西部礦業(601168.SH):一季度和二季度預計冶煉將大幅減虧
格隆匯5月13日丨西部礦業(601168.SH)在投資者互動平台表示,第一,公司冶煉產能與同行業上市公司相比較低,目前僅有 75 萬噸/年產能;其中青海銅業、西部銅材冶煉項目均於 2024 年下半年投產,各項指標暫未達到設計指標,造成冶煉未體現出規模優勢。第二,由於 2024 年下半年銅精礦加工費急劇惡化,導致購入原材料成本增加,造成冶煉虧損。一季度和二季度預計冶煉將大幅減虧,我們將通過原料結構優化、工藝提升等措施改善冶煉現狀。
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