重大事件
外國發行人報告
6-K
2026-07-16
布埃納文圖拉開採公布2026年第二季黃金白銀產量及價格,上調Yumpag白銀指引
AI 繁中摘要
📄 **申報類型**:6-K(外國發行人報告,2026年7月)
**重點事件**:秘魯最大上市貴金屬礦業公司 Buenaventura(紐交所:BVN)公佈 2026 年第二季度(截至 6 月 30 日)生產及銷量數據。
**關鍵數字(2026 年第二季度 vs 上半年)**:
- **黃金**:直接營運產量 30,543 盎司(Q2),上半年 60,547 盎司;含聯營公司(Coimolache)總產量 37,266 盎司(Q2),上半年 75,062 盎司。
- **白銀**:直接營運產量 3,624,514 盎司(Q2),上半年 7,520,650 盎司;含聯營公司總產量 3,523,749 盎司(Q2),上半年 7,233,076 盎司。
- **銅**:El Brocal 貢獻直接營運產量 13,430 噸(Q2),上半年 24,241 噸。
- **鉛**:直接營運產量 3,642 噸(Q2),上半年 8,136 噸。
- **鋅**:直接營運產量 7,360 噸(Q2),上半年 14,740 噸。
**平均實現價格(Q2)**:
- 黃金:4,342 美元/盎司
- 白銀:89.52 美元/盎司
- 銅:14,029 美元/噸
- 鉛:1,852 美元/噸
- 鋅:3,451 美元/噸
**管理層展望及指引更新**:
- **Yumpag**(白銀):Q2 產量因品位高於預期超出目標,2026 年指引上調 ✅;季後獲准將日處理量由 1,000 噸提升至 1,200 噸 📈。
- **San Gabriel**(金):仍處於爬坡階段,受尾礦處理限制影響,加工量受壓;2026 年指引因尾礦及冶金回收率問題而下調 ⚠️。
- **Orcopampa**(金):Q2 因礦石處理量略超預期,2026 年指引上調,反映開發區域品位較高。
- **Tambomayo**(金、銀、鉛、鋅):白銀產量超預期,受惠於勘探成果及商品價格環境,2026 年指引上調。
- **Uchucchacua、El Brocal、Coimolache、Julcani、La Zanja**:Q2 產量符合預期,2026 年指引維持不變。
**對投資者的潛在影響**:
- **短期波動**:San Gabriel 的尾礦瓶頸及指引下調可能令市場對該項目進度存疑,但管理層正優化運營。
- **增長亮點**:Yumpag 白銀產能擴張及 Tambomayo 上調指引,反映 Buenaventura 在貴金屬和基本金屬組合中的潛在價值。
- **銅業務穩定**:El Brocal 銅產量符合預期,加上持有 Cerro Verde 19.58% 權益,銅價高企對集團盈利有正面作用。
展開英文正文
6-K 1 tm2620693d1_6k.htm FORM 6-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 6-K Report of Foreign Issuer Pursuant to Rule 13a-16 or 15d-16 of the Securities Exchange Act of 1934 For the month of July 2026 Commission File Number: 001-14370 COMPANIA DE MINAS BUENAVENTURA S.A.A. (Exact name of registrant as specified in its charter) BUENAVENTURA MINING COMPANY INC. (Translation of registrant’s name into English) AV. BEGONIAS NO. 415, 19TH FLOOR, SAN ISIDRO, LIMA, PERU (Address of principal executive office) Indicate by check mark whether the registrant files or will file annual reports under cover of Form 20-F or Form 40-F: Form 20-F x Form 40-F ¨ Indicate by check mark if the registrant is submitting the Form 6-K in paper as permitted by Regulation S-T Rule 101(b)(1): Yes ¨ No x Indicate by check mark if the registrant is submitting the Form 6-K in paper as permitted by Regulation S-T Rule 101(b)(7): Yes ¨ No x Buenaventura Announces Second Quarter 2026 Results for Production and Volume Sold per Metal Lima, Peru, July 16, 2026 – Compañía de Minas Buenaventura S.A.A. (“Buenaventura” or “the Company”) (NYSE: BVN; Lima Stock Exchange: BUE.LM), Peru’s largest publicly-traded precious metals mining company, today announced 2Q26 results for production and volume sold. Production per Metal Three Months Ended June 30, 2026 Six Months Ended June 30, 2026 2026 Updated Guidance (1) Gold ounces produced El Brocal 61.43% 4,621 8,826 15.0k - 17.0k San Gabriel 100% 2,774 4,460 25.0k - 30.0k Julcani 100% 2,750 5,214 9.0k - 11.0k Orcopampa 100% 13,981 28,973 48.0k - 53.0k Tambomayo 100% 3,033 5,996 9.0k -11.0k La Zanja 100% 3,384 7,078 14.0k - 17.0k Total Direct Operations (2) 30,543 60,547 120.0k - 139.0k Coimolache 40.094% 21,214 44,694 90.0k - 100.0k Total incl. Associated Companies (3) 37,266 75,062 150.3k - 172.5k Silver ounces produced Uchucchacua 100% 527,892 1,122,003 2.5M - 2.8M Yumpag 100% 2,320,439 4,403,922 8.5M - 9.0M El Brocal 61.43% 370,538 978,289 1.5M - 1.7M San Gabriel 100% 1,487 2,328 - Julcani 100% 164,168 463,465 1.3M - 1.5M Orcopampa 100% 3,456 6,026 - Tambomayo 100% 226,044 520,369 0.9M - 1.1M La Zanja 100% 10,489 24,249 - Total Direct Operations (2) 3,624,514 7,520,650 14.7M - 16.1M Coimolache 40.094% 105,133 223,854 0.3M - 0.4M Total incl. Associated Companies (3) 3,523,749 7,233,076 14.2M - 15.6M Lead metric tons produced Uchucchacua 100% 3,276 7,038 17.0k - 19.0k Julcani 100% 79 294 - Tambomayo 100% 286 804 1.5k - 1.8k Total Direct Operations (2) 3,642 8,136 18.5k - 20.8k Zinc metric tons produced Uchucchacua 100% 7,018 13,986 27.0k - 30.0k Tambomayo 100% 342 754 1.6k - 1.8k Total Direct Operations (2) 7,360 14,740 28.6k - 31.8k Copper metric tons produced El Brocal 61.43% 13,430 24,241 48.0k - 53.0k Julcani 100% 45 132 - Total Direct Operations (2) 13,475 24,373 48.0k - 53.0k 1.2026 projections are considered to be forward-looking statements and represent management’s good faith estimates or expectations of future production results as of July 2026. 2.Considers 100% of Buenaventura’s operating units, 100% of La Zanja and 100% of El Brocal. 3.Considers 100% of Buenaventura’s operating units, 100% of La Zanja, 61.43% of El Brocal and 40.094% of Coimolache. 1 Volume Sold per Metal Three Months Ended June 30, 2026 Six Months Ended June 30, 2026 Gold ounces sold El Brocal 1,837 3,663 San Gabriel 3,203 3,203 Julcani 2,557 4,671 Orcopampa 14,083 29,054 Tambomayo 2,689 5,356 La Zanja 3,187 7,163 Total Direct Operations (1) 27,556 53,110 Coimolache 23,564 43,220 Total incl. Associated Companies (2) 33,092 65,823 Silver ounces sold Uchucchacua 652,397 1,191,200 Yumpag 2,105,206 4,106,131 El Brocal 275,261 763,795 San Gabriel 1,254 1,254 Julcani 128,651 380,884 Orcopampa 3,666 6,280 Tambomayo 203,195 461,751 La Zanja 15,001 33,933 Buenaventura Trading (3) 20,069 42,081 Total Direct Operations (1) 3,404,700 6,987,309 Coimolache 112,609 215,833 Total incl. Associated Companies (2) 3,342,427 6,777,995 Lead metric tons sold Uchucchacua 3,126 6,577 Yumpag 125 294 Julcani 45 209 Tambomayo 167 568 Total Direct Operations (1) 3,462 7,649 Zinc metric tons sold Uchucchacua 5,844 11,059 Tambomayo 229 555 Total Direct Operations (1) 6,074 11,614 Copper metric tons sold El Brocal 12,442 22,402 Julcani 9 8 Tambomayo 45 108 Buenaventura Trading (3) 2,135 4,383 Total Direct Operations (1) 14,632 26,901 1.Considers 100% of Buenaventura’s operating units, 100% of La Zanja, 100% of El Brocal and 100% of Buenaventura Trading. 2.Considers 100% of Buenaventura’s operating units, 100% of La Zanja, 100% of Buenaventura Trading, 61.43% of El Brocal and 40.094% of Coimolache. 3.Buenaventura Trading is the vehicle through which Buenaventura purchases copper concentrate from Freeport, produced at Cerro Verde — a company in which Buenaventura holds a 19.58% stake. The concentrate is then sold on the spot market via Buenaventura Trading. 2 Average realized prices(1)(2) Three Months Ended June 30, 2026 Six Months Ended June 30, 2026 Gold (US$/Oz) 4,342 4,599 Silver (US$/Oz) 89.52 94.53 Lead (US$/MT) 1,852 1,822 Zinc (US$/MT) 3,451 3,387 Copper (US$/MT) 14,029 13,877 1.Considers Buenaventura consolidated figures. 2.Realized prices include both provisional sales and final adjustments for price changes. Commentary on Operations Uchucchacua: ·2Q26 silver, lead and zinc production was in line with projections. ·2026 guidance remains unchanged. Yumpag: ·2Q26 silver production exceeded projections, driven by higher-than-expected grades. ·2026 guidance has been revised to reflect the stronger-than-expected grade profile. ·After quarter’s end, in 3Q26, the Company received approval to increase the mining rate to 1,200 from 1,000 tonnes per day. El Brocal: ·2Q26 copper, silver and gold production was in line with projections. ·2026 guidance remains unchanged. San Gabriel: ·San Gabriel continued its ramp-up during 2Q26, with operating parameters undergoing further optimization. During the quarter, processed tonnage was constrained by tailings-management challenges, particularly at the tailings filtration plant. Initiatives to improve metallurgical recoveries are ongoing. ·2026 production guidance has been revised to reflect tailings-management constraints and current metallurgical recovery rates. ·The Company began recording sales volumes in 2Q26. Coimolache: ·2Q26 gold and silver production was in line with expectations. ·2026 guidance remains unchanged. 3 Julcani: ·Silver and gold production in 2Q26 was in line with projections. ·2026 guidance remains unchanged. Orcopampa: ·2Q26 gold production slightly exceeded projections, primarily due to higher ore throughput. ·2026 guidance has been revised to reflect higher grades in areas currently under development. Tambomayo: ·2Q26 gold, lead and zinc production was in line with projections. ·2Q26 silver production exceeded projections, driven by higher-than-anticipated silver grades. ·2026 production guidance has been revised to reflect increased production volumes, supported by positive exploration results and the current commodity price environment. La Zanja: ·2Q26 gold production was in line with projections. ·2026 guidance remains unchanged. 4 Company Description Compañía de Minas Buenaventura S.A.A. is Peru’s largest, publicly traded precious and base metals Company and a major holder of mining rights in Peru. The Company is engaged in the exploration, mining development, processing and trade of gold, silver and other base metals via wholly-owned mines and through its participation in joint venture projects. Buenaventura currently operates several mines in Peru (Orcopampa*, Uchucchacua*, Julcani*, Tambomayo*, La Zanja*, San Gabriel*, El Brocal and Coimolache). The Company owns 19.58% of Sociedad Minera Cerro Verde, an important Peruvian copper producer (a partnership with Freeport-McMorRan Inc. and Sumitomo Corporation). (*) Operations wholly owned by Buenaventura. Note on Forward-Looking Statements This press release may contain forward-looking information (as defined in the U.S. Private Securities Litigation Reform Act of 1995) that involve risks and uncertainties, including those concerning Cerro Verde’s costs and expenses, results of exploration, the continued improving efficiency of operations, prevailing market prices of gold, silver, copper and other metals mined, the success of joint ventures, estimates of future explorations, development and production, subsidiaries’ plans for capital expenditures, estimates of reserves and Peruvian political, economic, social and legal developments. These forward-looking statements reflect the Company’s view with respect to Cerro Verde’s future financial performance. Actual results could differ materially from those projected in the forward-looking statements as a result of a variety of factors discussed elsewhere in this Press Release. 5 SIGNATURE Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized. COMPAÑÍA DE MINAS BUENAVENTURA S.A.A. Date: July 16, 2026 By: /s/ DANIEL DOMÍNGUEZ VERA Name: Daniel Domínguez Vera Title: Market Relations Officer