五礦資源(01208.HK):Las Bambas精礦運輸將逐步恢復
格隆匯1月10日丨五礦資源(01208.HK)公佈,公司對社區拆除在祕魯Chumbivilcas縣Velille鄉阻礙了物流運輸的路障表示歡迎。Las Bambas的精礦運輸由即日起將逐步恢復,與有關各方的對話亦將繼續進行。隨着精礦運輸的恢復,降低礦山現場銅精礦庫存的工作也得以繼續進行。導致庫存的原因包括過往及近期的社區行動,以及政府為防控2019冠狀病毒病疫情對運輸所做的相關限制。
截至2020年12月31日,礦山現場存放的銅精礦(含銅)數量約為65,000噸。相較9月30日披露的47,000噸庫存量淨增加了18,000噸。Velille鄉的此次行動為導致庫存增加的直接原因,但其並未最終對生產造成影響。公司正在採取措施儘速清除庫存。此項工作預計將持續至2021年第二季度。
由於Velille鄉堵路的原因,公司在12月下旬按臨時價格售出約18,000噸的銅精礦(含銅)。已銷售商品仍保留在礦山現場,並已包含在上述庫存統計之中,但由於所有權已轉移至客户,因此其不再作為Las Bambas存貨。上述銷售商品的最終價格將根據出運之時海關作價期有關安排而定。
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