力拓集团(RIO.AX, RIO.L)周三公布第二季度铁矿石出货数据，显示增长低于市场共识，但对铜生产前景持积极态度。作为全球最大铁矿石生产商，该公司在三月季度受热带气旋影响后，运营逐步恢复。截至6月30日的三个月内，力拓从皮尔巴拉矿区发货铁矿石7990万公吨，较前一季度增长13%，但低于Visible Alpha共识预期的8198万公吨。出货中，低品质SP10铁矿石占比达29%，反映了产品组合变化。同时，公司预测2025财年铜产量将位于指导范围高端，单位成本接近低端，这得益于蒙古奥尤陶勒盖地下矿的产能提升。力拓重申全年铁矿石出货量预测在3.23亿至3.38亿公吨的低端区间。此前，公司任命铁矿石部门主管西蒙·特罗特为新任CEO，接替五月意外宣布卸任的雅各布·斯托斯霍尔姆。
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