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多伦多证券交易所:LUN $32.72 纳斯达克斯德哥尔摩:LUMI kr236.10
Lundin Mining在智利的运营受到第二次严重冬季风暴影响
,/CNW/ --(TSX: LUN)(Nasdaq Stockholm: LUMI)Lundin Mining Corporation (“Lundin Mining”或“公司”)就智利阿塔卡马地区第二场冬季风暴后Caserones和Candelaria的运营情况提供最新通报。该风暴始于8月13日,在较低海拔带来强降雨,并在较高海拔带来异常强降雪和大风。
总裁兼首席执行官Jack Lundin评论道:“智利北部经历了一系列前所未有的冬季风暴,对阿塔卡马地区各社区以及我们在Caserones的运营造成了重大影响。员工的安全始终是我们的最高优先事项,我要感谢我们的员工、承包商和应急响应团队在这一充满挑战的时期所展现的奉献精神和韧性。”
"Following the first storm, we expected the impact on production to remain within the lower end of our original guidance range. Unfortunately, a second severe storm disrupted recovery efforts and delayed our planned return to full operations, leading to additional unplanned downtime. As a result, we have revised our guidance to reflect the extended recovery period.
“我们的团队在恢复供电、修复基础设施和重新开放通行路线方面继续取得强劲进展,我们仍专注于尽快安全地使Caserones恢复满负荷生产。”
在Caserones于7月18日至7月30日首次停电之后,8月14日又发生了第二次停电。近期检查确定,强风和暴雪再次损坏了一座曾受此前风暴影响的输电塔。抢修人员已调集到位,修复受损基础设施的工作正在进行中。预计本周末将全面恢复供电,随后将逐步、安全地提升运营。与此同时,备用发电机继续为现场关键基础设施提供支持。
这些天气事件的累积影响已波及公司在Caserones的全年展望。因此,Caserones 2026年铜产量指引已从130,000 – 140,000吨下调至120,000 – 130,000吨,现金成本指引从每磅铜2.05 – 2.25美元调整为每磅铜2.15 – 2.35美元。公司仍预计Candelaria将实现其全年产量指引。公司合并铜产量指引现为300,000 – 325,000吨,现金成本指引为每磅铜1.95 – 2.15美元。
更新后的2026年产量与现金成本指引
指引a | 修订后指引 | |||||
(所含金属) | 产量 | 现金成本(美元/磅)b | 产量 | 现金 | ||
铜(吨) | Candelaria(100%) | 135,000 – 145,000 | 2.05 – 2.25 | 135,000 – 145,000 | 2.05 – 2.25 | |
Caserones (100%) | 130,000 – 140,000 | 2.05 – 2.25 | 120,000 – 130,000 | 2.15 – 2.35 | ||
Chapada | 45,000 – 50,000 | 0.75 – 0.95d | 45,000 – 50,000 | 0.75 – 0.95d | ||
合计 | 310,000 – 335,000 | 1.90 – 2.10 | 300,000 – 325,000 | 1.95 – 2.15 | ||
黄金(千盎司) | Candelaria(100%)e | 77 – 87 | 77 – 87 | |||
Chapada | 57 – 62 | 57 – 62 | ||||
合计 | 134 – 149 | 134 – 149 | ||||
a. 公司截至2026年6月30日止三个月及六个月的管理层讨论与分析(“MD&A”)中概述的指引。
b. 每磅现金成本和合并现金成本为非GAAP指标。有关等效的历史非GAAP指标可比数据,请参见本新闻稿的“历史非GAAP指标可比数据”部分。另请参见截至2025年12月31日止年度以及截至2026年6月30日止三个月和六个月的管理层讨论与分析。除另有说明外,美元金额以美元列示。
c. 2026年修订后的现金成本指引基于多项假设和估计,包括但不限于:产量、商品价格(金:4,000美元/盎司,银:70.00美元/盎司)、汇率(美元/智利比索:900,美元/巴西雷亚尔:5.00)以及运营成本。
d. Chapada 的现金成本按副产品基础计算,不包含其铜流协议的影响,该影响体现在铜收入中。
e. Candelaria 黄金和白银总产量的 68% 受流式协议约束。现金成本按流式盎司收到约 437 美元/盎司黄金和 4.36 美元/盎司白银计算。
关于 Lundin Mining
Lundin Mining 是一家加拿大矿业公司,总部位于加拿大温哥华,在巴西和智利拥有三座在产矿山。我们生产的金属支撑全球发展,支持基础设施建设、电气化、技术创新和经济韧性。我们的战略愿景是成为全球前十大铜生产商。为实现这一目标,我们正在执行明确的增长战略,其中包括推进位于阿根廷和智利边境的 Vicuña 地区的世界最大铜、金、银项目之一,我们在该项目中持有 50% 的权益。我们还持有 Los Helados 项目 31% 的权益,该项目毗邻我们正在运营的 Caserones 矿山,为长期增长提供了选择权。Lundin Mining 在通过资源增长、卓越运营和负责任开发创造价值方面拥有良好记录。公司股票在多伦多证券交易所(LUN)和纳斯达克斯德哥尔摩交易所(LUMI)交易。了解更多信息,请访问 www.lundinmining.com。
本新闻稿中的信息须遵守 Lundin Mining 在《欧盟市场滥用条例》下的披露要求。该信息由下述联系人于太平洋时间 2026 年 8 月 18 日 23:00 代为提交发布。
历史非GAAP指标对比
现金成本、每磅现金成本和合并每磅现金成本均为非GAAP财务指标。这些指标并非国际财务报告准则(IFRS)下公认会计原则所规定的标准化财务指标,因此,所呈报的金额可能无法与其他矿业公司呈报的类似数据进行比较。这些金额旨在提供补充信息,不应单独加以考虑,也不应被视为按照IFRS编制的业绩指标的替代。请参阅 Lundin Mining 截至2025年12月31日止年度以及截至2026年6月30日止三个月和六个月的管理层讨论与分析中题为“非GAAP及其他业绩指标”的章节,该章节以引用方式并入本文,并可在SEDAR+网站 www.sedarplus.ca 上查阅。
每磅现金成本及每磅综合现金成本——截至2025年12月31日止年度
Operations | Candelaria | Caserones | Chapada | Consolidated | Total |
(百万美元,除非另有说明) | (铜) | (铜) | (铜) | (铜) | |
销售量(应付金属) | |||||
吨 | 140,500 | 138,287 | 42,040 | 320,827 | |
磅(千) | 309,749 | 304,870 | 92,682 | 707,301 | |
生产成本 | 783.9 | 854.5 | 306.8 | 1,945.2 | 1,948.1 |
减:特许权使用费及其他 | (18.6) | (52.4) | (22.3) | (93.3) | (96.2) |
765.3 | 802.1 | 284.5 | 1,851.9 | 1,851.9 | |
扣除:副产品 | (193.1) | (149.8) | (220.4) | (563.3) | (563.3) |
加:处理与精炼 | 22.9 | 8.3 | 5.0 | 36.2 | 36.2 |
现金成本 | 595.1 | 660.6 | 69.1 | 1,324.8 | 1,324.9 |
每磅现金成本(美元/磅) | 1.92 | 2.17 | 0.75 | 1.87 |
1 | 包含与其他业务板块相关的非重大金额 |
截至2026年6月30日止六个月的每磅现金成本及合并每磅现金成本
Operations | Caserones | Candelaria | Chapada | Consolidated | Total |
(百万美元,除非另有说明) | (Cu) | (Cu) | (Cu) | (Cu) | |
销售量(应付金属量): | |||||
吨 | 69,940 | 60,335 | 21,454 | 151,729 | |
磅(千) | 154,191 | 133,016 | 47,298 | 334,505 | |
生产成本 | 411.7 | 418.2 | 169.4 | 999.3 | 1,000.0 |
减:特许权使用费及其他 | (30.4) | (12.3) | (13.6) | (56.3) | (57.0) |
加:处理与精炼费 | 0.3 | 0.7 | 0.3 | 1.3 | 1.3 |
总成本 | 381.6 | 406.6 | 156.1 | 944.3 | 944.3 |
扣除:副产品 | (96.5) | (89.6) | (130.7) | (316.8) | (316.8) |
现金成本 | 285.1 | 317.0 | 25.4 | 627.5 | 627.6 |
每磅总成本(美元/磅) | 2.47 | 3.06 | 3.30 | 2.82 | |
每磅副产品(美元/磅) | (0.62) | (0.68) | (2.76) | (0.94) | |
每磅现金成本(美元/磅) | 1.85 | 2.38 | 0.54 | 1.88 |
1 | 包含与其他分部相关的非重大金额 |
前瞻性信息警示声明
本文中所作的某些陈述和所含信息属于适用的加拿大证券法意义上的“前瞻性信息”。除历史事实陈述外,本文件所包含的所有陈述均构成前瞻性信息,包括但不限于有关智利严重冬季风暴和恶劣天气影响的陈述,包括对公司运营及配套基础设施的影响及其预期严重程度和持续时间;公司预计在Caserones恢复运营的时间;公司对未来生产时间和产量的指引及其对经营结果的预期;公司的财务指引和预期财务表现及其潜在影响。诸如“相信”、“预期”、“预计”、“考虑”、“目标”、“计划”、“目的”、“旨在”、“打算”、“继续”、“预算”、“估计”、“可能”、“将”、“可以”、“能够”、“应当”、“安排”及类似表述均标识前瞻性信息。
Forward-looking information is necessarily based upon various estimates and assumptions including, without limitation, the expectations and beliefs of management, including those related to the severity, duration and impacts of winter storms and any subsequent inclement weather events; that the Company can access financing, appropriate equipment and supplies, and sufficient labour, including those required for necessary infrastructure repairs and to restart operations at Caserones; assumed and future price of copper, gold, zinc, nickel and other metals; anticipated costs; ability to achieve goals; that the political, economic, permitting and legal environment in which the Company operates will continue to support the development and operation of mining projects; timing and receipt of governmental, regulatory and third party approvals, consents, licenses and permits and their renewals; the geopolitical, economic, permitting and legal climate that the Company operates in; legal and regulatory requirements; positive relations with local groups; operating conditions, capital and operating cost estimates; production and processing estimates; that no significant event will occur outside of the Company's normal course of business and operations (other than as set out herein); and such other assumptions as set out herein and in other applicable public disclosure documents of the Company, as well as those related to the factors set forth below. While these factors and assumptions are considered reasonable by Lundin Mining as at the date of this document in light of management's experience and perception of current conditions and expected developments, such information is inherently subject to significant business, social, economic, political, regulatory, competitive and other risks, uncertainties and contingencies that could cause actual actions, events, conditions, results, performance or achievements to be materially different from those projected in the forward-looking information. The Company cautions that the foregoing list of assumptions is not exhaustive. Known and unknown factors could cause actual results to differ materially from those projected in the forward-looking information and undue reliance should not be placed on such information. Such factors include, but are not limited to: uncertainty around the severity and extent of the impacts on the Company's operations and supporting infrastructure as a result of the winter storms in Chile, and uncertainty around the timing of repairs and for the Company to resume operations at Caserones; risks associated with additional winter storms and inclement weather events; dependence on international market prices and demand for the metals that the Company produces; political, economic, and regulatory uncertainty in operating jurisdictions, including but not limited to those related to permitting and approvals, nationalization or expropriation without fair compensation, environmental and tailings management, labour, trade relations, and transportation; risks relating to mine closure and reclamation obligations; health and safety hazards; inherent risks of mining, not all of which related risk events are insurable; risks relating to tailings and waste management facilities; risks relating to the Company's indebtedness; challenges and conflicts that may arise in partnerships and joint operations; risks relating to development projects; risks that revenue may be significantly impacted in the event of any production stoppages or reputational damage in Chile; the impact of global financial conditions, market volatility and inflation; business interruptions caused by critical infrastructure failures or damage; challenges of effective water management; exposure to greater foreign exchange and capital controls, as well as political, social and economic risks as a result of the Company's operation in emerging markets; risks relating to stakeholder opposition to continued operation, further development, or new development of the Company's projects and mines; any breach or failure information systems; risks relating to reliance on estimates of future production; risks relating to litigation and administrative proceedings which the Company may be subject to from time to time; risks relating to acquisitions or business arrangements; risks relating to competition in the industry; failure to comply with existing or new laws or changes in laws; challenges or defects in title or termination of mining or exploitation concessions; the exclusive jurisdiction of foreign courts; the outbreak of infectious diseases or viruses; risks relating to taxation changes; receipt of and ability to maintain all permits that are required for operation; minor elements contained in concentrate products; changes in the relationship with its employees and contractors; the Company's Mineral Reserves and Mineral Resources which are estimates only; risks that metallurgical testing, recoveries or process assumptions may differ from expectations; risks associated with climate change and inclement weather events; physical climate risks, including drought, flooding, extreme weather and water scarcity, and transition risks associated with evolving climate-related laws, regulations, emissions standards and stakeholder expectations;equipment delivery delays and supply chain disruptions; risks related to water availability, water rights, desalination infrastructure, groundwater permitting and changing water-use regulations; risks relating to community relations, indigenous consultation and participation processes, social license to operate and the ability to obtain and maintain community support; payment of dividends in the future; compliance with environmental, health and safety laws and regulations, including changes to such laws or regulations; interests of significant shareholders of the Company; asset values being subject to impairment charges; potential for conflicts of interest and public association with other Lundin Group companies or entities; activist shareholders and proxy solicitation firms; risks associated with climate change and inclement weather events; the Company's common shares being subject to dilution; ability to attract and retain highly skilled employees; reliance on key personnel and reporting and oversight systems; risks relating to the Company's internal controls; counterparty and customer concentration risk; risks associated with the use of derivatives; exchange rate fluctuations; the terms of the contingent payments in respect of the completion of the sale of the Company's European assets and expectations related thereto; and other risks and uncertainties, including but not limited to those described in the "Risks and Uncertainties" section of the Company's MD&A for the year ended December 31, 2025 and for the three and six months ended June 30, 2026 and the "Risks and Uncertainties" sections of the Company's Annual Information Form for the year ended December 31, 2025, which are available on SEDAR+ at www.sedarplus.ca under the Company's profile.
本文件中的所有前瞻性信息均受这些警示性声明的限定。尽管本公司已尝试识别可能导致实际结果与前瞻性信息中所载内容存在重大差异的重要因素,但仍可能存在其他导致结果与预期、估计、预测或意图不符的因素,读者应注意上述清单并非可能已使用的全部因素和假设的详尽列表。若其中一项或多项风险与不确定性成为现实,或相关基础假设被证明不正确,实际结果可能与前瞻性信息中所述内容存在重大差异。因此,无法保证前瞻性信息将被证明准确,前瞻性信息亦不构成对未来业绩的保证。建议读者不要过度依赖前瞻性信息。本文件所载前瞻性信息仅截至本文件日期有效。除适用法律要求外,本公司不承担更新或修订前瞻性信息或解释该等信息与后续实际事件之间任何重大差异的任何意图或义务。
https://mmx.prnewswire.com/media/MS1972094/Lundin-Mining-Corporation-Lundin-Mining-s-Chile-Operations-Impac.pdf?v=101409?id=OA2895867&p=original 查看配图:Lundin Mining’s Chile Operations Impacted by Second Severe Winter Storm
来源:Lundin Mining Corporation