铁货(01029.HK)：K&S以约90%的产能运作 铁矿石价格环境稳健
格隆汇 12 月 17日丨铁货(01029.HK)发布公告，K&S现时以近90%的产能运作，让矿场得以善用目前强劲铁矿石价格环境的优势。同时，由于经铁路向中国客户运送货物暂时受2019冠状病毒病疫情带来的物流问题影响，故K&S正储备剩余产量及计划扩大其海运销售，减轻有关影响。
在目前的寒冷天气情况下，由于干燥装置可移除铁精矿中多余的水分，避免产品结冰，故于K&S的生产过程中发挥重要作用。随着于今年夏季解决部分产能问题，干燥装置现时运作情况理想，加上其他缓解措施，有助K&S于冬季以正常产能运作。目前的生产瓶颈问题在于采矿工程。诚如先前所公布，第三方采矿承包商面临若干产能及设备供应问题。尽管承包商逐步增强工作效率，惟滞后的采矿量目前仍是限制K&S产量的主要因素。尽管如此，K&S在遇到采矿问题和许多火车滞留在铁轨上的情况下仍能以近90%的产能运作。
整体而言，大部分K&S产品经铁路向其中国客户出售。然而，俄罗斯铁路近期出现交通挤塞情况，主要由于2019冠状病毒病引致绥芬河边境出现物流及跨境效率问题和许多火车滞留在铁轨上。为此原因，直至挤塞情况有所改善前，俄罗斯铁路不会接受通往绥芬河的货运，因此K&S亦暂停经铁路向中国客户运送货物。由于交通挤塞问题可能持续至2021年第一季度，故为缓和有关影响，K&S正储备剩余产量，以及为帮助现金流而透过扩大海运销售计划减少其对铁路运输的依赖。
最近，来自淡水河谷的铁矿石产量减少预测及国际贸易的紧张局势已加剧市场对铁矿石供应量的忧虑。加上中国强劲的国内需求及国际炼钢生产复苏，含铁量65%铁矿石的价格于12月首半个月增加至平均每吨159美元，是2013年以来的最高水平。铁矿石的价格自2020年初起飙升约60%。由于K&S持续以高产能运作，铁江现货已作好部署，把握强劲铁矿石价格市场。
铁江现货首席执行官马嘉誉评论道：“本人乐见我们能在今年冬季以高产能运作，实在是K&S矿场团队努力不懈的成果。我们现时集中解决采矿积压问题，其将有助K&S充分发挥潜力。2019冠状病毒病疫情的影响带来物流挑战，而波格拉尼奇内－绥芬河的跨境运输情况已受影响。所幸，透过将销售转移至海运客户，有关影响有所缓和，此举更可令客户群更多元化。我们欣见铁矿石价格稳健，且铁矿石是2020年表现最佳的商品之一。我们乐于在此前景向好的价格环境中营运。”
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