CMOC

603993.SS 17.24CNY ▼ -15.45% 30d · 6月26日

A June 2026 strike at CMOC's Tenke Fungurume Mine compounded a DRC cobalt quota limiting exports to 27% of 2025 production

The DRC set CMOC's 2026 cobalt export quota at 31,200 tonnes against 117,549 tonnes produced in 2025; a June 1 work stoppage at TFM raises copper output risk as CMOC guides 760-820 kt for the year

何が壊れたか ·6 論調 ·6月26日

Kamoa-Kakula's first anode smelter produced 71,417 tonnes of copper in Q1 2026, making it Africa's largest and lowest-carbon copper smelter

The December 2025 smelter first fire at 60% of 500,000 tpa design; Q1 anode output was 71,417t; sulphuric acid output of 1,350t/day feeds local fertiliser plans; Codelco-Glencore are studying a 1.5 MTpa Chilean smelter for 2032

長期戦 ·9 論調 ·6月26日