???????????????,??????????????????????,?????????????,????(???Phelps Dodge?BHP Billiton?Rio Tinto?Grupo Mexico)??????,???????????? - PowerPoint PPT Presentation

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Title:

???????????????,??????????????????????,?????????????,????(???Phelps Dodge?BHP Billiton?Rio Tinto?Grupo Mexico)??????,????????????

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Title: Author: wang Last modified by: yang Created Date: 2/22/2005 7:08:27 AM Document presentation format: – PowerPoint PPT presentation

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Tags: bhp | billiton | dodge | grupo | mexico | phelps | rio | tinto

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Title: ???????????????,??????????????????????,?????????????,????(???Phelps Dodge?BHP Billiton?Rio Tinto?Grupo Mexico)??????,????????????


1
??????????
  • ?????????????
  • ???

2
  • 2004??????????
  • ??????????
  • 2005????????
  • 2005?????

3
2004??????????
  • ??
  • ??
  • ??
  • ??
  • ??

4
? ?
  • 2004??????????116?,??????????????????????????
    ,2004????????47.8??,??????78.9?
  • ????192?,????168??/?,????240??/???????????????????
    ?????????,??????????????,??????????????????

5
????
???????????
  • 2004?????????60.7??,?2003????7.14
  • ????206.1??,??14.88
  • ????416.5??,??15.67

6
?????????????
7
?????(?10???????)
76
54
28
8
??
  • 2004?????????330??,??11.9

2004?????????
9
????????????
???????????????????
10
?????????
  • 2004???116???????????????(??)69.97??,?2003???72.9
    ??????69.74??,?2003???67.3??????8.63??,?2003??2
    .67??????223.0??????2003??3.78???10.0?
  • 2004???192?????????????????774.11??,?2003???60.0
    ??????24.83??,?2003???273.8?
  • 2004??????????????????,?????????????

11
???????
  • 2004?74?????????127.23???,????50.5
  • ???21.43???,????122.6
  • ?????2003??74.91??????105.80???,??????????????83.9
    7?

2004??????????
??? ??? ??
47 30 23
12
??????????
  • 2004?,???????288??,?????7.91
  • ?????396??,??25.17

13
?????? ????
  • 2004?,??????120??,?????11.6
  • ????12.4??,??92.4
  • ????107.6??,??16.7

14
??????????
????
15
2004??????????
2004???????1589??,??4.5
16
?????????????
????????,2004????????????8??,?????????????
17
?????????????
18
2004????????(??)??????
2004??????????1676??,??8.8
19
?????????
  • ?????????????
  • ???????????????????
  • ??????????????????
  • ??????,???????
  • ??????,????????

20
?????????????
  • ???????????????????????????????
    ,1990???????????????????????30.5 ,?2004????50??
  • ????????????,????????1990??159????2004??113??
  • ?????????,??????????????????,2002???116.3??,??????
    ???,2004???80??
  • ????????????????????????????????,????????????

21
???????????????????
  • ???????????????,??????????????????????,???????????
    ??,????(???Phelps Dodge?BHP Billiton?Rio
    Tinto?Grupo Mexico)??????,????????????
  • ????????????????????????????,??????,Phelps
    Dodge?Rio Tinto?BHP Billiton????????????????????

22
??????????????????
  • ????????????????,???????????????,?????????????????
    ?,????????????????
  • ????????????,????????????????????,????????????????
    ??????????????,??????????????
  • ??,???????????????,???????????????????????????????
    ??????,??????

23
??????,???????
  • LG??????? LG-Nikko
  • ????????H K
  • PD??Cyprus Amax
  • Grupo Mexico??Asarco

1999?
  • BHP?Billiton??

2001?
2002?
  • ????????Disputada(25??)

2004?
  • Codelco??Enami???Ventanas???

????????WMC??????????
24
??????,????????
  • ?????,???????????????????(SX-EW)
  • 1994-2004??,???????????220,????????????44???????
    ?????8.8???20??
  • ??????????
  • ????????????
  • ??????,???,?????
  • ?????????????????
  • ????45??/?(1000??/?)
  • ????70-75??/?(1550-1650??/?)

25
2005????????
  • ??????
  • ??????

26
??????????
2004 2005
??? ??? ???
Escondida 15.8 12.6
Sossego 9.0 8.0
El Teniente 9.0 4.4
Chino 5.0 2.9
Robinson 1.0 5.6
Grasberg -18.4 26.3
Nifty 0 2.5
??????? 1.0 3.6
?? 22.4 65.9
???? 88.5 104.8
SX-EW 4.0 15.2
?????
27
??????????
??? ???? 2004 2005
Tuticorin Sterlite 9.2 2.8
Dahej Indo Gulf 1.0 5.0
Rayong ?????? 4.0 10.5
Khatoon-Abad NICICO 1.5 2.5
Toyo ?????? -1.1 1.1
Altonorte Codelco 7.5 4.2
???????? ???????? 23.3 22.7
? ? 45.4 48.8
???? ???? 78.8 99.2
28
2005?????????????
2004? 2005??? 2005???
??? 206.1 235.0 28.9
?? 41.5 45.0 3.5
?? 37.1 40.0 2.9
?? 22.5 28.0 5.5
?? 14.8 17.0 2.2
?? 13.1 17.0 3.9
?? 6.3 7.7 1.4
?? 6.1 6.5 0.4
?? 4.2 6.0 1.8
?? 4.9 6.0 1.1
?? 150.5 173.2 22.7
29
  • 2005???????????
  • ????
  • ???????????,?????

30
??????????
31
  • ????????????????????????????????,??2005?????????20
    04???8??
  • ??,????????????????????,???????????

32
?????2005??????
?? ??? ???? ?? ?? ??? ???? ??
?? ??? (?) ?? ?? ??? (?) ??
1? ????? 21 500 4? Glogow II 60 210
1? Altonorte 21 290 5? Ronnskar 9 240
1? Caletones 28 490 5? ???? 30 100
1? Hayden 46 210 5? Dahej 25 260
2? Rayong 20 165 5? ?? 30 270
2? Ventanas 21 150 5? ?? 38 300
3? ???? 45 150 5? Ventanas 25 150
3? ???? 21 200 Harjavalta 21 170
3? ????????? 15 210 Paipote 21 95
3? ????????? 15 210 Pirdop 21 220
3? Poterillos 21 210 8? ?? 15 100
3/4? Hibi 10 230 10? ??? 7 290
3/4? Ilo 22 330 10/11? Chagres 15 162
3/4? ?? 30 440 11? ??? 25 470
??????/?
33
??
  • ???????????????????????,??2005???????????????4??

34
????????(??)04/05???????
35
????????????????
  • ?2001??2002??2003???????2140????2337????3111??????
    ???,2004???????????????6110???,??5100????2005?????
    ?7000???,??2004?,????????????????????
  • ??2005????????????,??????????????????,??????2005??
    ???????????2004?,??????9.1,??????????360?????

36
2005??????????????
  • ???????????????????,??2005??????????????????,?????
    ?????????,?????????????

37
?????
2003 2004 2005e
???? ? ? 1520.2 1587.9 1720.0
???? ??? 1540.3 1675.5 1743.0
???? ???? -20.1 -87.6 -22.1
???? ??? 312.9 314.3 360.0
???? ??? 295.0 330.0 360.0
???? ???? 17.9 -15.7 0
38
????
  • ?????????????????,2005?????2004???????????????????
    ??,???????????,?????????????????????,????????,????
    ??????,?????????????,????????????????????????
  • ??,2005?LME??????????2800??/?,?2004??2865??/???2.2
    7???????????????,?????????????,??2005??????????20
    04????????,????????????10??,SHFE????2005????????28
    000?/?,?2004??27554?/??1.62?

39
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