节点：中游（冶炼、中间品）位置：中游情绪：中性参考度：2/10
6月4日，几内亚SimFer合资公司更新西芒杜铁矿项目进展，建设节点已转向矿山、铁路和港口体系的持续运行爬坡。截至2026年3月底，矿区整体完工率约74%，土方工程及永久性选矿设施按计划推进，矿石破碎与堆存工作持续进行。SimFer铁路支线已全面投入运营，全线调试于2026年第一季度完成。
港口建设进展快于计划，3月底完工率达78%，预计2027年第一季度进入调试阶段。发运方面，SimFer一季度发运铁矿石60万吨，4月在中国实现首批销售。当前矿石经70公里支线铁路接入横贯几内亚主铁路，再通过WCS港口发往国际客户；3台装船机已抵达Morebaya港，为后续港口装船体系建设及运力爬坡Ə..
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