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川發龍蟒(002312.SZ):擬參與競拍重鋼礦業49%股權

格隆匯7月20日丨川發龍蟒(002312.SZ)公佈,公司根據“稀缺資源+技術創新+產業鏈整合”發展戰略,打造“硫-磷-鈦-鐵-鋰-鈣”多資源綠色低碳產業鏈,擬通過公開摘牌的方式獲取重慶渝富控股集團有限公司(“渝富集團”)持有的重慶鋼鐵集團礦業有限公司(“重鋼礦業”)49%股權,間接獲得其控股子公司重鋼西昌礦業有限公司(“重鋼西昌”)旗下太和鐵礦釩鈦磁鐵礦資源權益。

此次交易標的掛牌底價為人民幣168257.8萬元,公司已於2022年7月20日繳納保證金人民幣2億元,後續尚需根據競拍情況簽署出讓合同、辦理股權變更登記等事項,且交易標的原股東尚未明確放棄優先認購權,此次交易存在一定的不確定性,請投資者注意投資風險。

公吿顯示,重鋼礦業目前核心資產為重鋼西昌旗下的太和鐵礦,重鋼西昌主要從事釩鈦資源綜合開發與利用。太和鐵礦位於四川省涼山州西昌市太和鎮是國內鐵礦山中地理位置最優越的礦區之一,目前正在開採的太和釩鈦磁鐵礦是涼山州的優勢礦種,該礦體單一、資源集中且規模巨大,開發、開採條件較優。太和釩鈦磁鐵礦自1988年開採以來採用露天開採,其生產規模從建成時採選70萬噸/年逐年擴大,目前開採規模已達300萬噸/年,選礦規模達800萬噸/年,其現有釩鈦磁鐵礦儲量1億噸且該礦深部及周邊礦權儲量豐富,同時正在辦理1000萬噸/年生產規模的採礦許可證。

太和鐵礦2019年至2021年礦產品產量:鐵精礦分別為205.38萬噸、164.77萬噸、177.68萬噸;鈦精礦分別為44.77萬噸、35.27萬噸、46.01萬噸。

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