铁货(01029.HK)：K&S第二季铁精矿销量环比上升8.5%
格隆汇 7 月 31日丨铁货(01029.HK)发布公告，2020年第二季，K&S按平均产能92%营运，生产约72.5万吨铁精矿，较上一季上升8.1%。已售71.99万吨铁精矿，较2020年第一季高出8.5%。倘并未因第三方采矿承包商的限制而阻碍生产，营运表现应会进一步提升。于本季度，采矿量低于预期，主要由于短期采矿问题所致。采矿承包商现正努力设法赶上滞后的采矿量。2019冠状病毒病的爆发蔓延至包括俄罗斯在内的多个国家，该病毒至今并无对铁江现货的营运造成重大影响。
就2020年上半年而言，K&S按平均产能88%营运，生产139.54万吨及售出138.34万吨含铁量65%铁精矿，较去年同期分别高出14.3%及11.6%。
受益于中国铁矿石需求增长及主要铁矿石生产商的供应受限，铁矿石市价持续上涨。截至2020年6月30日，含铁量65%铁矿石的普氏基准价格为每吨114美元，较截至2019年末高出9%。另一方面，于2020年上半年，俄罗斯卢布贬值13%及3个月伦敦银行同业拆息下降160个基点，两者均有助于控制铁江现货的成本水平。由于上述原因，铁江现货预期2020年上半年将报告不少于500万美元的纯利，由2019年上半年录得亏损2520万美元后扭亏为盈。有关2020年上半年业绩的全部详情将于2020年8月底前刊发的2020年中期业绩公告中呈列。
铁江现货首席执行官马嘉誉对第二季表现评论道：“本人对K&S于2020年第二季存在采矿工作问题时仍成功接近全产能营运感到满意。我们正督促采矿承包商提高工作效率，使K&S可继续以高产能营运。尽管2020年上半年对大部分业务而言充满挑战及不确定因素，惟铁矿石市场为少数表现良好的市场之一。由于供应中断及中国政府承诺增加基础设施支出，铁矿石为2020年上半年表现最佳的商品之一。除了表现理想的铁矿石价格，铁江现货亦受益于俄罗斯卢布疲软及利率下降。该等利好因素加上强劲的生产率，让铁江现货可于2020年上半年为股东带来溢利，为本公司发展的一个重大里程碑。然而，有多项挑战我们不应忽视。全球经济受到西方国家与中国之间不断升级的政治紧张局势困扰。2019冠状病毒病的全球影响对个人、政府及业务而言是一个前所未有的挑战。至今，对本集团的干扰已属可控制，我们的营运并未受到重大影响，这归功于我们的雇员，他们在工作环境转变中迎难而上，特别是继续于现场工作的雇员。铁江现货将继续审慎应对该等挑战。”
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