五礦資源(01208.HK)料今年產銅量達45萬噸制定業務轉型計劃
五礦資源(01208.HK)行政總裁高曉宇在中期業績發布會上表示,集團上半年由盈轉虧,錄8,100萬美元虧損,主要由於商品價格走低,及秘魯Las Bambas礦山因社區示威堵路持續而被迫於4月初停工,以致銷售下跌。他稱雖然當地礦廠其後已復工並很快恢復正常營運,但有關社區問題風險仍在,會繼續留意事態發展。
集團預期今年全年將生產銅45萬至45.5萬噸,及鋅25萬至27萬噸。他指下半年將聚焦於實現全年產量目標,並進一步降低成本提高槓桿。此外,集團亦制定了業務轉型計劃,包括減少經營開支並提高效率;優化運營業務以提高競爭力;及加強資產負債表。
高曉宇提到,轉型計劃有助集團以更佳定位,應對商品價格下行周期的挑戰,另一方面下行周期亦提供更多尋找優質資產收購的機會,集團亦一直有留意不同的業務發展機會。
首席財務官Ross Carroll則指,隨著庫存的出售,集團下半年的現金流和盈利能力料將會有所改善。而Libor在今年已下降約85個基點,亦有助集團降低債務和利息成本。
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