五礦資源(01208.HK)2021年總銅產量為34萬噸 同比下降12%
格隆匯1月24日丨五礦資源(01208.HK)公吿，2021年第四季度可記錄總工傷事故頻率（TRIF）為每百萬工作小時0.88，2021年全年為1.09，較2020年全年TRIF（1.38）下降21%。
2021年全年總銅產量（電解銅加銅精礦含銅）為339,682噸，較2020年下降12%，乃由於Las Bambas礦石品位較低以及發生逾100天的社區堵路，同時由於Kinsevere礦正為轉向開採和加工硫化礦做準備，其礦石品位亦下降。2021年全年總鋅產量為249,767噸，較2020年上升2%，乃由於Dugald River產量創新高及Rosebery的採礦及選礦廠表現一致。
2021年Las Bambas年度產量為290,097噸，較2020年下降7%，乃由於平均品位較低及社區堵路導致礦山在十二月完全關閉大約兩週。在社區成員、政府及Las Bambas於2021年12月30日聯合舉行會議後，路障已獲拆除。該礦山自2022年一月起已恢復完全產能。
Kinsevere年產量為48,017噸，較2020年下降33%，乃由於採礦活動暫停。然而，煉廠表現仍然十分強勁，年度平均回收率上升。
2021年Dugald River及Rosebery分別產鋅180,313噸及69,454噸。按鋅當量計，Dugald River產量連續第二年超過200,000噸。Rosebery產量大約157,482噸，較2020年上升11%。
視政府許可及批准以及社區談判情況，預期將於2022年中開發Las Bambas Chalcobamba礦坑，其後於下半年開始投產。根據此時間，2022年Las Bambas銅精礦含銅的產量預期300,000至320,000噸。在通貨膨脹壓力及一次性因素的共同影響下，C1成本預計為1.30至1.40美元╱磅。2023年起較高的產量將在其後年度中部分緩解C1升高的壓力。
2022年Kinsevere的電解銅產量45,000至50,000噸。預期於2022年四月即雨季之後，重啟開採餘下氧化礦資源。Kinsevere擴產項目的前期工程繼續，等待公司預計於2022年第一季度批准。項目將帶動未來數年的銅產量上升，亦將在MMG的組合中加入相當的鈷生產。
2022年Dugald River預期生產鋅精礦含鋅170,000至190,000噸，而Rosebery預期生產鋅精礦含鋅55,000至65,000噸。
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