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Codelco：2025-2026年铜产量将超去年水准，矿难下显韧性

2025-11-05 10:58:59 来源：北方有色网责任编辑：韩泽楷

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智利国有铜业巨头、全球最大铜生产商智利国家铜业公司（Codelco）预计，2025年和2026年的铜产量将略高于去年水平，这表明即便旗下El Teniente铜矿发生致命坍塌事故，公司仍具备抗风险能力。

该公司的产量展望，为日益紧张的全球铜市场提供了小幅提振。

"我们的铜产量将略高于2024年，"公司董事长Máximo Pacheco周一在Codelco公布第三季度业绩前表示。这位高管补充称，2025年的产量预计也将小幅上升。2024年，该公司铜产量为140万吨。

11月4日周二，Codelco公布2025年前9个月业绩：税前利润为6.069亿美元，略低于去年同期的6.122亿美元。尽管受致命坍塌事故影响导致矿区临时停产，其铜产量仍同比增长2.1%，达到93.7万吨。

若计入旗下El Abra、Anglo American Sur和Quebrada Blanca等矿区的产量贡献，Codelco总铜产量达到101.6万吨，较去年第三季度增长1.4%。

Codelco将产量增长主要归因于以下两点：

Ministro Hales铜矿产量提升，该矿区重点推进了多水平开采作业
Salvador矿区RajoInca结构项目的产量贡献，该项目自2024年12月起进入产能爬坡阶段，2025年已贡献2.12万吨铜产量

与之相对，7月31日的矿难事故导致该季度铜产量减少2.21万吨。

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