紫金礦業(02899.HK):剛果(金)卡莫阿—卡庫拉銅礦暫停部份井下采礦
格隆匯5月23日丨紫金礦業(02899.HK)公吿,近日,公司旗下卡莫阿—卡庫拉銅礦的卡庫拉礦段接連發生多次礦震,在該礦的東區發生多處冒頂片幫,震因不明。經卡莫阿銅業有限公司管理層決定,該區域的井下作業已暫停,相關人員和部份設備已從井下工作面撤離,截至目前未發生傷亡情況。
公司高度重視此次礦震事件,已組織內部專家團隊趕赴現場,會同卡莫阿銅業管理層和技術團隊,必要時聘請外部第三方專家團隊,重點將圍繞前期採礦方法、充填方案、水文治理措施和全生命週期排產等進行重新論證和評估,對礦震原因進行全面系統調查,並研究制定管理和技術層面的整改提升方案。
受礦震影響,卡莫阿—卡庫拉銅礦一期和二期選廠將暫時以較低的產能運行,處理來自地表礦堆的礦石,截至2025年4月30日,地表堆存約380萬噸礦石,平均銅品位約3.2%。卡莫阿—卡庫拉銅礦三期選廠以及卡莫阿礦段內的地下礦山開採活動未受到影響。
卡莫阿—卡庫拉銅礦2024年實現礦產銅43.7萬噸,2025年計劃礦產銅52萬噸~58萬噸,公司持有該項目權益為44.45%(含公司持有艾芬豪礦業股權對應的權益)。本次礦震預計將會對卡莫阿—卡庫拉銅礦年度計劃產量的實現產生不利影響,具體影響程度需根據調查結果進一步評估,公司將在定期報吿或臨時公吿中適時提供信息更新。
卡莫阿銅業為公司合營公司,2024年度卡莫阿—卡庫拉銅礦對公司歸母淨利潤的貢獻為人民幣17.2億元,約佔公司2024年度歸母淨利潤的5.37%。
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