鐵貨(01029.HK): K&S首九月產能同比增長10.5%
格隆匯10月22日丨鐵貨(01029.HK)公佈,於2019年首九個月,K&S生產188.0894萬噸鐵精礦,較去年同期增加10.5%,即年生產率達78%。於第三季,K&S在7月及9月以高產能營運,每月產能分別達致85%及95%。然而,8月的生產受特大暴雨影響,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。季度生產率因而下跌至77%。暴雨已消退,而K&S生產現已重回正軌。
由於全球鐵礦供應量有所增加,65%含鐵量的鐵礦石的普氏基準價格於本季內相對波動,由每噸136美元下跌至每噸89美元喘定。中國鐵精礦的需求於9月回升,此支持價格於季尾反彈至約每噸100美元。含鐵量65%鐵礦石與含鐵量62%鐵礦石於9月的差距,已由於中國經濟放緩及中國政府放寬環境保護政策而收窄至每噸6美元。
鐵江現貨首席執行官馬嘉譽在評論第三季表現時表示:“本季開始時,K&S於7月的產能達致85%,成績理想。然而,我們的產能提升計劃受8月惡劣天氣所中斷而需降低生產率。停工期間,我們把握機會執行多項維護及保養工作,為本年稍後時間達致更高產能打好基礎。暴雨過後,我們的營運團隊已迅速恢復正常營運,並於9月將產能提高至95%。K&S現正以接近全面產能營運,且產能提升計劃已近尾聲。該計劃的最後階段需要更多時間、耐心及技能。礦場團隊正解決餘下的生產瓶頸併為冬季生產預備乾燥機。
中美緊張局勢一直影響全球經濟且鐵礦市場在此方面為引領指標。所幸鐵礦石價格已穩定在合理水平。預期一帶一路倡議將為鐵礦石產業以及即將動工的新基建項目帶來嶄新機遇。鐵江現貨將緊抓機遇,旨在儘量提高持份者的價值。”
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