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新能源	锂锂矿锂化合物金属锂镍镍矿镍铁精炼镍镍盐高冰镍 MHP 钴电解钴钴粉氯化钴四氧化三钴硫酸钴钴中间品氧化钴碳酸钴钴酸锂锰锰矿电解锰电池级硫酸锰锂电正负极三元前驱体磷酸铁正极材料石油焦针状焦包覆沥青人造石墨硅碳负极硅氧负极电解液隔膜隔膜电解液电芯

淡水河谷二季度铜产量同比激增18% 达9.26万吨创六年新高

2025-07-24 13:45:31 来源：淡水河谷责任编辑：韩泽楷

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巴西里约热内卢，2025年7月23日——全球矿业巨头淡水河谷(Vale)发布2025年第二季度产销量报告，核心金属产能实现突破性增长。其中铜产量达9.26万吨，同比增长18%，创下自2019年以来第二季度的最高纪录，连续三年保持增长态势。

产能驱动：三大项目协同发力

报告显示，铜产量增长主要受益于三大关键因素：

索塞古(Sossego)矿区品位提升，优化了资源利用率;

萨洛博(Salobo)运营区全面达产，产能释放效率提高;

沃伊斯湾矿区扩建项目(VBME)稳步增产，贡献新增供应。此外，同期镍产量同样表现亮眼，达4.03万吨，同比飙升44%，刷新2021年以来二季度峰值。

铁矿石业务：结构性调整优化盈利

铁矿石板块产量总计8360万吨，同比增长4%。主要驱动力来自布鲁库图(Brucutu)矿区第四条选矿生产线试运行的强劲表现，以及S11D矿区创下的二季度产量新纪录。值得注意的是，公司主动调整产品组合策略，优先供应中品位铁矿石，导致销量同比减少3%至7730万吨，但此举旨在提升整体利润率。

战略项目进展：巴卡巴获许可，长期增长再添引擎

今年6月，淡水河谷在巴西的巴卡巴(Bacaba)项目获得初步许可，标志着这一关键开发计划进入新阶段，未来将为铁矿石产能扩张提供支撑。公司强调，新资产投产与运营可靠性提升，将助力2025年生产目标顺利完成。

市场影响与行业地位

尽管全球矿业面临价格波动挑战(二季度铜均价同比下跌2.4%至8985美元/吨)，淡水河谷通过产能优化逆势增长。其铜、镍产量的强劲攀升，巩固了公司在全球综合矿产商的领导地位，并为清洁能源转型关键金属供应链提供稳定保障。

展望未来，淡水河谷将继续聚焦高潜力项目爬产与技术升级。随着沃伊斯湾扩建项目产能持续释放及巴卡巴项目推进，分析师预计其铜镍增长势头有望延续至2026年。

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