节点:中游(冶炼、中间品)位置:中游情绪:利好参考度:6/10


12月8日,盛达金属资源股份有限公司(000603.SZ)宣布收购伊春金石业有限责任公司60%股权,其核心资产为黑龙江大兴安岭新林区460高地项目。该项目属大型斑岩型矿床,成矿背景良好,与紫金矿业多宝山业同处大兴安岭北段成矿带。经评审备案,资源储量可观,已探明铜金属量154万吨,估算探明+控制+推断资源量矿石总量10亿吨,折算当量铜390万吨。

460高地项目主矿体形态简单集中,开采技术条件较好,矿石易选,具备大规模低成本开发潜力,经济效益显著。矿区外围及深部仍有找矿前景,后续勘探推进有望进一步提升资源规模。在中国铜资源对外依存度超80%、海外供应不确定性增加的背景下,此次收购强化盛达资源国内铜...

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