-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师总结如下：泰克资源公司公布了2026年第一季度强劲的业绩，调整后每股收益为1.75加元，显著高于2025年第一季度的0.60加元和市场普遍预期的1.12加元。营收同比增长72%至39亿加元，调整后EBITDA达到21亿加元（+125%），分别超出市场普遍预期22%和36%，这反映了运营杠杆效应，受益于铜价走强，伦敦金属交易所（LME）铜均价为5.83美元/磅（同比增长38%）。这些业绩验证了公司在剥离煤炭业务后的盈利能力，并表明在与英美资源集团合并完成前，公司运营执行力正在不断提升。管理层重申，奎布拉达布兰卡（QB）矿区将于2026年底实现稳定运营，QB矿区铜销量创下7.03万吨的历史新高。我们预计，随着TMF项目的推进，产能限制将在2026年下半年逐步缓解。公司拥有98亿加元的充裕流动资金，足以支持增长性资本支出。同时，英美资源集团的合并已获得股东和加拿大政府的批准，剩余审批工作正在按计划进行。
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