南方铜业2025Q1季度报告【华西有色-晏溶团队】

环保有色溶易看
Apr 29

南方铜业2025Q1矿产铜同比持平/环比增长0.6%至24.02万吨,单位运营现金成本同比下降28.0%/环比下降19.8%至0.77美元/磅一、生产经营情况1.铜2025Q1矿产铜产量为24.02万吨,同比持平。本季度,Buenavista的 SX-EW阴极铜产量(+23.7%)有所恢复,Toquepala的铜精矿产量也有所增长(+1.9%)。由于矿石品位和回收率降低,La Caridad的铜...

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