紫金礦業(601899.SH):剛果(金)卡莫阿-卡庫拉銅礦第一序列採選工程建成投產
格隆匯5月26日丨紫金礦業(601899.SH)公佈,公司與加拿大艾芬豪礦業公司(Ivanhoe Mines Ltd.,以下簡稱“艾芬豪礦業”)及剛果(金)政府合作的剛果(金)卡莫阿-卡庫拉(Kamoa-Kakula)銅礦項目一期工程第一序列年處理380萬噸礦石選廠提前投產,於2021年5月25日正式啟動銅精礦生產。
今年4月份,卡庫拉礦段採出35.7萬噸礦石,平均銅品位5.70%,其中12.1萬噸來自高品位採礦區域,品位達8.40%。截止4月底,地表原礦堆已儲備約300萬噸中高品位礦石,平均銅品位約4.74%。
5月20日,380萬噸/年選廠使用第一批礦石進行球磨機和其他選礦設備的帶料試車;5月25日起,銅品位約5%~6%的礦石直接從卡庫拉井下運輸至選廠進行處理。
根據前期全面詳實的選礦試驗得出的數據,第一序列選廠產出的高品質銅精礦品位約為57%(含砷極低),有關成本數據將在穩產後公佈。
根據年度生產計劃,卡莫阿-卡庫拉項目2021年預計生產銅精礦含銅金屬8-9.5萬噸。
卡莫阿-卡庫拉項目一期工程設計產能為年處理礦石量760萬噸,按兩序列各380萬噸/年分期建設,第一序列達產後預計年產銅金屬約20萬噸。第二序列建設目前正在快速推進中,預計於2022年第三季度建成投產。兩個序列達產後項目年產銅金屬約40萬噸。
基於目前銅價走勢,公司與艾芬豪礦業正在積極研究進一步擴產計劃,計劃通過開發坎索克(Kansoko)礦段、卡莫阿北(包括富礦帶)礦段和卡庫拉西礦段將礦石年處理能力從760萬噸提升至1140萬噸。
根據卡莫阿-卡庫拉整體開發初步經濟評估,項目將分階段擴產,最終年處理礦石量將達到1900萬噸。根據獨立研究機構公開信息,一旦項目擴大產能至1900萬噸/年,卡莫阿-卡庫拉將成為全球第二大銅礦山,峯值年將產銅金屬量超過80萬噸。
卡莫阿-卡庫拉銅礦致力於全面採用清潔能源,目前已獲得清潔、可再生的水電能源供應。根據加拿大專業機構Hatch Ltd.獨立審核,卡莫阿-卡庫拉銅礦將成為全球單位銅温室氣體排放量最低的礦山之一。
公司現持有艾芬豪礦業13.69%股權,公司和艾芬豪礦業分別持有卡莫阿-卡庫拉銅礦項目39.6%的權益,本公司在卡莫阿-卡庫拉銅礦的權益合計約為45%。
卡莫阿-卡庫拉銅礦的投產對公司礦產銅的增量將產生重要影響,進一步提升公司盈利水平,對公司未來五年(2+3)及2030年戰略目標的實現有着積極的意義。
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