节点:中游(冶炼、中间品)位置:中游情绪:利空参考度:5/10


淡水河谷发布2025年第三季度财务报告。

巴西里约热内卢,2025年10月30日,淡水河谷首席执行官毕闻达(Gustavo Pimenta)表示,本季度业绩强劲,运营稳健,战略推进持续,坚守安全承诺。铁石产量达2018年以来季度最高水平,产量创2019年以来第三季度最佳业绩,同时提升成本竞争力。推进“新卡拉加斯计划”关键增长项目,启动昂萨布玛2号熔炉,释放增长潜力,强化长期价值创造战略。灵活铁矿石产品组合提升跨市场周期竞争力与韧性,延伸价值链。安全为重,达成三级紧急状态矿坝清零里程碑。

业绩亮点如下:所有业务销售强劲,铁矿石、铜和镍销量同比分别增长400万吨、1.5万吨和0.2万吨,增幅5%、20%和6%,得益于稳健运营。铁矿石粉矿平均实际价格94.4美元/吨,环比、同比分别增长11%和4%,优于参考价格涨幅,体现产品组合战略带来的质量溢价提升。铁矿石总成本52.9美元/吨,同比下降4%,源于质ɇ..

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