金川国际(02362.HK)上半年纯利暴增766.07% Musonoi投产叠加铜价上涨驱动

中金财经
Aug 14

  格隆汇8月14日丨金川国际(02362.HK)公布中期业绩,截至2026年6月30日止六个月,公司收益为4.60亿美元,同比增长152.35%;公司拥有人应占期内溢利为4781.6万美元,同比增长766.07%,基本每股盈利为0.36美分。   2026年上半年股东应占溢利大幅增加乃由于市场铜价上涨及Musonoi矿场投产后产能扩大及整体销量提升导致铜产品收益增加所致。然而,溢利增加乃部分被采矿及冶炼成本以及折旧、摊销及利息开支(于Musonoi矿场投产后不再资本化)增加所抵销。此外,溢利受可收回增值税的减值亏损及2026年上半年铜价大幅上涨触发的刚果(金)超额利润税所影响。   于2026年上半年,集团生产38,214吨铜(2025年上半年:27,904吨)及4,345吨钴(2025年上半年:71吨),并出售36,083吨铜(2025年上半年:26,050吨)及349吨钴(2025年上半年:无)。   

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