北方稀土(600111.SH):擬與包鋼股份簽訂2023年度稀土精礦供應合同
格隆匯3月14日丨北方稀土(600111.SH)公佈,為滿足公司生產所需稀土精礦原料需求,公司擬與關聯方包鋼股份簽訂2023年度《稀土精礦供應合同》並預計2023年度稀土精礦日常關聯交易總金額。
按照相關公式及2022年第四季度稀土氧化物價格計算,並經雙方協商,2023年第一季度稀土精礦交易價格為不含税35313元/噸(乾量,REO=50%),REO每增減1%、不含税價格增減706.26元/噸。
2023年,公司根據生產計劃向包鋼股份採購稀土精礦預計為32萬噸(乾量,REO=50%)。
2023年,稀土精礦關聯交易總金額預計不超過人民幣150億元(含税)。
雙方約定,自2023年4月1日起,在相關定價公式不變的情況下,每季度首月上旬,公司經理層根據上述定價公式計算、調整稀土精礦價格,重新簽訂稀土精礦供應合同或補充協議並公吿。
公司向包鋼股份採購稀土精礦,是滿足公司生產經營所需原料需求的必要保障,能夠鞏固提升公司稀土原料資源擁有量,為公司做優做強做大推動高質量發展提供原料支持,符合公司及股東整體利益。
公司將遵循發展戰略規劃,增強發展優勢,深化“四降兩提”,創新營銷模式,加大營銷力度,進一步加大成本管控、管理提升及改革創新力度,對標先進企業不斷提升工藝、技術、管理等各環節指標,加快推進基建技改等擴產增效重點項目建設,發揮總量控制指標優勢,實現經營目標。公司還將加大對外投資及合資合作等資本運作力度,以所屬磁性材料板塊整合重組為試點和突破,實施“專業化整合、產業化經營”,提升全產業鏈高質量發展水平,在生產經營管理各環節多措並舉、統籌施策,處理好稀土精礦價格波動對公司經營業績的影響,統籌施策不斷推動公司高質量發展,為股東等相關方創造更大價值。
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