五礦資源(01208.HK)三季度銅總產量9.12萬噸 鋅總產量6.18萬噸
格隆匯10月21日丨五礦資源(01208.HK)披露截至2021年9月30日止三個月的第三季度生產報吿,總銅產量(電解銅加銅精礦含銅)為91,202噸,較上一季度下降2%,乃由於Las Bambas發生持久的社區堵路及Kinsevere礦石品位較低所致。
總鋅產量為61,834噸,較上一季度上升6%,乃主要由於Dugald River於六月停產維修後的採礦及選礦量增加所致。
於本季度,祕魯Chumbivilcas省發生社區堵路中斷出入物流約20天及限制Las Bambas採礦作業約12天。抗議活動涉及社區要求大量物流運輸合約,以及要求政府正式將該等社區列為受Las Bambas礦山直接影響的區域。鑑於是次中斷,現時預計Las Bambas於2021年的年銅產量將約為300,000至305,000噸。C1成本預計將較上一指導低約10美仙,為1.00至1.10美元/磅。
此外,現時預計Kinsevere的生產於2021年將為45,000至50,000噸電解銅,採礦活動將不會按先前計劃於第四季度恢復。KEP項目的推進工作繼續顯示出強大的項目經濟性,目標於年底取得董事會的最終審批。
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