紫金矿业(02899.HK)：巴新政府决定不批准波格拉金矿特别采矿权延期申请
格隆汇4月27日丨紫金矿业(02899.HK)发布公告，公司和巴理克黄金公司(Barrick Gold Corporation)在巴布亚新几内亚(以下简称“巴新”)的合资公司巴理克(新几内亚)有限公司(以下简称“BNL”，公司和巴理克黄金分别持有50%股权)持有巴新恩加省波格拉金矿(Porgera)项目95%权益。
波格拉金矿的采矿权已于2019年8月到期，根据巴新国家法院判决，波格拉金矿仍可以继续生产，直到巴新政府作出采矿权延期的决策时为止。巴新政府于2020年4月24日发布新闻，决定不批准波格拉金矿特别采矿权延期申请。巴新政府表示将组成国家谈判团队，就后续事宜进行协商。
BNL认为巴新政府做出不授予波格拉金矿采矿权延期的决定没有经过正当程序并且违反了巴新政府对BNL的法律义务，而且矿山所在区域的绝大多数民众和土地主支持采矿权证延期。BNL表示，愿意与总理、中央政府、省政府和土地主就矿权延期事宜进行谈判，要求政府重新考虑其不授予矿权延期的决定，并争取形成新的合作方案。如谈判不成，BNL将会利用一切法律手段维护权利，并要求政府对合资公司因此造成的损失进行赔偿。
根据波格拉项目的矿山开发合同，BNL仍拥有波格拉金矿矿山设备和设施的所有权。作为BNL股东方，巴理克黄金已公告声明不接受巴新政府以收购资产为目的的谈判。公司认为，波格拉金矿是巴新政府和恩加省的重要经济来源，对国家和省政府、土地主及社区就业有重要影响，实现矿山稳定持续经营，符合各方利益，公司在兼顾各方利益的同时，将积极寻求合法、合理的解决方案。若多方不能达成新的协议，矿山长时间停产对所有关联方都将造成损失。
公司于2015年出资2.98亿美元(1亿美元为股权，1.98亿美元为债权)收购BNL50%的权益，每年按权益归属公司的黄金产量约为8吨。截至目前，公司已收回该项目的全部投资成本。
波格拉金矿的停产对公司黄金产量将产生较大影响，公司将加快陇南紫金等在产黄金矿山的技改建设力度，争取2020年矿产金产量与2019年持平。随着公司现有黄金增量项目产能释放，预计公司未来黄金产量仍可以保持良好增长。同时公司将继续关注市场机会，适时开展对在产黄金矿山的并购，进一步提升公司黄金产量。
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