recent significant rise in gold and silver prices, which is expected to enhance the company's product offerings and valuation [1]

Zheshang Securities-研报掘金丨浙商证券:维持盛达资源“买入”评级,黄金优质资产有望使公司估值提升 - Reportify