RBC分析师Kaan Peker指出,力拓第二季度Pilbara铁矿石出货量低于共识预期2%,这可能是该矿商季度更新中的核心焦点。相反,铜出货量却表现强劲,超出共识13%,并远超RBC自身预估17%。Peker还着重提到Simandou项目的进度大幅加速,首次出货预计将从今年11月启动。然而,RBC当前预测2025年Simandou项目不会贡献任何铁矿石出货。RBC对力拓维持行业表现评级。该股在悉尼市场下跌0.3%,报109.99澳元/股,表现优于同行矿企。
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