力拓季度皮尔巴拉铁矿石发货量达7990万吨 铜产量指引接近预期上限

华尔街洞察
Jul 16, 2025

力拓集团最新生产报告显示,本季度皮尔巴拉地区铁矿石按100%权益基准计算实现发货量7990万吨,同期该地区铁矿石产量达8370万吨。在铜业务方面,公司当季铜产量(合并基准)达到22.9万吨。

值得注意的是,力拓更新了全年生产指引,预计铜产量将接近此前预期区间上限,而铜单位成本则有望维持在指导范围下限附近。这一调整反映出公司在提升运营效率方面取得实质性进展。

引发市场高度关注的是,力拓宣布将西芒杜铁矿项目的首批发货时间提前至2025年11月左右。该全球最大未开发高品位铁矿的加速投产,可能重塑全球铁矿石供应格局。

尽管运营表现强劲,力拓在报告中仍警示当前经营环境面临的地缘政治紧张局势和贸易壁垒风险。这些不确定性因素持续对短期经济前景构成挑战,需要企业保持高度警惕并制定灵活应对策略。

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