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2022-2024年嘉能可钴产量持续下滑
2022-2024年嘉能可钴产量持续下滑
行业数据
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所属报告:
力勤资源(2245.HK)-港股公司深度报告:镍钴共振成长可期-250919(56页).pdf
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2025-03-12
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前任CEO伊万格拉森伯格仍是嘉能可第一大股东(截至2024年2月29日)
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2024-12-31
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2015年嘉能可对钴“控量保价”,钴价在供需两端推动下大幅上涨
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2024-12-31
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2021-2023年嘉能可EBITDA较高(单位:百万美元)
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fCDlubTku70gfCDplIzkuqfph4/vvIjkuIflkKjvvIkgfCDplIzotLjmmJPph4/vvIjkuIflkKjvvIkgfAp8LS0tLS0tfC0tLS0tLS0tLS0tLS0tfC0tLS0tLS0tLS0tLS0tfAp8IDIwMTQgfCAxNTAgICAgICAgICAgfCAzNTAgICAgICAgICAgfAp8IDIwMTUgfCAxNTAgICAgICAgICAgfCAzMjAgICAgICAgICAgfAp8IDIwMTYgfCAxMjAgICAgICAgICAgfCAyMDAgICAgICAgICAgfAp8IDIwMTcgfCAxMjAgICAgICAgICAgfCAyODAgICAgICAgICAgfAoK6LWE5paZ5p2l5rqQ77ya5ZiJ6IO95Y+v5YWs5ZGK77yM5LqU55+/6K+B5Yi456CU56m25omA
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2022年,嘉能可与托克营收体量超1.5万亿元,毛利润体量达到千亿级。品类决定营收与毛利的体量,与是否重资产并不直接相关
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行业数据
2023-06-05
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嘉能可营业收入构成占比(2022年,亿美元)
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行业数据
2023-05-12
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嘉能可2021年主要货种产量单位2021yoy(%)
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行业数据
2023-01-30
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嘉能可与洛阳钼业钴产量对比(吨)
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行业数据
2022-06-14
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洛阳钼业与嘉能可铜钴矿资源储量对比
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行业数据
2022-03-29
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分企业看:除洛钼外,2024 年其他矿山因成本压力产量下滑。1)嘉能可产量下滑:嘉能可在刚果金拥有两大世界级铜钴矿山 Mutanda 和 Katanga,由于钴价持续下滑,2024 年上半年公司产量指引下调 42%至 3.5-4 万吨,从实际生产来看,24 年钴产量 3.8 万吨,同比连续两年保持下滑。3)刚果(金)其他矿山出现停产:2024 年金川国际钴产量同比下滑 61.3%至 855 吨,主要由于钴价持续低迷,2024 年 5 月底至 8 月暂停钴生产;五矿资源因钴价较低 2024 年 12 月对钴矿厂进行停产维护。根据我们对刚果金产量数据的跟踪,2024 年除洛钼外,其他矿企季度钴产量整体呈下滑趋势。因此,在刚果金暂停出口政策落地前,我们认为除洛钼外,当地矿山钴生产普遍亏损,这也是刚果金政府出台限制供给政策的核心原因。
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力勤资源(2245.HK)-港股公司深度报告:镍钴共振成长可期-250919(56页).pdf
钴供需平衡表(未考虑刚果金暂停出口及未来可能的配额制政策)
印尼湿法镍项目梳理
全球原生镍供需平衡表(单位:万金属吨)
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