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鐵貨(01029.HK)K&S工廠球磨機運作問題解決 惟乾燥裝置生產比率受限
阿思達克 12-30 09:15

鐵貨(01029.HK)公布最新營運資料,指球磨機的若干運作問題解決後,K&S工廠目前以接近100%產能營運,惟運輸量因乾燥裝置提升產能問題而受限。由於若干技術問題,乾燥裝置的生產比率目前限於約65%,故此K&S的運輸量受到影響。公司表示,K&S礦場團隊現正調查有關問題,並實行不同緩解措施,預期乾燥裝置的生產比率及運輸量不久後將會提升。

另有據媒體報道,預期阿穆爾河大橋於2020年底竣工,而鐵礦石市價將保持穩定。鐵貨首席執行官馬嘉譽就有關消息評論道,對俄羅斯當局保證阿穆爾河大橋的竣工日期感到高興,該大橋為俄羅斯遠東的重要基礎設施項目,預期將會提升鐵江現貨的成本及地理優勢。另外穩定的鐵礦石價格環境令人鼓舞,由於鐵礦石遠期曲線顯示,65%鐵礦石較62%鐵礦石高出的溢價將持續上升,65%鐵礦石的未來價格似乎具較強抗跌力。K&S將把握機會發揮其優勢,為鐵江現貨作出更大貢獻。

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