紫金矿业(601899.SH)：刚果(金)卡莫阿-卡库拉铜矿第一序列采选工程建成投产
格隆汇5月26日丨紫金矿业(601899.SH)公布，公司与加拿大艾芬豪矿业公司(Ivanhoe Mines Ltd.,以下简称“艾芬豪矿业”)及刚果(金)政府合作的刚果(金)卡莫阿-卡库拉(Kamoa-Kakula)铜矿项目一期工程第一序列年处理380万吨矿石选厂提前投产，于2021年5月25日正式启动铜精矿生产。
今年4月份，卡库拉矿段采出35.7万吨矿石，平均铜品位5.70%，其中12.1万吨来自高品位采矿区域，品位达8.40%。截止4月底，地表原矿堆已储备约300万吨中高品位矿石，平均铜品位约4.74%。
5月20日，380万吨/年选厂使用第一批矿石进行球磨机和其他选矿设备的带料试车；5月25日起，铜品位约5%～6%的矿石直接从卡库拉井下运输至选厂进行处理。
根据前期全面详实的选矿试验得出的数据，第一序列选厂产出的高品质铜精矿品位约为57%(含砷极低)，有关成本数据将在稳产后公布。
根据年度生产计划，卡莫阿-卡库拉项目2021年预计生产铜精矿含铜金属8-9.5万吨。
卡莫阿-卡库拉项目一期工程设计产能为年处理矿石量760万吨，按两序列各380万吨/年分期建设，第一序列达产后预计年产铜金属约20万吨。第二序列建设目前正在快速推进中，预计于2022年第三季度建成投产。两个序列达产后项目年产铜金属约40万吨。
基于目前铜价走势，公司与艾芬豪矿业正在积极研究进一步扩产计划，计划通过开发坎索克(Kansoko)矿段、卡莫阿北(包括富矿带)矿段和卡库拉西矿段将矿石年处理能力从760万吨提升至1140万吨。
根据卡莫阿-卡库拉整体开发初步经济评估，项目将分阶段扩产，最终年处理矿石量将达到1900万吨。根据独立研究机构公开信息，一旦项目扩大产能至1900万吨/年，卡莫阿-卡库拉将成为全球第二大铜矿山，峰值年将产铜金属量超过80万吨。
卡莫阿-卡库拉铜矿致力于全面采用清洁能源，目前已获得清洁、可再生的水电能源供应。根据加拿大专业机构Hatch Ltd.独立审核，卡莫阿-卡库拉铜矿将成为全球单位铜温室气体排放量最低的矿山之一。
公司现持有艾芬豪矿业13.69%股权，公司和艾芬豪矿业分别持有卡莫阿-卡库拉铜矿项目39.6%的权益，本公司在卡莫阿-卡库拉铜矿的权益合计约为45%。
卡莫阿-卡库拉铜矿的投产对公司矿产铜的增量将产生重要影响，进一步提升公司盈利水平，对公司未来五年(2+3)及2030年战略目标的实现有着积极的意义。
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