节点:中游(冶炼、中间品)位置:中游情绪:中性参考度:2/10


全球业格局迎来重大变革。6月24日,英美资源集团与智利国家业公司正式达成里程碑式合作协议,双方将整合毗邻的Los Bronces与Andina两大矿山开发计划,共同打造圣地亚哥东北部全新巨型铜矿区。此项合作无需新建矿山,预计21年内释放至少50亿美元价值,新增270万吨铜产量,年均增产约12万吨,双方各占50%份额,且资本投入极为有限。

这一合作模式凸显全球大型矿企通过协同开发而非高成本绿地项目最大化现有资产产出的新趋势。英美资源首席执行官Duncan Wanblad强调,项目下一个重要里程碑是及时获得环境许可,确保新增产量与价值如期交付,惠及所有利益...

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