
节点:上游(原材料/资源端)位置:上游情绪:利好参考度:5/10
力拓集团12月4日正式发布全新战略,核心方向为“更强劲、更聚焦、更精简”,以卓越运营、项目执行、资本纪律为三大支柱,目标成为最具价值的金属矿业公司并实现行业领先投资回报。集团首席执行官乔德及管理团队阐述战略落地路径与关键目标,新战略以布局优质资产为起点,聚焦铁矿石、铜、铝与锂三大核心业务,将安全置于运营首位,通过组织架构优化、运营纪律强化等释放生产力价值。前3个月已实现6.5亿美元年化生产力效益,后续将通过精简层级、消除流程浪费、剥离非核心项目提升效率。
产量增长方面,力拓预计2025年产量增长7%,2030年实现3%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锂矿等重点项目产能释放。2025年产量指导目标显示,铜产量上调至86万~87.5万吨,单..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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