节点：中游（冶炼、中间品）位置：中游情绪：利好参考度：4/10
南非Kumba Iron Ore周四公布年度利润增长18%，核心驱动因素为矿产品价格上涨及货运铁路、港口物流改善推动的销量提升。作为Anglo American旗下子公司，Kumba披露，截至2025年12月的财年，每股基本收益从上年的38.94兰特升至45.97兰特（合2.86美元）。
非洲最大铁矿石生产商指出，收益增长主要源于2025年出口铁矿石离岸平均实价从每吨92美元升至95美元，同时销量增长2%至3700万吨。铁矿石市场价受中国生铁产量韧性支撑，背后是强劲的出口需求。
铁路运营性能改善是业绩提升的重要助力。Kumba首席执行官Mpumi Zikalala表示，公司业绩得益于散装矿产品出口商与..
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