鐵貨(01029.HK)：K&S第二季鐵精礦銷量環比上升8.5%
格隆匯 7 月 31日丨鐵貨(01029.HK)發佈公告，2020年第二季，K&S按平均產能92%營運，生產約72.5萬噸鐵精礦，較上一季上升8.1%。已售71.99萬噸鐵精礦，較2020年第一季高出8.5%。倘並未因第三方採礦承包商的限制而阻礙生產，營運表現應會進一步提升。於本季度，採礦量低於預期，主要由於短期採礦問題所致。採礦承包商現正努力設法趕上滯後的採礦量。2019冠狀病毒病的爆發蔓延至包括俄羅斯在內的多個國家，該病毒至今並無對鐵江現貨的營運造成重大影響。
就2020年上半年而言，K&S按平均產能88%營運，生產139.54萬噸及售出138.34萬噸含鐵量65%鐵精礦，較去年同期分別高出14.3%及11.6%。
受益於中國鐵礦石需求增長及主要鐵礦石生產商的供應受限，鐵礦石市價持續上漲。截至2020年6月30日，含鐵量65%鐵礦石的普氏基準價格為每噸114美元，較截至2019年末高出9%。另一方面，於2020年上半年，俄羅斯盧布貶值13%及3個月倫敦銀行同業拆息下降160個基點，兩者均有助於控制鐵江現貨的成本水平。由於上述原因，鐵江現貨預期2020年上半年將報告不少於500萬美元的純利，由2019年上半年錄得虧損2520萬美元后扭虧為盈。有關2020年上半年業績的全部詳情將於2020年8月底前刊發的2020年中期業績公告中呈列。
鐵江現貨首席執行官馬嘉譽對第二季表現評論道：“本人對K&S於2020年第二季存在採礦工作問題時仍成功接近全產能營運感到滿意。我們正督促採礦承包商提高工作效率，使K&S可繼續以高產能營運。儘管2020年上半年對大部分業務而言充滿挑戰及不確定因素，惟鐵礦石市場為少數表現良好的市場之一。由於供應中斷及中國政府承諾增加基礎設施支出，鐵礦石為2020年上半年表現最佳的商品之一。除了表現理想的鐵礦石價格，鐵江現貨亦受益於俄羅斯盧布疲軟及利率下降。該等利好因素加上強勁的生產率，讓鐵江現貨可於2020年上半年為股東帶來溢利，為本公司發展的一個重大里程碑。然而，有多項挑戰我們不應忽視。全球經濟受到西方國家與中國之間不斷升級的政治緊張局勢困擾。2019冠狀病毒病的全球影響對個人、政府及業務而言是一個前所未有的挑戰。至今，對本集團的干擾已屬可控制，我們的營運並未受到重大影響，這歸功於我們的僱員，他們在工作環境轉變中迎難而上，特別是繼續於現場工作的僱員。鐵江現貨將繼續審慎應對該等挑戰。”
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