节点：中游（冶炼、中间品）位置：中游情绪：中性参考度：2/10
智利国家铜业公司（Codelco）与瑞士矿业巨头嘉能可签署谅解备忘录，共同推进智利境内新铜冶炼厂项目。根据协议，Codelco将每年向嘉能可供应最高80万吨铜精矿，嘉能可则主导该项目全流程开发，涵盖工厂设计、融资、建设及后续运营维护。该冶炼厂预计每年可按严格环保标准处理150万干公吨物料，Codelco明确不直接参与工厂建设或投资。
嘉能可将启动可行性预研工作，双方计划于2024年上半年达成最终合作协议。若项目获得批准，将于2030年开工建设，并预计在2032至2033年间投入运营。嘉能可是通过公开招标程序..采矿业持续大额投资，期待与Codelco建立长期稳定合作关系。
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