紫金礦業(02899.HK):剛果(金)卡莫阿-卡庫拉銅礦二期工程提前投產
格隆匯3月23日丨紫金礦業(02899.HK)發佈公吿,紫金礦業與加拿大艾芬豪礦業公司及剛果(金)政府合作的卡莫阿銅業有限公司下屬卡莫阿-卡庫拉(Kamoa-Kakula)銅礦二期工程年處理380萬噸礦石的選廠已於近日啟動帶料試車,比原計劃提前約4個月建成投產。受益於一期工程的建設和運營經驗,二期工程歷時18個月建成投產,比一期工程縮短6個月,一期工程投產後僅3個月即實現達產達標,二期工程達產達標預期將更加順利。
截至2022年2月底,卡莫阿-卡庫拉銅礦的地表堆場已儲備約460萬噸礦石,平均銅品位約4.58%,充足的礦石儲備加上井下采出的高品位礦石,將為一期和二期生產提供穩定的供礦條件。2022年卡莫阿-卡庫拉銅礦計劃產銅29-34萬噸,由於二期工程提前投產,預計2022年產量將達到年度計劃的上限。卡莫阿-卡庫拉銅礦擁有銅資源量4,359萬噸,平均品位2.53%。項目公司目前進行的是南部卡庫拉銅礦的建設,二期工程投產後,計劃通過一年的技改,將原設計採選規模760萬噸/年的產能提高到920萬噸/年,實現年產銅超過45萬噸,成為全球第四大產銅礦山。
公司正在全力推動三期工程的前期工作,爭取卡莫阿-卡庫拉銅礦總採選規模達到1900萬噸,最高年產銅達80多萬噸,成為全球第二大產銅礦山。公司和艾芬豪礦業為卡莫阿銅業並列第一大股東,公司同時是艾芬豪礦業第二大股東(持股約13.7%),實益持有卡莫阿銅業約45%股權,是最大的實益股東。
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