中信金屬(601061.SH)：艾芬豪礦業已撤回Kamoa-Kakula銅礦2026年約60萬噸銅產量的目標
格隆匯6月12日丨中信金屬(601061.SH)公佈，參股公司艾芬豪礦業（TSX:IVN;OTCQX:IVPAF）更新了旗下位於剛果民主共和國的卡莫阿-卡庫拉（Kamoa-Kakula）銅礦內的卡庫拉（Kakula）地下礦山因礦震暫停井下作業的相關進展情況。
根據艾芬豪礦業近期公吿顯示：卡庫拉的抽水能力已實現穩定地下水位。卡庫拉西區井下工作於2025年6月7日恢復，東區將盡快重啟採礦作業，將專注於井巷開拓工程，以打通現有采區以東新採區的進場通道；在卡庫拉礦山遠東區新採區的開拓工程，將與抽水工作區域空間上隔離開來予以實施，預計於2026年第二季度完工；預計於2025年8月在卡庫拉礦山東區開展抽水作業，並於第四季度完成。
根據艾芬豪礦業近期公吿顯示：卡莫阿-卡庫拉銅礦一期和二期選礦廠繼續以約50%的綜合產能運行，處理來自地表礦堆的礦石；隨着卡庫拉礦山西區的採礦作業恢復，將增加選廠的礦石供應，一期和二期選礦廠在2025年剩餘時間內將逐步推進產量爬坡，並將由卡庫拉西區採出的礦石補充供礦；卡莫阿地下礦山的採礦活動和毗鄰的三期選廠持續正常運營，未受影響；預計在銅精礦產量和庫存滿足條件後，位於礦山現場的冶煉廠將於2025年9月份開始運行，並於10月份出產第一批陽極銅。
艾芬豪礦業公吿中初步調查結果顯示：礦震源自卡庫拉礦山東區巖石採出率很高的區域；目前認為原計劃第二步開採的二次採場發生下沉型屈服變形，導致應力重新分佈傳導至該區域的礦柱；從而導致礦柱承載應力過大發生屈服變形；採空區的回填雖然無法阻止應力重新分佈至區域礦柱，但在某些情形下可能起到了緩解作用；同時，無法排除區域內的不良地質因素加劇了礦柱屈服變形的可能性；此外，基於截至2025年6月10日的多項假設與預估，卡莫阿-卡庫拉更新了2025年生產指導，將其調整為37萬至42萬噸（精礦中含銅金屬量），所提供的指導包括對已知和未知風險、不確定性和其他可能導致實際結果存在重大差異的因素的預計。艾芬豪礦業已撤回Kamoa-Kakula銅礦2026年約60萬噸銅產量的目標。
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