BNPP-COPPER Peruvian copper production 百分之5 y y in October-20251230
这篇研报讲什么?
摘要原文摘录Peru’s Ministry of Energy and Mines (MINEM) released (20 December) copper production for October showing a +5%y/y increase and +3% m/m increase. Copper production for Peru YTD is…
研究对象有色金属
发布机构Exane BNP Paribas
分析师无
发布日期2025-12-30
原始报告提供原始报告入口
机构观点归属Exane BNP Paribas,研报雷达仅作摘要整理与机构观点聚合。以下为研报摘要原文摘录,内容以原始报告为准。
研究对象有色金属
股票代码不适用
公司共识评级样本不足近 180 天暂无有效评级
一致目标价样本不足近 180 天暂无有效目标价
研报摘要
摘要原文以原始报告为准
What happened?
Peru’s Ministry of Energy and Mines (MINEM) released (20 December) copper production for October showing a +5%y/y increase and +3% m/m increase. Copper production for Peru YTD is +3% vs its neighbour Chile which is flat in thesame comparable period. While there are deviations by mine, the nominal annual increase (+11kt) in October wasalmost entirely driven by Antamina [BHP (-) / Glencore (+)].
同公司研报
继续比较不同机构对同一公司的判断。
同行业近期研报
从单家公司继续回到行业研究。