节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：4/10
嘉能可（Glencore）铜产量及生产预测
嘉能可报告称，尽管第三季度铜产量大幅增长，但其铜产量仍比2018年水平低约40%。第三季度产量跃升36%，达到58.3万吨，这得益于非洲和秘鲁矿山矿石品位的提高。然而，由于智利与英美资源集团（Anglo American）共同运营的科亚瓦西（Collahuasi）矿山受到用水限制以及矿石品位下降的影响，其年度产量面临压力。
该公司将全年铜产量预测从之前的89万吨下调至85 – 87.5万吨。由于投资者对嘉能可有望实现2025年生产目标的消息表示欢迎，其股价上涨了6.4%。分析师强调，尽管当地政治形势乐观，但嘉能可仍面临着与同行Ţ..
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嘉能可虽第三季度铜产量增长，却下调全年预测，后续真能实现2025年生产目标吗？