鐵貨(01029.HK):K&S以95%產能營運 鐵礦石價格環境良好
格隆匯10月3日丨鐵貨(01029.HK)公佈,K&S生產率達95%產能。該項目的產量持續提升,產能於2019年9月已達致約95%*,説明產能提升計劃進展理想。然而,誠如先前所公佈,K&S的生產於8月受特大暴雨影響。此反常天氣情況十分極端,以致當地政府宣佈進入緊急狀態。
猶幸強降雨終已消退,而K&S的營運現已恢復正常,礦場團隊現正專注於優化營運流程及解決餘下的生產瓶頸問題。該團隊亦正部署乾燥裝置的使用,以為冬季生產作好準備。
此外,在K&S持續提高其產量的同時,令人振奮的是鐵礦石市場價格出現回升跡象。於8月,由於鐵江現貨於巴西及澳大利亞的同行企業提高產量,加上全球需求增長放緩,含鐵品位65%普氏價格指數由每噸136美元下跌至每噸89美元喘定,儘管全球貿易爭端引致不明朗因素,指數於9月仍呈現回升態勢。其目前於每噸約100美元的水平徘徊,略高於早前的市場預測。
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