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玉龍股份(601028.SH):金礦的下一步併購重點應該在國外
格隆匯 07-13 10:46

格隆匯7月13日丨有投資者向玉龍股份(601028.SH)提問:礦產資源方面,貴公司目前拓展較多,有金礦、釩礦、硅石礦、石墨礦等,請問目前是否有明確的拓展方向?

玉龍股份回覆:縱觀整個業務佈局,國內金礦方面,從過去兩年多公司團隊大量的考察篩選結果可以看出:品位好、規模大、回收率高、具有采礦證的金礦資源較少,且併購難度較大;因此,金礦的下一步併購重點應該在國外,未來在澳洲、非洲、中亞可能會有這方面的發力。

新能源礦產方面,目前主要是釩礦,往年我國五氧化二釩的產量大概約13萬噸左右;而公司釩礦的兩期規劃預計產量為1萬噸左右,靜態看將達到全國市場份額的8%左右。首先,在不考慮釩礦在儲能領域應用情況下,?五氧化二釩在當前整個市場供應中穩中有升,能夠提供一定的利潤空間。其次,如果考慮儲能應用市場,目前正處於需求擴張期,公司對下游的全釩液流電池做了深入調研,考察了國內外等掌握先進技術的企業,並於2022年與大連融科簽署了戰略合作協議;如果條件具備將考慮產業鏈下游的合作。

新材料礦產方面,投資了遼陽硅石礦,相對投資時間短,投資回收快;公司將把硅石礦作為獲取東北戰略資源的一個支點,強化主業資源配置。

從投資者角度看,可能認為公司涉及的礦產領域較多,但從上市公司角度出發,當前最重要的是藉助這個平台圈入優質的目標資源之後,下一階段再考慮就哪類細分領域進行側重發展。

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