【必和必拓考虑剥离铁矿石和煤炭部门】金十期货4月2日讯，据外媒报道，全球最大上市矿业公司必和必拓（BHP Group）考虑分拆其澳大利亚铁矿石和煤炭业务，作为中期战略转型的一部分。三名知情人士透露，此举旨在加速向铜、钾肥等增长型市场的战略转移。不过，必和必拓计划保留南澳大利亚州的铜资产，强化其作为能源转型关键金属供应商的战略定位。尽管分拆方案曾被高层讨论，但必和必拓目前选择不推进其计划。知情人士解释，必和必拓仍需依赖铁矿石和煤炭业务产生的巨额现金流。分析人士指出，分拆计划的实施取决于铜和钾肥业务能否在未来五年内实现自给自足，而目前这两个业务都需要大量资金投入。
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