智通财经APP获悉，五矿资源(01208)绩前涨近5%，截至发稿，涨4.44%，报2.35港元，成交额1.07亿港元。
消息面上，五矿资源此前宣布，拟于3月4日举行董事会会议批准全年业绩。公司此前发布生产报告，2024年第四季度铜总产量为12.70万吨，同比增长38.9%，环比增长10.8%；2024年公司铜总产量为39.98万吨，同比增长15.1%。据悉，铜产量增长的原因是Las Bambas的产量超过全年指导，其他所有矿山也实现了其年度目标。
国信证券指出，五矿资源核心矿山Las Bambas铜矿2019年以来受社区关系影响生产不稳定，影响上市公司盈利。当前社区问题已基本解决，2024年下半年恢复到年化40万吨产量，C1成本环比下降达1000美元/吨，盈利能力将显著提升。此外，公司采取多项措施降低有息负债，财务费用降低；5年内铜产量增至60万吨以上。
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