节点:中游(冶炼、中间品)位置:中游情绪:利空参考度:4/10


加拿大Lundin Mining本周下调2026年铜及黄金产量指引。原指引铜产量0026;32万-34.8万吨、黄金14.4万-15.9万盎司,调整后铜产量区间为31万-33.5万吨,黄金为13.4万-14.9万盎司。

Lundin表示,第四季度铜产量超过87000吨,黄金产量超过34000盎司,全年综合铜产量超额完成初始目标,符合调整后的全年指引。其位于智利的Caserones矿表现突出,12月铜产量超过15000吨,为2023年收购该矿以来的最佳单月表现,全年产量达132881吨,高于最初预期。

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