节点:中游(冶炼、中间品)位置:中游情绪:中性参考度:2/10


蒙古矿业公司近期公布了截至2025年9月30日季度的未经审计运营更新。该公司作为蒙古最大的国际上市民营矿业企业,业务重点与运营皆在蒙古。集团通过整合多元业务组合,对焦煤(冶金煤)、黄金、及其他有色金属矿产资源进行开发与运营,这些资源主要分布于蒙古南部和西部地区。

焦煤(冶金煤)业务

据公司声明,集团全资子公司Energy Resources LLC(ER)运营Ukhaa Khudag(UHG)焦煤矿;集团控股多数股权的子公司Khangad Exploration LLC(KEX)运营Baruun Naran(BN)焦煤矿,两座煤矿均位于蒙古南戈壁省。集团是蒙古最大的炼焦精煤生产及出口企业。

在2025年第三季度,集团运营子公司ER及KEX共售出230.32万吨炼焦精煤产品,较上一季度环比增长32%,较2024年同期同比增长13%。报告期内,集团UHG和BN矿的原煤产量为360.43万吨,较上一季度环比增...

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