金吾财讯 | 五矿资源(01208)公布第一季度经营表现。2025年第一季度，MMG铜总产量（包括电解铜及铜精矿）达118,213吨，较去年同期增长76%。这得益于LasBambas和Kinsevere的产量提升，以及Khoemacau实现完整季度的产出。本季度，LasBambas矿山的Ferrobamba和Chalcobamba矿坑均保持稳定生产，选矿品位为0.88%，铜回收率上升至88.1%。Kinsevere的产量较去年同期增长19%，主要得益于硫化物生产线的产量爬坡。Khoemacau的产量也较上一季度有所增加，主要是因为采矿顺序导致矿石品位提高。2025年第一季度，MMG锌总产量为51,755吨，较去年同期降低13%，主要受Dugald River的森林火灾和洪水以及Rosebery的定期维护的影响。预计这两座矿山在第二季度的产量将有所提升。Rosebery的生产战略侧重于锌当量的生产，产生了持续的良好业绩。
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