节点:中游(冶炼、中间品)位置:中游情绪:中性参考度:2/10
2025年11月11日,几内亚西芒杜铁矿正式投产,总投资超200亿美元,设计年产能1.2亿吨,为非洲最大绿地矿山及基础设施一体化项目。该矿探明储量44亿吨,矿石品位65%以上,属全球顶级优质赤铁矿,2028年达设计产能后将跻身全球第五大铁矿石企业,高品位特性助力钢铁产业低碳转型。
西芒杜分南北区块采用合资模式,北部由赢联盟(韦立国际、宏桥集团等)与中国宝武主导,南部由力拓与中铝铁矿控股(中铝、宝武资源、铁建、港湾联合体)组建的SimFer开发。中资合计持股超50%,协同参与度显著。配套600公里马西铁路连接矿区与马瑞巴亚港,跨几内亚公司(几政府持股15%,南北区块各42....
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