
节点:中游(冶炼、中间品)位置:中游情绪:利空参考度:6/10
瑞典博利登公司作为北欧地区最大的矿业冶金集团之一,运营瑞典全部铜、铅、锌矿山及冶炼设施,并在加拿大、智利、西班牙设有多座大型矿山。目前,公司是北欧领先的黄金、白银生产企业,为伦敦黄金市场(LBMA)会员单位。
近日,博利登(Boliden)发布2025年第四季度生产报告,镍锍产量达9116金属吨,环比下降5.75%,同比下降22.19%;镍精矿产量2525金属吨,环比减少22.00%,同比减少11.37%。Harjavalta地区镍锍产量较上季度及2024年第四季度有所下降,主要原因系生产工艺故障。
博利登拥有五家冶炼厂:Kokkola和Odda锌冶炼厂、Rönnskär铜铅冶炼厂、Harja...其中Harjavalta阴极铜产量创历史新高。此外,Rönnskär受损电解车间金属回收率最终评估结果为正面,为营业利润带来4.1亿瑞典克朗的积极影响;若剔除工艺库存重估收益,营业利润降至13.61亿瑞典克朗(去年同期24.27亿)。
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