智通财经APP获悉,花旗发布研报称,尽管2026年预期加工费(TC/RC)走低,但考量硫酸价格上涨,预期江西铜业股份(00358)的铜冶炼业务仍能维持盈利。若收购SolGold交易顺利完成,预计将自2028年起推动长期盈利增长。该行将江西铜业H股目标价由39.8港元上调至54.1港元,按现金流折现率及公平市账率作估值,维持“买入”评级。
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