节点:中游(冶炼、中间品)位置:中游情绪:利空参考度:4/10
加拿大伦丁矿业公司已通过智利子公司SCM Minera Lumina Copper向智利环境评估局提交环境许可申请,拟投资1.5亿美元对旗下Caserones铜钼矿进行基础设施优化升级,目标将矿山运营年限延长至2039年。本次升级聚焦运营效能提升,不改变矿山获批产能及淡水消耗量,是去年获批的运营调整计划下一阶段。近期铜价持续飙升创历史新高,伦敦铜价一度逼近每吨1.4万美元,供应短缺及新建矿山成本攀升背景下,行业倾向“并购优先于新建”策略,铜价上涨进一步推动并购热潮。
Caserones矿今年铜产量预期达12.7万至13.3万吨,与产能指引相符。升级方案维持2010年原始许可核定的运营年限、产能及物料处理规模,规划建设新建进场道路、淡水水库、两座备用ǡ..000万吨,扩建溶剂萃取-电积厂以延长运营周期。伦丁矿业目标跻身全球十大铜矿生产商,未来3至5年计划实现年铜产量50万吨、黄金产量约55万盎司的战略目标。
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