异动解读|五矿资源盘中下跌3.49%,两矿山产量指引下调持续施压

行情直击
Oct 23

10月23日,五矿资源盘中下跌3.49%,报6.805港元,成交额2831.11万港元。

消息面上,市场仍在消化公司最新生产更新中对Khoemacau及Rosebery全年产量指引的同步下调,其中Khoemacau全年铜产量指引下调9%至10%,Rosebery锌产量指引下调29%至33%。

尽管第三季度铜总产量同比增3%至13.12万吨,且Kinsevere受电力改善及硫化矿处理线爬坡支持,但Rosebery受7月地震后开采受限,Las Bambas亦因矿石品位及回收率下降拖累产出,短线市场更关注指引下修对后续业绩的压力。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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