节点:中游(冶炼、中间品)位置:中游情绪:利好参考度:10/10


资源一季度三座矿山总产量12.9万吨,同比增长9%。其中拉斯邦巴斯矿山铜产量突破10万吨,同比增长6%;金塞维尔矿山阴极铜产量1.7万吨,同比增长44%;科马考矿山铜产量1.1万吨,同比持平。

澳大利亚两座锌矿山持续稳产,锌总产量达5.0万吨。杜加尔河矿山克服一季度洪水与铁路运输挑战,回归稳健运营;罗斯伯里矿山锌当量产量3.1万吨,同比增长8%,多金属协同发展价值持续释放。

公司黄金、白银产量分别同比增长24%、27%,贵金属产品收益贡献提升,为盈利增长注入新动能。一季度各矿山实际C1成本均控制在全年指引区间或以下,拉斯邦巴斯0.45美元/磅铜,科马考1.25美元/磅铜,金塞维尔2.69美元/磅铜,杜加尔河0....

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