
节点:中游(冶炼、中间品)位置:中游情绪:利空参考度:10/10
Southern Copper受秘鲁核心矿山矿石品位下降影响,未来两年铜产量将下滑,同时因2025年白银价格大幅上涨,公司将更多精力投向提升白银产量(白银此前为铜矿伴生副产品)。首席财务官Raul Jacob Ruisanchez透露,2025年铜产量95.427万吨,2026年预计91.14万吨,2027年略超90万吨,秘鲁Toquepala矿和Cuajone矿矿石品位下滑...
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