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英美资源集团看好铜前景,但下调钻石指导产量

作者:tongwj来源:长江有色金属网网址:http://www.ccmn.cn

外媒4月23日报道,英美资源集团(LON: AAL)报告称,今年前三个月,其铜产量增长了11%,但下调了2024年的钻石产量指导,因为在市场复苏缓慢的情况下,其库存水平仍然很高。

外媒4月23日报道,英美资源集团(LON: AAL)报告称,今年前三个月,其产量增长了11%,但下调了2024年的钻石产量指导,因为在市场复苏缓慢的情况下,其库存水平仍然很高。

这家矿业巨头表示,该公司在这一时期生产了19.8万吨铜,主要得益于秘鲁的Quellaveco铜矿实现了最高的产量。

智利的铜产量增长了6%,Collahuasi和El Soldado矿的产量足以弥补Los Bronces季度的疲软。智利是该公司铜业务的主要所在地。

英美资源集团今年的铜产量维持在73万至79万吨不变,但由于Los Bronces工厂将于年中关闭,该公司在智利的铜总产量可能受到影响。智利是全球最大的铜生产国。

该公司表示,由于今年上半年铜品位暂时下降至0.6%-0.7%之间,秘鲁的产量将在下半年加权。

不够明亮

英美资源集团旗下钻石部门戴比尔斯第一季度产量下降23%,因市场复苏缓慢导致减产。

这家全球价值最大的钻石生产商将其全年产量预测从此前的2900万克拉下调至3200万克拉,下调至2600万至2900万克拉。该公司在2月份宣布对其钻石业务减记16亿美元,并将预期的平均成本从每克拉80美元提高到90美元。

英美资源集团指出,由于库存供过于求,钻石价格继续下跌,戴比尔斯此前承认,这在一定程度上是由实验室培育的钻石与开采的钻石争夺需求造成的。

该公司还提到,持续的经济增长不确定性导致谨慎的购买行为。因此,该公司预计今年剩余时间内原石需求将缓慢复苏。

BMO分析师Alexander Pearce在给投资者的一份报告中写道:“总体而言,英美资源集团在预计将是充满挑战的一年里迎来了一个更加积极的开端。”

该公司铂族金属产量下降7%,至83.4万盎司。虽然销售量保持不变,但平均实现价格下降了30%。


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新疆西部海新进出口贸易有限公司成立于2019年。是一家集国际进出口贸易、农副产品加工与生产、农业机械设备生产和销售及可再生资源回收再利用生产于一体的综合性企业。

Xinjiang Xibu Haixin Import and Export Trade Co., Ltd. was established in 2019. It is a comprehensive enterprise with businesses of international import and export trade, processing and produce of agricultural and sideline products, production and sales of agricultural machinery, and recycling and reuse of Renewable resource.

自公司成立以来一直着力打造全球化的采购供应链,现已与中亚、俄罗斯、非洲及巴西淡水河谷地区众多大型矿业集团达成战略合作协议。大宗矿产品的销售品系包含:电解铜、铁矿石、铜精粉、石油焦等。年销售规模自成立以来逐年稳步增长2022年已初步达成32亿人民币的销售规模。

Since its establishment, the company has been striving to build a global procurement supply chain, and has reached strategic cooperation agreements with many large mining groups in Central Asia, Russia, Africa and Brazil's Vale region. Sales of bulk mineral products include copper cathodes, iron ore, copper concentrate powder, Petroleum coke, etc. The annual sales volume has steadily increased year by year since its establishment. It has initially reached a sales volume of 3.2 billion RMB since 2022.

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2022年公司依托海外地区资源优势陆续完成了面粉加工企业、农业机械生产企业的投资与建设,并在运转初期就取得了骄人的业绩。公司面粉加工企业坐落于新疆边境霍尔果斯市综合保税区。现已与越南地区国企签定预采购面粉合同20000吨,销售金额将达到3.5亿人民币,累计小麦加工能力预计将达到50000, 年销售金额达6亿人民币。

In 2022, the company has successively completed the investment and construction of flour processing enterprises and agricultural machinery production enterprises based on the advantages of overseas resources, and has achieved impressive performance in the early stages of operation. The flour processing factory affiliated to the company is located in the comprehensive bonded area of Khorgas City, which is the border of Xinjiang. We have signed a pre- purchase flour contract with state-owned enterprises in Vietnam for 20000 tons, with a sales amount of 350 million RMB. The cumulative wheat processing capacity is expected to reach 50000 tons, with an annual sales amount of 600 million RMB.

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农业机械生产企业与澳大利亚等发达地区农业机械销售商累计签定定单达到1500000澳元。年预计完成出口产品达150台。预计年度销售规模将达到1.6亿人民币。

Agricultural machinery factory have signed cumulative orders with agricultural machinery sellers in developed regions such as Australia, reaching 1500000AUD. It is expected to complete the export of 150 units of machines annually. It is expected that the annual sales scale will reach 160 million RMB.


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当前,公司正以国家产业政策为指引,以自身全球采购供应链为优势和产业融合为契机,以产业化做精,多元化做强为目标,在新疆各级政府政策和上下游企业的支持下,依靠一支团结奋进、开拓创新的团队,一定能够把公司建设成为璀璨的企业之星。

At present, the company is guided by national industrial policies, taking its global procurement supply chain as an advantage and industrial integration as an opportunity, with the goal of becoming more meticulous and diversified in industrialization. With the support of government policies at all levels in Xinjiang and upstream and downstream enterprises, relying on a unity, progress, and innovative team, the company is bound to become a shining star of enterprises.

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