廈門鎢業(600549.SH):公司不斷深化海外佈局,圍繞生產與銷售等環節積極開拓海外市場
格隆匯12月29日丨廈門鎢業(600549.SH)接受特定對象調研時表示,公司不斷深化海外佈局,圍繞生產與銷售等環節積極開拓海外市場。鎢鉬業務方面,公司在泰國投資了泰國金鷺硬質合金生產基地二期項目,計劃投資 3.88 億元,建設年產3000 噸鎢粉生產線,1200 噸混合料生產線,搬遷現有 800 噸硬質合金生產線並擴產至1000 噸,目前處於勘察設計階段,預計 2025 年下半年建設完成。在韓國,公司投資了廈鎢氧化鎢生產基地項目,計劃投資 0.81 億元,目前正在進行前期準備工作,預計 2024年建設完成。稀土業務方面,公司與赤峯黃金合資設立參股子公司上海赤金廈鎢資源開發有限公司,專注於開發老撾稀土資源,並作為雙方未來在老撾運營稀土資源開發的唯一平台,目前正在進行前期的勘探和申請證照等相關準備工作。能源新材料業務方面,公司能源新材料板塊以歐洲作為全球化佈局的第一站,提供歐洲本土化供應的能力。公司權屬公司歐洲廈鎢新能分別與 Orano CAM 和 Orano PCAM 就在法國共同出資設立電池正極材料合資公司和前驅體合資公司事項簽署了合資協議。同時公司硬質合金及刀具業務建立了遍及全球的營銷網絡,專業的銷售服務團隊及技術服務團隊,業務輻射歐、美、亞等超過 40 個國家和地區,服務用户超過 3000 家。
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