鐵貨(01029.HK)：一季度K&S銷售66.6萬噸鐵精礦 環比上升22.3%
格隆匯 4 月 29日丨鐵貨(01029.HK)發佈公吿，2021年第一季，該季度K&S生產鐵精礦644,744噸，較上一季下降6.1%。與2020年第四季的情況類似，設備供應問題及主要採礦承包商表現欠佳，導致滯後採礦量累積及K&S繼續面臨與選礦欠佳的營運限制因素。為緩解此等問題，K&S委聘新採礦承包商，其自3月底於礦場開展工作。預期K&S提高採礦量，並即將趕上累積的滯後採礦量。可移除鐵精礦中多餘水分的乾燥機運作理想，2021年第二季因氣温回暖而毋須繼續使用。
煤炭輸出量增加，導致俄羅斯鐵路交通擠塞，而2019冠狀病毒病引致的中俄邊境跨境效率問題令情況加劇。於2020年12月暫停運輸後，K&S於2021年第一季得以經鐵路向中國客户運送貨物。然而，由於鐵路運輸量下降，平均每日可發運一列火車，相當於K&S每日產能約一半水平。為緩解Grodekovo－綏芬河跨境的限制因素，K&S一直通過海運交付方式將更多產品分流至中國南部客户及俄羅斯客户。於2021年第一季，K&S銷售665,664噸鐵精礦，較上一季上升22.3%。
含鐵量65%鐵礦石的普氏基準價格節節上升，第一季的平均價格達每噸190美元，較上一季平均價格上升29.3%。鐵礦石價格高企，主要歸因於中國對鐵礦石的需求強勁、預期於美國啟動基礎設施項目以及澳洲及巴西的季節性天氣因素致令主要鐵礦石生產商減少全球供應。由於中國承諾於2060年前減排，於未來實現碳中和，故含鐵量65%及含鐵量62%鐵礦石之間的溢價不斷擴大，於2021年3月達每噸26美元。
鐵江現貨首席執行官馬嘉譽對第一季表現評論道：“鑑於採礦及鐵路擠塞問題，本季度充滿挑戰。我們致力鼓勵主要採礦承包商提升工作效率，同時已委任一名新承包商以提升採礦量，藉以引入競爭。鐵路擠塞問題仍窒礙銷售增長，尤其是該問題非我們所能控制，令人氣餒。為緩解此問題，縱使貢獻純利率可能更低，但我們仍將銷售向其他客户分流。我們明白並深知營運K&S等大型礦場絕不會一帆風順，過程中必定經歷起起落落。在如此艱難時刻，K&S礦場團隊迎難而上，展現敬業及堅韌精神，令我們深受鼓舞。
在處理上述短期問題時，我們並未忽視礦場的長遠發展。根據K&S的開發時間表，Sutara礦場將於2023年前開始供應礦石，而Kimkan礦牀的礦石開採量將逐漸減少。我們的團隊已着手開發Sutara礦場，確保於K&S餘下礦山壽命內向加工廠房穩定供應進料。”
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