关注“安泰科”订阅独家分析文章三季度以来,头部矿企铜产量呈现收缩态势,矿难事故、矿石品位下降、生产策略调整等因素导致企业产量表现分化,而少数企业通过产能优化实现逆势增长,海外来看,三季度主要铜矿企业的产量表现呈现明显分水岭,多数企业受外部扰动和内部因素影响出现减产,仅部分企业凭借矿区运营优化实现增长,行业分化态势显著。自由港麦克莫兰的减产颇具代表性,三季度铜产量41.37万吨,环比减少5.3%,...
Source Link关注“安泰科”订阅独家分析文章三季度以来,头部矿企铜产量呈现收缩态势,矿难事故、矿石品位下降、生产策略调整等因素导致企业产量表现分化,而少数企业通过产能优化实现逆势增长,海外来看,三季度主要铜矿企业的产量表现呈现明显分水岭,多数企业受外部扰动和内部因素影响出现减产,仅部分企业凭借矿区运营优化实现增长,行业分化态势显著。自由港麦克莫兰的减产颇具代表性,三季度铜产量41.37万吨,环比减少5.3%,...
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