淮北礦業(600985.SH):擬投資96.67億元建陶忽圖煤礦項目
格隆匯7月19日丨淮北礦業(600985.SH)公佈,為加大公司煤炭資源儲備,增強公司煤炭主業發展後勁,公司擬以下屬子公司鄂爾多斯市成達礦業有限公司(“成達礦業”)作為項目實施主體,投資建設陶忽圖煤礦項目。陶忽圖煤礦煤質為優質動力煤,礦井設計產能800萬噸/年,資源儲量14.29億噸(依據2021年9月8日內蒙古自治區自然資源廳劃定礦區範圍批覆確定),項目預計總投資為96.67億元。
效益分析:以鄂爾多斯地區2018-2021年市場煤價為參照,經估算綜合煤價約為355元/噸(不含税價);預計項目達產後年實現銷售收入約28.4億元,利潤總額約10.4億元。
陶忽圖煤礦資源豐富,煤質優良,開發條件較好,具備建設安全高效智能大型現代化礦井的條件,投資建設陶忽圖煤礦項目,有利於加大公司煤炭資源儲備,增強公司煤炭主業發展後勁,符合公司煤炭主業可持續發展戰略。項目建成投產後將為公司創造新的利潤增長點,符合公司及全體股東利益。
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