节点:中游(冶炼、中间品)位置:中游情绪:利空参考度:6/10


6月24日,智利国家业公司(Codelco)董事长Bernardo Fontaine表示,作为对其投资优先事项进行更广泛审查的一部分,该公司将考虑出售资产和建立合作伙伴关系。关于该公司是否应出售资产的争议已持续多年,历届管理层对此持不同观点。

此举可能标志着这家将利润上缴国库的业公司政策出现转变。该公司长期以来一直认为这一政策限制投资并加剧其债务负担。

该公司正努力从2022-2023年的剧烈产出下滑中恢复,当时铜产量跌至二十年来最...

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