五礦資源(01208.HK):經濟復甦帶動未來幾年金屬需求
五礦資源(01208.HK)行政總裁高曉宇表示,2021年疫苗預期陸續獲批及廣泛接種,經濟出現復甦跡象,帶動未來幾年的金屬需求,特別是中國經濟強勁反彈刺激需求,因此預期銅價及其他金屬價格上升趨勢仍會持續一段時間。
去年底秘魯Las Bambas礦區附近發生民眾堵路事件,阻礙物流運輸。他表示,將持續與社區溝通,最近的對話取得建設性成果,正與政府部門討論其他精礦運輸可持續替代方法,但由於尚在非常初步階段,未有落實任何計劃。
至於Las Bambas礦區開拓Chalcobamba礦坑的進展,他指出,原預期於去年進行的過渡準備工作,包括拓展工作面、增加設備等,因疫情延遲至今年進行,因此預期即使最快在今年首季取得批文,上半年開展實質性開拓,Las Bambas將要在未來幾年才可年回復至更高產量。電解銅礦區Kinsevere計劃開發下一期項目,以延長礦山年限。他表示,將繼續於該區域勘探,項目仍有待董事會批准。
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