节点：中游（冶炼、中间品）位置：中游情绪：利好参考度：8/10
力拓（Rio Tinto，澳股、伦交所代码RIO）去年铜利润翻倍至近74亿美元，以此支撑增长战略——此前其放弃收购嘉能可（Glencore，伦交所代码GLEN）的潜在交易，该交易若达成将诞生全球最大矿业企业。
调整后息税折旧摊销前利润（EBITDA）增长9%至254亿美元，驱动因素包括铜产量提升11%、铁矿石销量创纪录、铝和锂利润跳增29%；基础盈利达108.7亿美元，符合市场预期。净利润下降14%至100亿美元（五年最低），因折旧、税收及融资成本上升抵消运营表现改善。
铜利润增长源于蒙古奥尤陶勒盖矿扩建及铜价上涨；CEO西蒙·特罗特（Simon Trott）首次回应嘉能可谈判终止事宜，称将铜置于增长计划核心，目前勘探预算的85%投向该金属。特罗特表示“公司正实现增长且已启动增长”，下一步将把项目储Ť..
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