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紫金礦業(02899.HK):今年產量增長前景確定 俄羅斯業務受影響可控
紫金礦業(02899.HK)董事長陳景河表示,今年產量增長前景比較確定,因去年和今年都陸續有新項目投產,例如塞爾維亞佩吉銅金礦、VK礦等,並料未來銅增量明顯,未來亦會考慮併購。 陳景河在業績會議上指,能源革命對市場有重大影響,特別是電動化發展迅速,紫金作爲原材料企業不能無動於衷,會有較大力度進入新能源產業,而去年收購位於阿根廷的鹽湖鋰項目已於今日正式開工建設。 另外,對於俄羅斯受制裁,常務副總裁林泓富表示,俄羅斯業務目前整體受影響較小和可控,因在俄境內資產較少,預計事件會對大宗商品供應邊際造成衝擊,而礦山供應鏈包括資金流轉及匯率風險亦會受影響。 林泓富指,目前在俄業務生產營運正常,公司會採取應對措施,包括將資金分散至未被制裁的銀行、研究透過離岸人民幣帳戶管理資金、加強當地採購及拓展中亞以外採購渠道等。
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