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川發龍蟒(002312.SZ):德陽、襄陽基地配套有豐富的磷礦資源 累計資源儲量約1.3億噸
格隆匯 01-18 07:40

格隆匯1月18日丨川發龍蟒(002312.SZ)在接待機構投資者調研時表示,公司德陽、襄陽基地配套有豐富的磷礦資源,累計資源儲量約1.3億噸,待公司旗下天瑞礦業、白竹磷礦達產,綿竹板棚子磷礦復產並達產後,公司將具備年產410萬噸的磷礦生產能力,磷礦自給能力將顯著提高,經濟效益將進一步凸顯。其中,天瑞礦業磷礦儲量近0.9億噸,採礦設計產能為250萬噸/年,平均品位22%左右,洗選後磷精礦品位約29%-30%,2023年上半年磷礦產量56.07萬噸,主要供德陽基地使用,產能持續爬坡中,2023年1-6月天瑞礦業歸母淨利潤1.11億元;白竹磷礦採礦設計產能為100萬噸/年,2023年上半年磷礦產量26.99萬噸,主要供襄陽基地使用,產能持續爬坡中;綿竹板棚子磷礦生產規模為60萬噸/年,公司在保證安全環保的基礎上,積極推動復工復產工作,力爭2024年復產。

公司的控股股東方四川發展自身擁有豐富的磷礦、鋰礦、鐵礦、鉛鋅等稀缺資源。其中,間接控股老虎洞磷礦,礦區範圍內合計保有資源量約3.7億噸;全資持有小溝磷礦,磷礦石資源量約4億噸。公司作為控股股東方在先進材料板塊唯一的礦化運作上市公司平台,將繼續關注《推進磷資源高效高值利用實施方案》相關要求,密切研判後續行業發展趨勢,爭取磷礦獲取機會,助力夯實資源保障基礎能力。

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