节点:中游(冶炼、中间品)位置:中游情绪:利好参考度:4/10


2026年3月24日,加拿大艾芬豪矿业宣布,其刚果(金)卡莫阿—卡库拉矿综合体生产的首批99.7%纯度铜阳极,经洛比托大西洋铁路走廊运抵安哥拉洛比托港,由德国奥鲁比斯集团采购后发往欧洲低碳精炼。该事件标志着洛比托走廊沉寂重建后首次实现高附加值关键矿产商业化出口,也体现美欧“全球基础设施和投资伙伴关系”“全球门户”计划在非洲的实质性落地。卡莫阿—卡库拉铜矿由艾芬豪、紫金矿业及刚果(金)政府共同开发,是全球高品位大型铜矿之一;运输由托克集团主导,从刚果(金)科卢韦齐无水港经铁路至洛比托港,过境时间压缩至7天,较传统公路运输(25-45天)大幅提升效率。艾芬豪已锁定2025年起每年12-24万吨运力,2025年货运量突破20万吨,规模效应显现。

洛比托走廊骨干为本吉拉铁路,1902年始建,1931年贯通,曾承担扎伊尔60%、赞比亚45%铜出口,1973年货运量达330万吨;1975年内战致铁路近乎瘫痪,中非铜带被迫Ɣ..

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