<p>美银证券发布研究报告称，洛阳钼业 (03993.HK) -0.540 (-2.869%) 空头头寸为 2.0241 亿美元；比例为 31.343%。该公司在 2026 年第一季度的净利润同比增长 97%，达到 77.6 亿元人民币，符合券商预期。在此期间，铜业务贡献了约 100 亿元人民币的毛利润，占总产品毛利润的约 63%。铜产量同比增长 10%，达到 188,000 吨，销售量达到 182,000 吨。集团维持 2026 年全年产量指导为 760,000 至 820,000 吨。</p>
<p>美银证券指出，成本通胀仍然是关键变量。它维持对洛阳钼业 H 股的买入评级，目标价为 28 港元。（hc/u）（香港股票报价延迟至少 15 分钟。空头数据截至 2026 年 4 月 27 日 12:25。）</p>
<p>本文由 AI 自动翻译，中文版本应视为权威版本。AASTOCKS.com Limited 不保证其准确性或完整性，并对因使用此翻译而产生的任何损害或损失不承担任何责任。</p>

洛阳钼业

<p>BofAS 对洛阳钼业维持买入评级，目标价为 28 港元，指出成本通胀是一个关键变量。洛阳钼业报告称 2026 年第一季度净利润同比增长 97%，达到 77.6 亿元人民币，主要受铜业务毛利约 100 亿元人民币的推动，占总毛利的 63%。铜产量同比增长 10%，达到 188,000 吨，销售量为 182,000 吨。公司维持全年产量指导为 760,000 至 820,000 吨</p>

<p>BofAS issued a research report stating that CMOC (03993.HK) -0.540 (-2.869%)  Short selling $202.41M; Ratio 31.343%  reported a 97% YoY increase in net profit to RMB7.76 billion in 1Q26, in line with the brokers expectations. During the period, the copper business contributed gross profit of approximately RMB10 billion, accounting for about 63% of total product gross profit. Copper production rose 10% YoY to 188,000 tonnes, with sales reaching 182,000 tonnes. The group maintained its full-year 2026 production guidance at 760,000 to 820,000 tonnes.</p>
<div class="lb-trans"><p>美银证券发布研究报告称，洛阳钼业 (03993.HK) -0.540 (-2.869%) 空头头寸为 2.0241 亿美元；比例为 31.343%。该公司在 2026 年第一季度的净利润同比增长 97%，达到 77.6 亿元人民币，符合券商预期。在此期间，铜业务贡献了约 100 亿元人民币的毛利润，占总产品毛利润的约 63%。铜产量同比增长 10%，达到 188,000 吨，销售量达到 182,000 吨。集团维持 2026 年全年产量指导为 760,000 至 820,000 吨。</p>
</div><p>BofAS noted that cost inflation remains the key variable. It maintained its Buy rating on CMOCs H-shares with a TP of HKD28. (hc/u)(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-04-27 12:25.)</p>
<div class="lb-trans"><p>美银证券指出，成本通胀仍然是关键变量。它维持对洛阳钼业 H 股的买入评级，目标价为 28 港元。（hc/u）（香港股票报价延迟至少 15 分钟。空头数据截至 2026 年 4 月 27 日 12:25。）</p>
</div><p>This article was automatically translated by AI, the Chinese version should be considered the authoritative version. AASTOCKS.com Limited does not guarantee its accuracy or completeness and accepts no liability for any damages or losses arising from the use of this translation.</p>
<div class="lb-trans"><p>本文由 AI 自动翻译，中文版本应视为权威版本。AASTOCKS.com Limited 不保证其准确性或完整性，并对因使用此翻译而产生的任何损害或损失不承担任何责任。</p>
</div>

BofAS: Cost Inflation Remains Key Variable for CMOC ; Maintains Buy Rating

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美银证券认为成本通胀仍然是洛阳钼业的关键因素，并维持买入评级