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必和必拓强化亚洲业务重心，押注铜与钾肥而非稀土

亚洲市场的坚实需求，彰显了这家矿业巨头对该地区的投入与承诺

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Mia Pei

Mia Pei

Published Tue, Oct 7, 2025 · 03:00 PM
    • 必和必拓首席商务官拉格纳·乌德 (Ragnar Udd) 视新加坡为开展商业运营的“绝佳地点”。
    • 必和必拓首席商务官拉格纳·乌德 (Ragnar Udd) 视新加坡为开展商业运营的“绝佳地点”。 图片来源：TAY CHU YI, 《商业时报》

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    [新加坡] 必和必拓 (BHP) 正在加倍押注亚洲，视其为全球大宗商品需求的重心。同时，公司将铜和钾肥作为其面向未来的核心大宗商品进行长期布局，而将稀土等规模较小的投资领域置于次要位置。

    这家澳大利亚矿业公司——按市值计算是全球最大的上市矿业公司——的首席商务官拉格纳·乌德 (Ragnar Udd) 表示，预计到2050年，亚洲人口将占全球一半以上，从而在城市化、脱碳化和数字化的大趋势下，成为需求增长的支柱。

    乌德在接受《商业时报》(The Business Times) 采访时表示：“目前，全球对铜的需求非常旺盛。”他补充说，作为一种关键的作物营养素，钾肥的需求也在飙升，尤其是在印度等快速增长的经济体。

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