节点:中游(冶炼、中间品)位置:中游情绪:中性参考度:2/10
澳大利亚磁铁矿生产商Grange Resources披露2026年3月季度运营数据,报告期内铁精粉产量维持高位,虽受计划性设备检修影响环比小幅回落,但整体生产表现超预期。与2025年同期相比,铁精粉及球团产量显著增长,球团销量亦实现同比提升。
产量端,报告期内铁精粉产量达60.74万吨,环比下降2.5%,同比增长22.7%;球团产量55.48万吨,环比下降6.5%,同比增长20.9%。公司指出,产量环比波动主要受共用设备计划性维护停机影响,核心生产能力未受实质冲击。
销量方面,铁矿产品总销量55.54万吨,环比下降8.1%,同比增长24.2%;其中球团销量55.54万吨,环比下降2.5%,同比增长30.5%。销售结构以长期承购协议客户交付为主,辅以部分现货船货销售,客户结构稳定性良好。
成本控制持续优化,报告期内铁矿单位现金运营成本(C1)降至136.56澳元/吨(约98.74美元/吨),环比下降2.9%,同比下降...
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