花旗集团分析师Paul McTaggart在最新报告中指出,在即将上任的首席执行官Simon Trott领导下,力拓的战略方向不太可能发生根本性调整。他预测公司会更加强调核心资产的运营绩效和成本纪律;同时,随着力拓在锂等领域获得一系列新机遇,并购活动的优先级可能降低。McTaggart还强调,Trott作为铁矿石业务主管的继任者人选至关重要。当前,力拓正推进澳大利亚Pilbara地区的新矿开发项目,以替换老化矿坑,该区域贡献了公司绝大部分利润。
花旗集团分析师Paul McTaggart在最新报告中指出,在即将上任的首席执行官Simon Trott领导下,力拓的战略方向不太可能发生根本性调整。他预测公司会更加强调核心资产的运营绩效和成本纪律;同时,随着力拓在锂等领域获得一系列新机遇,并购活动的优先级可能降低。McTaggart还强调,Trott作为铁矿石业务主管的继任者人选至关重要。当前,力拓正推进澳大利亚Pilbara地区的新矿开发项目,以替换老化矿坑,该区域贡献了公司绝大部分利润。
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