节点：上游（原材料/资源端）位置：上游情绪：利好参考度：6/10


几内亚的西芒杜铁矿项目有望打破全球钢铁供应链格局。由中国牵头的财团目前掌控着这个230亿美元项目的大部分权益。西芒杜拥有超30亿吨高品位铁矿石，可与澳大利亚的皮尔巴拉地区相媲美。力拓仅持有少数股权，这标志着市场影响力正大幅向中国矿商转移。

新建的铁路和港口基础设施，使铁矿石能高效运往中国钢厂。分析师预计，高品位矿石的涌入将对全球价格形成下行压力。包括宝武在内的中国国有钢铁企业，有望借此获得经济与战略优势。该项目也彰显了几内亚将矿业收入转化为更广泛经济发展的雄心，政府计划将收益再投资于其他领域，以避免重蹈其他非洲国家“资源诅咒”的覆辙。

西芒..

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