東方鋯業(002167.SZ)：重啟銘瑞鋯業Mindarie項目
格隆匯6月21日丨東方鋯業(002167.SZ)公佈，公司於2021年6月21日召開第七屆董事會第二十三次會議審議通過了《關於重啟銘瑞鋯業Mindarie項目的議案》。
澳大利亞銘瑞鋯業有限公司Mindarie項目(“銘瑞鋯業Mindarie項目”)；投資預算2000-2600萬澳元(摺合人民幣大約為9726萬元-12644萬元)。
項目背景：廣東東方鋯業科技股份有限公司於2009年進入澳大利亞礦業市場開始調研，在篩選了澳大利亞全部的鋯鈦資源後，鎖定了Australian Zircon NL(澳大利亞鋯業有限公司，AZC)的Mindarie（明達裏）項目。Mindarie項目於2006年投產，在2008年的國際金融風暴中停產。東方鋯業於2010年10月完成了對明達裏項目的收購，並於2011年初組建銘瑞鋯業團隊，開始對明達裏項目的重啟工作。2012年，鋯英砂的市場價格曾上漲至2500美元/噸，但時至2015年，鋯英砂價格下跌至900美元/噸，在完成Mindarie C礦脈的開採後，需要將初選廠移動至數公里外的Mercunda開採區域，公司根據當時的市場狀況，決定項目進入停產維護狀態。
銘瑞鋯業符合JORC (2012)標準的總資源量2.4億噸，平均品位3.1%；JORC標準儲量4800萬噸，平均品位3.7%。
銘瑞鋯業Mindarie項目基礎紮實。當前的礦權覆蓋下，還有6條礦帶可供開採。以年產重礦物12.5萬噸來計算，剩餘可開採年限為7-10年。在當前市場行情下，銘瑞鋯業Mindarie項目重啟後，該項目的預計毛利率將滿足公司設置的項目重啟條件。
隨着國內外鋯英砂資源緊缺，現階段重啟該項目，有助於公司從澳大利亞獲得更多的鋯中礦資源，然後利用公司租賃的國富鋯鈦精選廠洗選鋯英砂(即不在澳大利亞進行鋯中礦洗選)。提升戰略資源儲備，擴大公司產品的經濟效益，同時有利於促進公司產業結構調整，滿足轉型升級和科技創新的大方向要求，提升公司企業核心競爭力，打造良好品牌形象。
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