以下部分引用 AI 总结，现阶段 AI 仍然有幻觉。请以内容的原文为准。

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South32

8 atoms · 跨 2 天 · 首见 2026-06-08 · 最近 2026-06-30

三色: 🟦 fact 6 · 🟥 take 2 · stance ▲3/▼1/◆4

来源: X 8

时态: fresh:7 · stale:1

标签: 好信源:5 · 好观点:3 · 好数字:3

2026-06-30 ⭐ · Sierra Gorda 扩产对运营单位成本影响
EXPANDED CAPACITY TO REDUCE OPERATING UNIT COSTS BY ~10%
tags: 好数字·好信源 · → daily
value: qty=~10% · direction=down
2026-06-30 · Sierra Gorda 第四磨矿线首产时间
FIRST PRODUCTION ANTICIPATED MID-FY30, FULL PRODUCTION IN FY31
tags: 好信源 · → daily
value: date=mid-FY30
2026-06-30 · 预期需求上升带来铝价竞争压力
South32's outgoing CEO Kerr expects higher Indonesian supply to challenge alumina prices over the next few years.
tags: 好观点 · → daily
value: direction=up · date=next few years

展开 1 条老旧 / 已过期

2026-06-08 [老旧] · 被上调目标价
Citigroup Increases South32 Target Price to 320p
tags: 好观点 · → daily
value: qty=320p · currency=GBp

2026-06-30 ⭐ · Sierra Gorda 产能扩张目标
CAPACITY TO EXPAND FROM ~48MTPA TO ~60MTPA AT USD 725M CAPITAL EXPENDITURE
tags: 好数字·好信源 · → daily
value: qty=~48MTPA to ~60MTPA · direction=up
2026-06-30 ⭐ · Sierra Gorda 第四磨矿线资本开支
AT USD 725M CAPITAL EXPENDITURE
tags: 好数字·好信源 · → daily
value: qty=USD 725M
2026-06-30 · 核准 Sierra Gorda 第四磨矿线项目
SOUTH32 APPROVES SIERRA GORDA FOURTH GRINDING LINE PROJECT
tags: 好信源 · → daily
2026-06-30 · 并购态度
M&A remains an option, provided deals are value-accretive.
tags: 好观点 · → daily