推薦產(chǎn)品
3-(4-chlorophenyl)-4-phenyl-4,5-dihydro-1H-pyrazole 2-(chloromethyl)-3-methylpyridinehydrochloride 1-(2-bromo-4-methylphenyl)ethanone 3-chloroisoquinoline-4-carbonitrile 5,8-dichloropyrido[3,2-d]pyridazine 2-bromomalononitrile 2-(4-(bromomethyl)phenyl)benzo[d]thiazole 1-(bromomethyl)-3-methoxy-2-nitrobenzene 6-bromo-1H-[1,2,3]triazolo[4,5-b]pyridine 4-iodo-2-((trimethylsilyloxy)methyl)thiazole 6-iodoimidazo[1,2-a]pyridine-3-carbonitrile 2-(4-chlorophenyl)-2-morpholinoacetonitrile 4-chloro-7H-pyrrolo[2,3-d]pyrimidine 4-chloroisothiazole 5-bromo-6-chloro-1H-indole 7-chloro-3H-imidazo[4,5-b]pyridine ethyl3-(4-formylphenyl)propanoate 2,3-dibromobenzaldehyde 1-(5H-chromeno[2,3-b]pyridin-7-yl)ethanone 5H-chromeno[2,3-b]pyridin-5-one 3-chloroisoquinoline-4-carbaldehyde (E)-2-(3-oxoprop-1-enyl)benzaldehyde methyl4-formyl-3-nitrobenzoate 5,6-dimethoxy-2,2-dimethyl-2,3-dihydro-1H-inden-1-one 1-methylbicyclo[4.1.0]heptan-3-one 3-nitro-4-(trifluoromethoxy)benzaldehyde 2-hydroxyquinoline-6-carbaldehyde 2-nitro-3-(trifluoromethyl)benzaldehyde 1-(2-fluoro-4-methoxyphenyl)propan-2-one tert-butyl3-fluoro-4-oxopiperidine-1-carboxylate tert-butyl3-oxopropylcarbamate 2,2-dimethylcyclohexanone 9H-carbazole-3-carbaldehyde N,N-dimethyl-2-oxoacetamide 2-methylpent-4-yn-2-ol 3-tert-butyl-4-hydroxybenzonitrile 4-bromo-2-tert-butylphenol 1,3-dibutoxypropan-2-ol methyl4-hydroxyquinoline-6-carboxylate methyl3-cyano-4-hydroxybenzoate 4-chloro-6-methoxyquinolin-7-ol 3,4-dihydro-2H-benzo[b][1,4]oxazin-7-ol 2-(2-aminothiazol-5-yl)ethanolhydrochloride (R)-ethyl2-chloropropanoate (S)-4-amino-5-(4,4-dimethylcyclohexylamino)-5-oxopentanoicacid (1s,4s)-4-hydroxycyclohexanecarboxylicacid (S)-2-(tetrahydrofuran-3-yloxy)aceticacid (1S,4R)-1-methyl-4-(prop-1-en-2-yl)cyclohex-2-enol (R)-4-(hydroxymethyl)oxazolidin-2-one (S)-4-(hydroxymethyl)oxazolidin-2-one 化工資訊 盡管鐵礦石跌至逾五年低位，世界第四大鐵礦石生產(chǎn)商--Fortescue Metals Group應(yīng)該不會(huì)像其他較小對手那樣減產(chǎn)因應(yīng)，而且仍然有降低成本或出售資產(chǎn)的空間。
Fortescue周四將公布第二季產(chǎn)量報(bào)告，投資人焦點(diǎn)放在成本以及Fortescue礦石出售給中國買方的折價(jià)幅度。
“有很多在這個(gè)領(lǐng)域的其他公司，應(yīng)該比Fortescue更早減產(chǎn)，”Pengana Capital投資組合經(jīng)理Ric Ronge稱。
Fortescue表示，截至去年10月，已經(jīng)將鐵礦石成本降至每噸51美元，其中包括運(yùn)往中國的運(yùn)費(fèi)。該公司一年生產(chǎn)接近1.6億噸鐵礦石，之前已將資本支出規(guī)劃大砍一半，并裁減人員，其中包括一些董事會(huì)職位。
瑞銀估計(jì)，以近來運(yùn)費(fèi)下跌及澳元走貶情況來看，F(xiàn)ortescue目前的的現(xiàn)金收支平衡點(diǎn)為指標(biāo)鐵礦石價(jià)格.IO62-CNI=SI在58美元，以周一指標(biāo)價(jià)在63.30美元而言，F(xiàn)ortescue仍然有盈余。
如果Fortescue的現(xiàn)金流量進(jìn)一步承壓，公司可以出售礦山權(quán)益，或值錢的鐵道及碼頭部門權(quán)益。
但在走到那一步之前，分析師指出，F(xiàn)ortescue也可以專注勘探含鐵量最高的礦山，藉此降低成本，不過這個(gè)策略只能持續(xù)一兩年。
“你不會(huì)看到Fortescue關(guān)閉礦場，他們會(huì)降低礦石采剝比，短期內(nèi)大幅減少成本，”經(jīng)紀(jì)商BBY總監(jiān)Mike Harrowell稱。
