节点:上游(原材料/资源端)位置:上游情绪:利好参考度:5/10


全球业巨头力拓集团于12月4日正式发布全新战略,以“更强劲、更聚焦、更精简”为核心方向,通过卓越运营、项目执行、资本纪律三大支柱,致力于成为最具价值的金属矿业公司,实现行业领先投资回报。力拓集团首席执行官乔德及管理团队详细阐述了战略落地路径及关键目标。

力拓新战略以优质资产布局为起点,聚焦铁矿石、铜、铝与锂三大核心业务,将安全置于运营首位,同时通过组织架构优化、运营纪律强化等举措释放生产力价值。数据显示,该公司前3个月已实现6.5亿美元年化生产力效益,后续还将通过精简层级、消除流程浪费、剥离非核心项目等方式提升运营效率。

在产量增长维度,力拓预计2025年产量增长7%,至2030年实现3%的年均复合增长,核心驱动力来自奥尤陶勒盖铜矿、西芒杜铁矿及阿卡迪姆、Rincon锂矿等重点项目的产能释放。同步披露的2025年产量指导目标Ƙ..00美分/磅;铝土矿产量将超6100万吨,原铝产量有望触及325万~345万吨区间上限。

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