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,属全球最大优质露天赤铁矿之一,矿石品位超65%,利于钢铁产业低碳转型。项目采用合资模式,南北区块分别由赢联盟与宝武、力拓与中铝铁矿控股主导开发,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,形成一体化物流体系,由跨几内亚公司统筹管理基础设施,几政府持股15%。
西芒杜投产将重塑全球铁矿石供应格局,形成三足鼎立新局面。当前全球铁矿石市场由澳巴四大巨头(力拓、必和必拓、福德士河、淡水河谷)垄断...矿产能释放将经历渐进过程,预计2028年达1.2亿吨设计产能,跻身全球第五大铁矿石企业。
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