五礦資源(01208.HK)第二季度鋅總產量5.62萬噸 同比增長12%
格隆匯7月22日丨五礦資源(01208.HK)公吿，2025年第二季度，銅總產量（包括電解銅及銅精礦含銅）達140,368噸，較2024年同期增長54%。這得益於三座銅礦山的產量均有所提升。其中，Las Bambas實現了有記錄以來的第二高季度產量，銅精礦含銅產量達114,909噸，同比增長64%。產量提升主要是受益於選礦品位提升至0.94%及銅回收率創下91.3%的強勁表現。非洲礦山產量較去年同期有所提升，Kinsevere的產量較去年同期增長19%，主要由於硫化礦生產線持續的產量爬坡。Khoemacau的產量同比增長28%，主要受益於採礦量和選礦量的同步提升。
2025年第二季度，鋅總產量為56,176噸，較去年同期增長12%。這反映出Dugald River自去年非計劃性檢修後重啟以來，產能穩定恢復，但部分增長被Rosebery因採礦順序影響導致品位下降及設備可靠性挑戰所造成的產量下滑所抵消。
自2025年六月下旬以來，由於手工採礦者發起全國性抗議活動，Las Bambas面臨間歇性堵路情況，影響了南部運輸走廊沿線的外部運輸。此次干擾導致Las Bambas銅精礦運輸暫停兩週，運輸已於當地時間7月15日早上六時恢復。在此期間，生產活動保持正常。截至2025年6月30日，礦山庫存共計約30,000噸銅精礦含銅。隨着運輸能力由先前的每日125輛卡車提升至2025年的每日170輛卡車，礦山正在逐步運輸積壓庫存。
2025年5月14日，Minera Las Bambas S.A.(MLB)自2014年收購以來首次進行派發分紅，向五礦資源及其合資股東支付276.5百萬美元（扣除税項及費用後淨額）。該筆資金已用於支持Khoemacau收購貸款的提前償還，從而增強未來增長項目的財務靈活性。
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