节点:中游(冶炼、中间品)位置:中游情绪:利空参考度:10/10
12月6日,欧洲最大铜生产商奥鲁比斯首席执行官表示,欧盟关键原材料法案长期将对行业产生积极影响。该法案已于去年生效,设定2030年实现自身需求10%来自开采、25%来自回收、40%来自加工的目标。奥鲁比斯CEO托拉尔夫·哈格在媒体电话会议中指出,公司主张欧盟层面实施出口限制与关税措施,以确保回收材料留存欧洲,认为此类材料对满足欧洲市场强劲需求至关重要,目前正就此与欧盟保持沟通。
哈格在接受路透社采访时补充,尽管法案当前影响尚未Ņ..矿处理量下降拖累。其全年税前营业利润同比下降14%至3.55亿欧元,略低于分析师平均预期。
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