A股異動 | 包鋼股份漲5% 稀土精礦上調37230元/噸 向關聯方包鋼礦業採購單洗蒙古焦煤
格隆匯10月26日丨包鋼股份(600010.SH)漲6.59%,報1.94元,總市值884億元。包鋼股份公吿,擬將供應北方稀土的稀土精礦價格調整為不含税37230元/噸(乾量,REO=50%),REO每增減1%,不含税價格增減744.6元/噸(乾量),從2022年7月1日起執行。稀土精礦2022年交易總量不超過23萬噸(乾量,折REO=50%)。公司和北方稀土同為包鋼集團之控股子公司。此次調整稀土精礦交易價格,對公司整體業績提升將產生積極影響。另外,包鋼股份於同日公吿,公司擬採購公司控股股東包鋼(集團)公司的全資子公司包鋼礦業單洗蒙古焦煤,每年交易數量不超過100萬噸。每月交易數量根據當月採購計劃確定,近期不含税價格約2300元/噸,具體價格根據競價結果確定。據悉,此次關聯交易有利於公司的煤炭採購的穩定和質量控制。

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