事件:五矿资源公布2025年年报:2025年收入同比+39%至62.2亿美元,净利润同比+161%至9.6亿美元,归母净利润同比+215%至5.1亿美元。点评:Las Bambas矿山运营稳健,25H2Kinsevere矿山计提减值2.9亿美元,主要系钴出口限制&电力供应波动&财政制度不确定性影响,导致利润不及预期。2025年公司铜产量同比增长27%至50.7万吨,锌产量同比增长6%至23.2万吨...
Source Link事件:五矿资源公布2025年年报:2025年收入同比+39%至62.2亿美元,净利润同比+161%至9.6亿美元,归母净利润同比+215%至5.1亿美元。点评:Las Bambas矿山运营稳健,25H2Kinsevere矿山计提减值2.9亿美元,主要系钴出口限制&电力供应波动&财政制度不确定性影响,导致利润不及预期。2025年公司铜产量同比增长27%至50.7万吨,锌产量同比增长6%至23.2万吨...
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