南方铜业2025Q2季度报告【华西有色-晏溶团队】

环保有色溶易看
Jul 31, 2025

南方铜业2025Q2矿产铜产量同比增加1.4%至23.90万吨,单位运营现金成本同比下降17.0%至0.63美元/磅一、生产经营情况1.铜2025Q2矿产铜产量为23.90万吨,同比增加1.4%,环比减少0.5%。季度业绩反映了墨西哥产量下降2.5%,原因是Buenavista(-2.9%)和LaCaridad(-1.7%)铜矿产量下降。秘鲁业务的产量季度环比略有下降。2025H1铜产量为...

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