周一盘中，澳交所上市公司South32（S32.AU）股价大跌5.14%，引发市场关注。这一跌幅主要源于公司发布的一则重要公告，预警其位于莫桑比克的莫扎尔（Mozal）铝冶炼厂可能面临资产减值风险。
据South32披露，莫扎尔铝冶炼厂目前面临严峻的电力供应危机。公司与莫桑比克政府控股的水电供应商卡布拉巴萨水电站（HCB）的供电协议将于2026年3月到期，但双方长达六年的新协议谈判陷入僵局，无法就可负担的电力供应价格达成一致。更令人担忧的是，HCB近期表示，干旱条件可能严重影响其发电能力，导致无法为莫扎尔提供充足水电。这一双重危机加剧了冶炼厂未来运营的不确定性。
受此影响，South32已将莫扎尔冶炼厂2026财年产量指引列入重新评估清单。该厂在2024财年的铝产量达31.4万吨，是公司重要的生产基地。South32表示将在年度财报中计提相关减值准备，具体金额待评估完成后公布。市场密切关注该公司将于7月21日发布的季度运营报告，期待了解更多应对方案。这一系列不确定因素无疑加大了投资者的担忧情绪，导致股价出现大幅下跌。
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