全球最大铁矿石生产商力拓周三公布第二季度业绩，其铁矿石出货量增长低于市场预期，但对铜产量预测持乐观态度。数据显示，力拓在截至6月30日的三个月内，从澳大利亚皮尔巴拉矿区出货7990万公吨铁矿石，环比增长13%，但低于Visible Alpha共识估计的8198万公吨。出货中，低品位SP10铁矿石占比达29%，反映出品位结构变化。公司维持全年铁矿石出货量预测在323至338百万公吨的低端区间。
尽管铁矿石表现疲软，力拓上调了铜业务展望。公司预计2025财年铜产量将位于指导范围的高端，单位成本则接近低端，这得益于蒙古Oyu Tolgoi地下矿的增产提速。此前，第一季度热带气旋曾导致运营中断，目前生产正逐步恢复。
人事方面，力拓周二宣布任命铁矿石部门主管Simon Trott为新任首席执行官，接替Jakob Stausholm。后者于5月意外宣布卸任，结束四年半任期。这一变动或影响公司未来战略执行，但核心业务焦点不变。
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