港股异动 | 洛阳钼业(03993)涨超4% 去年铜钴产量大幅增长 整体产量略超预期
洛阳钼业(03993)涨超4%，截至发稿，涨4.45%，报4.46港元，成交额6762.79万港元。
消息面上，洛阳钼业日前公布2023年度主要产品产量，铜金属全年产量约41.95万吨，同比增长51%；钴金属全年产量约5.55万吨，同比增长174%；钼金属去年产量约1.56万吨，同比增长3%；钨金属(不含豫鹭矿业)全年产量7975吨，同比增长6%；黄金产量约1.88万盎司，同比增长16%。
广发证券指出，TFM 扩产、KFM 投产放量带来公司23年铜钴产量大幅增长，整体产量略超预期。据公司官微，公司新增产铜量将成为全球新增产铜量的重要来源，公司或已跻身全球最大钴生产商。KFM于23Q2投产即达产，始终保持稳产高产，23年12月产铜近1.5 万吨。2024年，随着TFM混合矿逐步达产，KFM潜能进一步发挥，预计全年铜钴产量还将有显著提升。
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