节点：上游（原材料/资源端）位置：上游情绪：利好参考度：4/10
2026年1月17日，中国宝武马迹山港迎来首船近20万吨西芒杜铁矿石，货轮“WINNING YOUTH”从几内亚马瑞巴亚港出发，历经46天10958海里航行靠泊。此举标志着西芒杜铁矿项目“矿山-铁路-港口-运输”全程供应链一体化通道全面贯通，将大幅提升铁矿石供应能力，为全球铁矿石市场注入新动能，对宝武及中国钢铁企业原料保障具有重要战略意义。
西芒杜铁矿项目于2025年11月全线建成，达产后年供应1.2亿吨高品质铁矿石。宝武资源正推动产能爬坡，同步精准匹配矿山产能、铁路运力、港口装卸能力与海运船期，提升整体协同效率，强化海外铁矿石直供能力。聚焦“三池三港”（...钢厂，同时健全服务体系，完善海外营销网络，提升全球服务能力。
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