节点:中游(冶炼、中间品)位置:中游情绪:利好参考度:8/10


津巴布韦钢铁出口2025年呈现爆发式增长。据该国产销售公司(MMCZ)数据,当年钢铁出口销量达146314吨,实现销售收入9210万美元,出口额同比激增450%。此增长核心驱动因素为中国企业对鼎森-曼希泽钢铁厂的投资,以及当地废钢回收利用能力的提升。该钢铁厂中国母公司青山控股集团已宣布,将投入约8亿美元(约合55亿人民币),专项用于配套基础设施建设与一座高炉建造,助力其碳钢年产能从当前60万吨提升至120万吨

鼎森钢铁坐落于津巴布韦中部省武玛市附近,项目总投资6亿美元,拥有12600公顷铁矿权,远期规划...

鼎森钢铁项目规划涵盖采矿、选矿、炼铁、炼钢、轧钢及下游深加工全产业链。项目一期于2022年10月启动主体建设,设计年产棒材60万吨;2024年6月炼铁厂点火并达产,次月炼钢厂成功投产;2025年一季度螺纹钢实现下线。截至目前,项目已直接创造就业岗位2000个,间接带动就业6000人

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