鐵貨(01029.HK)上半年EBITDA同比增加151.5%至3320萬美元
格隆匯 8 月 26日丨鐵貨(01029.HK)發佈截至2020年6月30日止六個月的中期業績，報告期內，公司實現收益增長19%至1.062億美元； 現金成本下降4.7%至48.8美元╱噸；EBITDA增長超過1倍至3320萬美元。
鐵江現貨主席Peter Hambro評論業績時表示：“2020年上半年是鐵江現貨發展的重要時刻，公司首次實現基本溢利。雖然溢利不多，但這個里程碑意義重大。我們正在釋放公司藴藏的巨大潛力。儘管K&S目前正以接近全產能營運，但鐵江現貨過往曾以高於其設計產能的水平營運礦場。我們認為K&S亦具備相同能力，期望礦場成熟時全面釋放潛力。
良好生產率、強勁鐵礦石價格及疲軟俄羅斯盧布均有益於鐵江現貨的盈利能力。儘管2019冠狀病毒病重挫全球經濟，惟鐵礦石仍為2020年上半年表現最佳的商品之一，加上K&S的良好生產率，鐵江現貨的收益於本年度上半年錄得大幅增長。我們亦受惠於疲軟的俄羅斯盧布，使集團的成本水平有所下降。這些利好因素促使我們首次錄得基本溢利。我們對鐵江現貨2020年上半年的財務業績感到欣喜，而隨着K&S繼續提升產量水平，我們將努力更進一步。
我們很高興已於2020年上半年取得多項成就。即使如此，我們的目標是持續進步而非固步自封。我們相信，公司已具備基礎以便進一步提升營運及財務表現。放眼未來，我們會全力以赴，確保鐵江現貨繼續遵循可持續發展方式擴充業務及發展，亦將以世界級資產增加產量，為股東創造最大價值。我們謹此感謝持份者一直以來的支持。”
根據披露，鐵江現貨實現集團EBITDA 3320萬美元，較2019年上半年的1320萬美元增加151.5%。該增長主要受產量提高、強勁鐵礦石價格及有利的外匯變動所驅動。從營運角度來看，K&S產能的成功提升使產量得到穩步提升，該礦場於2020年上半年平均以89%產能營運，較去年同期上升11%。在鐵礦石價格方面，儘管2019冠狀病毒病對全球經濟產生影響，但於2020年上半年普氏含鐵量65%鐵礦石基準價格上升9%至近每噸113.6美元。2020年上半年普氏含鐵量65%鐵礦石平均價格為每噸105.8美元，與2019年上半年每噸105.3美元的價格水平相若。由於集團的經營成本主要以俄羅斯盧布計值，而收益主要以美元計值，故俄羅斯盧布上半年貶值13%對EBITDA構成正面影響，現金成本降低4.7%至每噸48.8美元。該等有利因素推動集團於2020年上半年實現強勁的EBITDA。
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