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必和必拓(BHP.US)股东会:高管畅谈铜矿潜力与美国优势 却对巨额并购“三缄其口”
BHPBHP(US:BHP) 智通财经网·2025-09-15 06:55

Group 1 - BHP emphasizes the strong potential of its copper mining business and the attractiveness of the U.S. market during a shareholder meeting, while remaining silent on large-scale acquisition prospects [1][2] - CEO Mike Henry highlights significant progress in copper production capacity, achieving a 28% increase in recent years, and mentions four key copper growth bases [1] - The four copper growth bases include the Vicuna project in Argentina, the Resolution copper project in the U.S. in partnership with Rio Tinto, the Escondida copper mine in Chile, and the copper operations in South Australia [1] Group 2 - When asked about a potential acquisition of NGEX Minerals, which operates in the same region as the Vicuna project, Henry avoided the question, and the meeting did not address major merger-related issues [2] - The recent $53 billion merger between Anglo American and Teck Resources is seen as a breakthrough in the mining sector, which has struggled with consolidation attempts in the past [2] - Analysts believe BHP is unlikely to engage in the current merger activity due to a management transition period and a focus on expanding its own copper assets [2]