金吾财讯 | 五矿资源(01208)午后股价走高，截至发稿，涨4.44%，报2.35港元，成交额1.08亿港元。消息面上，国信证券指出，五矿资源核心矿山LasBambas铜矿自2019年起，因社区关系问题致使生产不稳定，对上市公司盈利造成影响。不过当前社区问题已基本得到解决，2024年下半年产量恢复至年化40万吨，C1成本环比下降达1000美元/吨，盈利能力将显着提升。此外，公司采取多项举措降低有息负债，财务费用得以降低，且计划在5年内将铜产量增至60万吨以上。五矿资源此前宣布，定于3月4日召开董事会会议以批准全年业绩。公司此前发布的生产报告显示，2024年第四季度铜总产量为12.70万吨，同比增长38.9%，环比增长10.8%；2024年全年公司铜总产量为39.98万吨，同比增长15.1%。据悉，铜产量增长得益于Las Bambas的产量超出全年指导，且其他所有矿山均实现了年度目标。
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