ÁÁµã

2018Ï°ëÄ꣬°Ä´óÀûÑÇÃÌ¿ó²úÁ¿ÆÆÀúÊ·¼Ç¼£¬Ô­ÒòÊdzõ¼¶¿ó´²Î¬³Ö¸ß²úÄÜÀûÓÃÂÊ£¬ÓÅÖʾ«¿ó(PCO2)¿ó´²¿ª¹¤ÂÊ´ïµ½Éè¼Æ²úÄܵÄ120%¡£

ÄÏ·ÇÃÌÒµÓÅÖÊ¿óʯ²úÁ¿Ôö¼Ó£¬²¿·ÖµÖÏûÁËϸÁ£¶È¶þ¼¶²úÆ·²úÁ¿Ï½µµÄÓ°Ïì¡£

²úÁ¿»ã×Ü

²úÁ¿»ã×Ü

South32’s share

2018²ÆÄêÉÏ°ëÄê

2019²ÆÄêÉÏ°ëÄê

2019²ÆÄêÉÏ°ëÄêͬ±È2018²ÆÄêÉÏ°ëÄê

2018²ÆÄê2¼¾¶È

2019²ÆÄê1¼¾¶È

2019²ÆÄê2¼¾¶È

2019²ÆÄê2¼¾¶È»·±È2019²ÆÄê1¼¾¶È

ÃÌ¿ó²úÁ¿(ǧ¶Ö£¬Êª¶Ö)

2,830

2,886

2%

1,526

1,447

1,439

(1%)

Ã̺Ͻð²úÁ¿(ǧ¶Ö)

118

109

(8%)

62

52

57

10%

ÆóÒµ¸üÐÂ

• 2018ÄêÏ°ëÄ꣬¹«Ë¾ÒѾ­ÊÕµ½ÁËÃÌ×ʲúËùÕ¼¹É·ÝͶ×Ê(EAI)µÄ¾»ÏúÊÛ¶î2.62ÒÚÃÀÔª(South32¹É·Ý)£¬Êµ¼Ê¼Û¸ñ¼ÌÐø·´Ó³³öMetal BulletinµÄÃÌ¿ó¼Û¸ñÖ¸Êý¡£

• °´ÕÕ¹«Ë¾¼ÍÂÉÑÏÃ÷µÄ×ʱ¾¹ÜÀí¼Ü¹¹£¬2018Äê10Ô£¬¹«Ë¾ÒѾ­Ö§¸¶ÁË3.16ÒÚÃÀÔª2018²ÆÄêÄêÖÕ¹ÉÏ¢£¬²¢ÇÒÔÚ2018ÄêÏ°ëÄ꣬ÒÔÏÖ½ð1.67ÒÚÃÀÔª¹ºÂòÁË6800Íò¹É¹ÉȨ¡£½ØÖÁ2018Äê12ÔÂ31ÈÕ£¬¹«Ë¾ÒѾ­Íê³ÉÁË10ÒÚÃÀÔª×ʱ¾¹ÜÀíÏîÄ¿µÄ79%£¬2018Äê4ÔÂ5ÈÕ£¬Ö§¸¶ÁË1.54ÒÚÃÀÔªµÄÌØÊâ¹ÉÏ¢£¬ÒÔÿ¹É3.09°ÄÔªµÄ¼Û¸ñ»Ø¹ºÊг¡·Ý¶î£¬¹²¼Æ2.72Òڹɡ£

• ÊÊÓÃÓڸü¯ÍŵÄÖ÷Òª¹«Ë¾Ë°Ë°ÂÊ°üÀ¨:°Ä´óÀûÑÇ30%¡¢ÄÏ·Ç28%¡¢¸çÂ×±ÈÑÇ34%¡¢ÄªÉ£±È¿Ë0%ºÍ°ÍÎ÷34%¡£È»¶ø£¬µ±ÀûÈó±»Ñ¹Ëõ£¬»òÕßÓÉÓÚÕâЩ²»Í¬µÄË°ÂʺÍÍŶÓÄÚ²¿Ð­ÒéÔÚÌض¨µÄ˾·¨¹ÜϽÇøÔì³ÉËðʧʱ£¬ÓÀ¾Ã²îÒìµÄ²»³É±ÈÀýµÄÓ°Ïì¿ÉÄÜ»á³å»÷¼¯ÍŵÄÓÐЧ˰ÂÊ(ETR)¡£Òò´Ë£¬¹«Ë¾ÏÖÔÚÔ¤¼Æ¼¯ÍÅ2018ÄêÏ°ëÄêµÄÓÐЧ˰ÂÊ(²»°üÀ¨EAI)½«Ôö³¤µ½35%µ½40%Ö®¼ä¡£ÕâÒ»±ÈÀýÔ¤¼Æ½«ÔÚ2019ÄêÄêÉÏ°ëÄê»áÓÐËùϽµ£¬ÓÈÆäÊÇÈç¹ûÑõ»¯ÂÁÓëÂÁµÄ¼Û¸ñ±ÈÂÊ´ÓÄ¿Ç°½Ï¸ßµÄˮƽϽµµÄÇé¿öÏ¡£´ËÍ⣬2018ÄêÏ°ëÄ꣬¸Ã¼¯ÍŵÄ×ÜË°¶îΪ2.07ÒÚÃÀÔª(²»°üÀ¨EAI)¡£

²úÁ¿Ö¸ÄÏ

²úÁ¿Ö¸ÄÏ(South32s share)

2018²ÆÄê

2019²ÆÄêÉÏ°ëÄê

2019²ÆÄêÔ¤¼Æ

±¸×¢

°Ä´óÀûÑÇÃÌÒµ

ÃÌ¿ó²úÁ¿(ǧ¶Ö£¬Êª¶Ö)

3,396

1,811

3,350

ÒÀÊг¡ÐèÇó¶¨

ÄÏ·ÇÃÌÒµ

ÃÌ¿ó²úÁ¿(ǧ¶Ö£¬Êª¶Ö)

2,145

1,075

2,050

ÒÀÊг¡ÐèÇó¶¨

Êг¡¸üÐÂ

ʵ¼Ê¼Û¸ñ

2018²ÆÄêÉÏ°ëÄê

2018²ÆÄêÏ°ëÄê

2019²ÆÄêÉÏ°ëÄê

2019²ÆÄêÉÏ°ëÄêͬ±È2018²ÆÄêÉÏ°ëÄê

2019²ÆÄêÉÏ°ëÄê»·±È2018²ÆÄêÏ°ëÄê

°Ä´óÀûÑÇÃÌÒµ

ÃÌ¿ó(ÃÀÔª/¸É¶Ö¶È, FOB)

5.96

6.8

6.59

11%

-3%

ÄÏ·ÇÃÌÒµ

ÃÌ¿ó(ÃÀÔª/¸É¶Ö¶È, FOB)

4.57

5.9

5.85

28%

-1%

·¢Õ¹ºÍ¿±Ì½¸üÐÂ

• 2018ÄêÏ°ëÄ꣬¹«Ë¾ÔÚ¿±Ì½ÏîÄ¿ÉÏͶ×ÊÁË2690ÍòÃÀÔª£¬Êµ¼Ê»¨·ÑΪ1060ÍòÃÀÔª(°üÀ¨EAIÏîÄ¿µÄ90ÍòÃÀÔª)£¬790ÍòÃÀÔªÓÃÓÚ¸ßÖÊÁ¿¡¢´¦ÓÚÔçÆڽ׶εÄÂ̵ؿ±Ì½ÏîÄ¿¡£

°Ä´óÀûÑÇÃÌÒµ(60%¹É·Ý)

South32's share

2018²ÆÄêÉÏ°ëÄê

2019²ÆÄêÉÏ°ëÄê

2019²ÆÄêÉÏ°ëÄêͬ±È2018²ÆÄêÉÏ°ëÄê

2018²ÆÄê2¼¾¶È

2019²ÆÄê1¼¾¶È

2019²ÆÄê2¼¾¶È

2019²ÆÄê2¼¾¶Èͬ±È2018²ÆÄê2¼¾¶È

2019²ÆÄê2¼¾¶È»·±È2019²ÆÄê1¼¾¶È

ÃÌ¿ó²úÁ¿ (ǧ¶Ö£¬Êª¶Ö)

1,701

1,811

6%

893

932

879

-2%

-6%

ÃÌ¿óÏúÊÛÁ¿ (ǧ¶Ö£¬Êª¶Ö)

1,612

1,740

8%

822

884

856

4%

-3%

Ã̺Ͻð²úÁ¿ (ǧ¶Ö)

82

76

-7%

43

41

35

-19%

-15%

Ã̺ϽðÏúÊÛÁ¿ (ǧ¶Ö)

78

76

-3%

42

29

47

12%

62%

2018ÄêÏ°ëÄ꣬°Ä´óÀûÑÇÃÌ¿ó±íÏÖ´´¼Ç¼£¬¿ÉÏúÊÛµÄÃÌ¿ó²úÁ¿Ôö¼Ó6%(11Íòʪ¶Ö)£¬´ïµ½181.1Íòʪ¶Ö£¬³õ¼¶¿ó´²¼ÌÐø»ñµÃ¸ß²úÄÜÀûÓÃÂÊ£¬ÓÅÖʾ«¿ó(PCO2)¿ó´²¿ª¹¤ÂÊ´ïµ½Éè¼Æ²úÄܵĴóÔ¼120%£¬Õ¼×ܲúÁ¿µÄ9%¡£2019²ÆÄê²úÁ¿Ö¸Äϱ£³Ö335Íòʪ¶Ö²»±ä£¬Óê¼¾Ô¤¼Æ»áÔÚ½ÓÏÂÀ´µÄÕû¸ö²ÆÄêÀïÓ°ÏìÃÌ¿ó²úÁ¿¡£

2018ÄêÏ°ëÄ꣬¿ÉÏúÊÛµÄÃ̺Ͻð²úÁ¿½µµÍ7%(6000¶Ö)£¬Ô­ÒòÊÇ2018Äê4¼¾¶È£¬ÓÐһ̨¯×Ó(¹²4̨)ʵʩ¼Æ»®ÍâÍ£²ú¡£Ëæºó£¬Â¯×Ó¸´²ú£¬¼Æ»®2019ÄêÉÏ°ëÄê½øÐмìÐÞ¡£

ÄÏ·ÇÃÌÒµ(60%¹É·Ý)

South32's share

2018²ÆÄêÉÏ°ëÄê

2019²ÆÄêÉÏ°ëÄê

2019²ÆÄêÉÏ°ëÄêͬ±È2018²ÆÄêÉÏ°ëÄê

2018²ÆÄê2¼¾¶È

2019²ÆÄê1¼¾¶È

2019²ÆÄê2¼¾¶È

2019²ÆÄê2¼¾¶Èͬ±È2018²ÆÄê2¼¾¶È

2019²ÆÄê2¼¾¶È»·±È2019²ÆÄê1¼¾¶È

ÃÌ¿ó²úÁ¿(ǧ¶Ö£¬Êª¶Ö)

1,129

1,075

-5%

633

515

560

-12%

9%

ÃÌ¿óÏúÊÛÁ¿(ǧ¶Ö£¬Êª¶Ö)

1,067

1,010

-5%

539

487

523

-3%

7%

Ã̺Ͻð²úÁ¿(ǧ¶Ö)

36

33

-8%

19

11

22

16%

100%

Ã̺ϽðÏúÊÛÁ¿(ǧ¶Ö)

28

35

25%

14

16

19

36%

19%

2018ÄêÏ°ëÄ꣬¿ÉÏúÊÛµÄÄÏ·ÇÃÌ¿ó²úÁ¿Ï½µ5%(5.4Íòʪ¶Ö)£¬´ïµ½107.5Íòʪ¶Ö£¬¸ßƷλÓÅÖÊÃÌ¿ó²úÁ¿µÄÔö¼Ó´ó´óµÖÏûÁ˾«Ï¸Á£¶ÈµÄ¶þ´ÎÃÌ¿ó²úÆ·²úÁ¿µÄ¼õÉÙ¡£2019²ÆÄê²úÁ¿Ö¸Äϱ£³ÖÔÚ205Íòʪ¶Ö²»±ä£¬¹«Ë¾½«»á¼ÌÐøµ÷¿ØÊг¡ÐèÇó£¬ÓÅ»¯¸ß³É±¾¿¨³µµÄʹÓá£2018ÄêÏ°ëÄ꣬¿ÉÏúÊÛµÄÃ̺Ͻð²úÁ¿½µ8%(3000¶Ö)£¬´ïµ½3.3Íò¶Ö£¬Ô­ÒòÊÇÓÐһ̨¯×Ó°´¼Æ»®Í£²ú¡£

ÔËÓª±íÏÖ

South32s share

2018²ÆÄêÉÏ°ëÄê

2019²ÆÄêÉÏ°ëÄê

2018²ÆÄê2¼¾¶È

2018²ÆÄê3¼¾¶È

2018²ÆÄê4¼¾¶È

2019²ÆÄê1¼¾¶È

2019²ÆÄê2¼¾¶È

°Ä´óÀûÑÇÃÌÒµ(60% ¹É·Ý)

ÃÌ¿ó²úÁ¿(ǧ¶Ö£¬Êª¶Ö)

1,701

1,811

893

830

865

932

879

ÃÌ¿óÏúÊÛÁ¿(ǧ¶Ö£¬Êª¶Ö)

1,612

1,740

822

803

875

884

856

ÏúÊÛµÄÃÌ¿óƷλ(%, Mn)

46.0

46.0

46.0

45.0

45.7

46.1

45.8

Ã̺Ͻð²úÁ¿(ǧ¶Ö)

82

76

43

41

42

41

35

Ã̺ϽðÏúÊÛÁ¿(ǧ¶Ö)

78

76

42

37

55

29

47

ÄÏ·ÇÃÌÒµ(60% ¹É·Ý)

ÃÌ¿ó²úÁ¿(ǧ¶Ö£¬Êª¶Ö)

1,129

1,075

633

539

477

515

560

ÃÌ¿óÏúÊÛÁ¿(ǧ¶Ö£¬Êª¶Ö)

1,067

1,010

539

476

539

487

523

ÏúÊÛµÄÃÌ¿óƷλ(%, Mn)

40.3

40.3

39.9

40.1

39.1

40.0

40.5

Ã̺Ͻð²úÁ¿(ǧ¶Ö)

36

33

19

21

22

11

22

Ã̺ϽðÏúÊÛÁ¿(ǧ¶Ö)

28

35

14

21

18

16

19