Investing.com - BHP集团(ASX:BHP)第四季度铁矿石和铜产量强劲反弹,推动年度产量达到创纪录水平,这得益于关键资产的强劲运营表现。
在6月季度,铁矿石产量较上一季度增长14%,达到7030万吨,随着运营从今年早些时候的天气干扰中恢复。
在2025财年,BHP西澳铁矿石(WAIO)业务报告了创纪录的年度铁矿石产量,按100%基准计算,产量达到2.9亿吨,同比增长1%。
铜产量也有所改善,第四季度环比增长1%至516,200吨,全年产量增长8%至创纪录的202万吨。
智利的埃斯孔迪达(Escondida)矿山引领增长,达到17年来的最高水平,而斯彭斯(Spence)和南澳大利亚铜矿也创下产量纪录。
展望未来,BHP预计2026财年WAIO产量将保持强劲,在2.84亿-2.96亿吨之间,而铜产量预计为180万-200万吨,反映了智利计划中的品位下降。
该公司注意到中国基础设施和绿色能源板块需求保持韧性,但警告全球经济波动可能带来潜在阻力。
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