鐵貨(01029.HK):第三季K&S銷量按季增長10%
格隆匯10月28日丨鐵貨(01029.HK)發佈公吿,2021年第三季,K&S銷量按季增長10%;K&S以平均產能的81%營運;採礦承包商的表現持續不理想;當前生產率約為84%;通過部分改以海運向華南客户送貨及部分改以西行鐵路運輸路線(即通過Zabaikalsk-滿洲裏市跨境口岸)向中國東北客户送貨,減少依賴交通擠塞的波格拉尼奇內-綏芬河鐵路跨境口岸;Sutara繼續按計劃開發。
鐵江現貨首席執行官馬嘉譽對第三季表現評論道:“本人樂見管理團隊藉其物流經驗及靈活性發揮所長。儘管俄羅斯鐵路擠塞問題仍然存在,許多俄羅斯生產商難以向客户運送產品,惟K&S採用不同的分銷渠道,得以藉此提高運輸量。
在本季度,鐵江現貨善用強勁的鐵礦石價格環境,向Gazprombank提早償還70百萬美元的貸款,降低本公司的資產負債率及融資成本。儘管鐵礦石價格於2021年上半年飆升後有一定修正,惟第三季普氏含鐵量65%鐵礦石指數的平均價格仍較2020年的年度平均價格高出57%。由於目前價格水平及K&S的生產率持續高企,鐵江現貨的現金流量繼續改善。
鐵江現貨的可持續發展對我們的持份者尤其重要。Sutara礦牀將為K&S提供充足的高質量進料,應付未來生產需要。K&S正着手建設基建工程,而Sutara繼續按計劃開發。”
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