鐵貨(01029.HK):K&S首九月產量按年增長12.1%
格隆匯 10 月 23日丨鐵貨(01029.HK)發佈公告,截至2020年9月30日止三個月的第三季,於本季度,K&S的產量較去年同期增長7.7%,生產665,514噸含鐵量65%鐵精礦。產量至今較2019年第三季高出12.1%。儘管傾盆大雨導致生產中斷,但K&S仍取得理想的經營業績。於2020年8月及9月,地區降雨量高於正常水平一倍以上。天氣反常加劇,以致當地政府宣佈進入緊急狀態。臨近9月底,暴雨消退使K&S恢復正常營運。礦場現以約90%的生產率運作。K&S首九個月的產量按年增長12.1%。
誠如先前所公佈,第三方採礦承包商遇到若干採礦問題,且採礦量低於預期。儘管該問題仍為K&S生產的限制因素之一,惟承包商現正提高工作效率,努力設法趕上滯後的採礦量,情況逐步改善。K&S亦考慮其他替代方案,以提升礦場營運效率。
鐵江現貨繼續受益於穩定的市場鐵礦石價格、疲軟的俄羅斯盧布及低市場利率。含鐵量65%鐵礦石的普氏基準價格於9月衝破每噸140美元,而俄羅斯盧布於季末貶值至約78盧布。於本季度,倫敦銀行同業拆息收報約0.23%,較去年同期下降約185個基點。該等參數正面,加上K&S的良好生產率均提升鐵江現貨的盈利能力。
此外,Kuranakh維護及保養進度理想;及於行政管理中,但可適合重開。鐵江現貨受益於鐵礦石價格穩定、俄羅斯盧布疲軟及倫敦銀行同業拆息下降;及就2019冠狀病毒病採取適當措施,故疫情尚未造成重大影響。
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