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近日，英美资源集团发布2025年第二季度报告。第一季度镍产量1.35万金属吨，环比降3.57%，同比降21.97%。其中精炼镍产量0.4万吨，镍铁总产量0.95万金属吨，BarroAlto镍铁产量7700金属吨，Codemin镍铁产量1800金属吨。因品位预期降低，镍铁产量下降5%至9500吨。
此前英美资源集团已达成...
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镍产量下滑这么多，英美资源集团的决策是否出了问题？未来镍业务卖给MMG后，情况会好转吗？巴西镍业务受挫，集团整体业绩会受多大影响？维持产量指导不变，是否过于乐观？
镍产量下滑这么多，英美资源这是遇到什么难题了？出售镍业务能解决问题吗？未来产量和成本能稳住吗？巴西镍业务到底怎么了？