伦丁矿业第三季度铜产量超预期，并上调全年产量前景

Core Viewpoint - Lundin Mining has raised its full-year copper production guidance by approximately 4% to 319,000-337,000 tons, up from the previous estimate of 303,000-330,000 tons, due to better-than-expected performance at its Caserones mine in Chile, leading to a reduction in cost estimates [1] Group 1: Production and Financial Performance - In Q3, Lundin Mining's copper production reached 87,400 tons, exceeding market expectations of 81,100 tons, while gold production was 37,800 ounces, roughly in line with the forecast of 37,600 ounces [2] - Total copper sales amounted to 78,800 tons, surpassing the anticipated 76,400 tons, and gold sales were 38,800 ounces, exceeding the expected 36,000 ounces [2] - The company reported Q3 revenue exceeding $1 billion and achieved an adjusted operating cash flow of $383 million, with an adjusted copper cash cost of $1.61 per pound, approximately 6% lower than 2024 and the lowest quarterly cost so far this year [1] Group 2: Cost Guidance and Operational Insights - The overall cash cost guidance for copper has been lowered to $1.85-$2.00 per pound, driven by strong performances at the Caserones and Chapada mines, with cost guidance reductions of 12% and 21% respectively [1] - Year-to-date, the company's copper production has reached 75% of the midpoint of its guidance, with expectations to remain below the revised cost guidance midpoint [1]