节点:中游(冶炼、中间品)位置:中游情绪:中性参考度:2/10
德龙钢铁作为全球排名第11位的民营钢铁巨头,近年加速全球化战略,海外铁矿资源布局以几内亚西芒杜为核心,已构建长期稳定、高品位、低成本的原料保障体系,为旗下国内外钢铁产能筑牢“资源护城河”。
2025年6月26日,德龙钢铁与中国山东魏桥创业集团签署战略合作协议,围绕几内亚西芒杜铁矿开展深度合作。西芒杜铁矿为全球顶级高品位露天赤铁矿,总储量约44亿吨,品位65%+,是近年全球唯一可大规模放量的新增主力矿源。该项目由中国宝武、魏桥、韦立国际等组成的赢联盟主导开发,配套600公里铁路及深水港,具备亿吨级年外运能力。德龙依托魏桥在西芒杜的核心权益,锁定长期、稳定、优先的高品铁矿供应,实现“钢厂—矿山”直连,大幅缩减中间环节与成本。
德龙在海外已建成千万吨级钢铁产能,与西芒杜铁矿形成资源—冶炼高效联动。其中,印尼德信钢铁为700万吨/年产能,是中国在海外最大单体全流程钢铁项目,属“一带一路”重点工程,产品覆盖棒材、线材À..关税铁矿支撑,进一步放大资源优势。
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