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赤峰黃金(06693.HK):冀下半年追趕產能 金價升勢未見頂難判斷
阿思達克 09-10 09:05
赤峰黃金(06693.HK)上半年產金量6.75噸,按年減少10.6%,集團於中期業績更新全年指引,由16.7噸下調至16噸。財務總監黃學斌解釋,由於老撾塞班礦場提前受到雨季影響,加上國內五龍礦場正進行提升工程,令上半年產量不及預期。他表示,下半年會努力追趕產量,目前進度理想,一般產量集中在第四季,他目標今年第三季產量有4噸,第四季有5噸。長遠而言,則希望每年穩定有500至800公斤的產量擴張。 對於金價屢創新高,黃學斌表示現時金價受地緣政治等因素影響,難以從基本面分析,但認為今輪升勢仍未見頂。他又提到,集團上半表的業績表現主要因金價帶動收入推動,希望下半年在產量增長下,業績可真正反映到黃金上升的影響。 勘探方面,黃學斌指集團有持續及發掘可用資源,亦不斷進行技術改造,冀提升礦產的回收量;預期今年全年資本開支為23億至24億元人民幣。 併購方面,黃學斌透露目前有一個項目正在競標階段,而金價上升亦令併購談判難度增加,因賣方的要求較高。集團希望併購年產量至少有3至4噸且有現金流的金礦,亦已預留充分資金用作併購。
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