鐵貨(01029.HK):2020財年產量上升6.7%及銷量上升4.6%
格隆匯 1 月 29日丨鐵貨(01029.HK)發佈公吿,2020財年產量上升6.7%及銷量上升4.6%;在第三方採礦承包商緩解部分先前的採礦問題後,2020年第四季生產率提升3%至87%產能(2020年第三季:84%);目前生產率約為85%產能;成功通過新海運航線向中國新客户及俄羅斯客户分流銷售後,已緩解在中俄邊境的臨時物流問題。
2020年第四季,K&S按87%的平均產能運作,生產686,842噸鐵精礦,較上一季上升3.2%,歸功於乾燥裝置運作有所改善。隨着於去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。誠如先前所公佈,第三方採礦承包商遇到若干產能及設備供應問題。有關情況已有所改善,但採礦量滯後仍然是限制K&S生產的因素。
2020年第四季銷售鐵礦石544,403噸,較上一季下降16.5%,主要由於綏芬河邊境口岸鐵路物流問題。此減少是由於2019冠狀病毒病問題影響向K&S主要客户的鐵路運輸。直至2020年12月底,前往綏芬河邊境的鐵路已恢復部分服務。目前,K&S能夠通過火車向中國客户交付約一半的日產量,其餘產量則通過海運運送至更遠的中國客户以及俄羅斯客户。
2020財年普氏65%含鐵量的基準價格上漲67%,收報每噸174美元,使鍊鋼原材料成為年內表現最佳的商品之一。鐵礦石受益於中國對該商品的高需求及供應量的不明朗因素。2020年中國的鋼鐵生產及消費持續高企,原因為由基建帶動的刺激因素推高對鐵礦石的需求。在供應方面,巴西因爆發2019冠狀病毒病而導致供應中斷,全球第二大鐵礦石生產商淡水河谷下調2020年及2021年的產量指引。此外,澳洲西部的風暴可能造成的短期干擾令市場憂慮鐵礦石供應。
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