五礦資源(01208.HK):一季度MMG銅總產量(包括電解銅及銅精礦)同比增長76%
格隆匯4月24日丨五礦資源(01208.HK)發佈公吿,2025年第一季度,MMG銅總產量(包括電解銅及銅精礦)達118,213噸,較去年同期增長76%。這得益於Las Bambas 和 Kinsevere的產量提升,以及Khoemacau實現完整季度的產出。本季度,Las Bambas礦山的Ferrobamba和Chalcobamba礦坑均保持穩定生產,選礦品位為0.88%,銅回收率上升至88.1%。Kinsevere的產量較去年同期增長19%,主要得益於硫化物生產線的產量爬坡。Khoemacau的產量也較上一季度有所增加,主要是因為採礦順序導致礦石品位提高。
2025年第一季度,MMG鋅總產量為51,755噸,較去年同期降低13%,主要受Dugald River的森林火災和洪水以及Rosebery的定期維護的影響。預計這兩座礦山在第二季度的產量將有所提升。Rosebery的生產戰略側重於鋅當量的生產,產生了持續的良好業績。
Las Bambas持續透過社區合作推動可持續增長,重點關注商業發展、就業、教育、醫療、基礎設施、農業以及領導力計劃等領域。2025年第一季度,Huancuire社區的Corhuan公司獲得了礦山的銅精礦運輸合同,並部署了30輛新卡車。同時,“工程抵税”計劃為Mara地區十四所學校的建設提供了資金。
隨着Las Bambas運輸能力增加(現獲准營運卡車達155輛),加上礦山運營穩定,以及消化了去年12月底因短期干擾積壓的精礦庫存,推動第一季度銅精礦銷售量增加。期內銅精礦銷售總量達385,688噸(106,413噸應付銅),較2024年同期的205,828噸(61,599噸應付銅)顯着增長。
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