-- 力拓集团(ASX:RIO)周二在澳大利亚证券交易所提交的文件中表示,中东冲突对其运营的直接影响有限,大宗商品价格也呈现积极态势。不过,该公司目前尚无法预估这场持续冲突将如何影响下半年的供应链。 该公司表示,其每年消耗约16亿升柴油,其中约三分之二来自皮尔巴拉地区。尽管柴油价格上涨导致成本曲线陡峭上升,但凭借规模优势和全球供应链杠杆作用,其成本状况依然稳健。 该公司表示,其垂直整合的价值链遍布美洲、亚太和欧洲,确保了对客户的供应安全。铁矿石、铜和锂的运营基本未受影响,供应链未出现重大中断。 该公司股价在周二的交易中上涨了1%。
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