鐵貨(01029.HK)：K&S以約90%的產能運作 鐵礦石價格環境穩健
格隆匯 12 月 17日丨鐵貨(01029.HK)發佈公告，K&S現時以近90%的產能運作，讓礦場得以善用目前強勁鐵礦石價格環境的優勢。同時，由於經鐵路向中國客户運送貨物暫時受2019冠狀病毒病疫情帶來的物流問題影響，故K&S正儲備剩餘產量及計劃擴大其海運銷售，減輕有關影響。
在目前的寒冷天氣情況下，由於乾燥裝置可移除鐵精礦中多餘的水分，避免產品結冰，故於K&S的生產過程中發揮重要作用。隨着於今年夏季解決部分產能問題，乾燥裝置現時運作情況理想，加上其他緩解措施，有助K&S於冬季以正常產能運作。目前的生產瓶頸問題在於採礦工程。誠如先前所公佈，第三方採礦承包商面臨若干產能及設備供應問題。儘管承包商逐步增強工作效率，惟滯後的採礦量目前仍是限制K&S產量的主要因素。儘管如此，K&S在遇到採礦問題和許多火車滯留在鐵軌上的情況下仍能以近90%的產能運作。
整體而言，大部分K&S產品經鐵路向其中國客户出售。然而，俄羅斯鐵路近期出現交通擠塞情況，主要由於2019冠狀病毒病引致綏芬河邊境出現物流及跨境效率問題和許多火車滯留在鐵軌上。為此原因，直至擠塞情況有所改善前，俄羅斯鐵路不會接受通往綏芬河的貨運，因此K&S亦暫停經鐵路向中國客户運送貨物。由於交通擠塞問題可能持續至2021年第一季度，故為緩和有關影響，K&S正儲備剩餘產量，以及為幫助現金流而透過擴大海運銷售計劃減少其對鐵路運輸的依賴。
最近，來自淡水河谷的鐵礦石產量減少預測及國際貿易的緊張局勢已加劇市場對鐵礦石供應量的憂慮。加上中國強勁的國內需求及國際鍊鋼生產復甦，含鐵量65%鐵礦石的價格於12月首半個月增加至平均每噸159美元，是2013年以來的最高水平。鐵礦石的價格自2020年初起飆升約60%。由於K&S持續以高產能運作，鐵江現貨已作好部署，把握強勁鐵礦石價格市場。
鐵江現貨首席執行官馬嘉譽評論道：“本人樂見我們能在今年冬季以高產能運作，實在是K&S礦場團隊努力不懈的成果。我們現時集中解決採礦積壓問題，其將有助K&S充分發揮潛力。2019冠狀病毒病疫情的影響帶來物流挑戰，而波格拉尼奇內－綏芬河的跨境運輸情況已受影響。所幸，透過將銷售轉移至海運客户，有關影響有所緩和，此舉更可令客户羣更多元化。我們欣見鐵礦石價格穩健，且鐵礦石是2020年表現最佳的商品之一。我們樂於在此前景向好的價格環境中營運。”
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