<p>（第一财经）4 月 8 日——在中国矿业公司称计划花费 3 亿美元获得刚果民主共和国一个铜钴矿项目的间接 30% 股权后，盛屯矿业集团的股票上涨。</p>
<p>截至今天上午 10:45，盛屯 [SHA: 600711] 的股价上涨 6.7%，报 14.42 元人民币（2.11 美元）。</p>
<p>盛屯全资子公司 Preeminence Holdings 计划以 3 亿美元收购阿布扎比 Novel Mining and Services 旗下的 Nkoyi Leopard Mining and Investment 50% 的股份，盛屯昨日宣布，这将使其间接拥有 Nkoyi 在刚果的铜钴矿 30% 的股份。</p>
<p>该矿位于中非铜带的核心区域，面积超过 10.9 平方公里，拥有有效期至 2040 年 1 月的采矿权，厦门公司指出。</p>
<p>根据钻探数据，盛屯的技术专家估计，该矿现有铜和钴资源的品位分别为 1.66% 和 0.67%。铜资源的储量预计将显著超过中国大型铜矿的标准。</p>
<p>一旦交易完成，盛屯预计该矿将经历 18 个月的建设期，随后需要 24 个月才能实现全面生产。盛屯和 Nkoyi 将根据各自的持股比例分摊采矿和建设成本。</p>
<p>Nkoyi 成立于 2024 年 10 月，目前尚未开始运营。一旦投入使用，它将成为盛屯的联营公司，但不会合并入该中国公司的财务报表中。</p>
<p>该交易延续了盛屯对海外资产的拓展。今年 2 月，盛屯以约 2.61 亿加元（1.886 亿美元）完成了对加拿大 Loncor Resources 100% 股份的收购，将黄金矿业纳入其投资组合。</p>
<p>中国矿业行业正经历一波整合浪潮。3 月份，中国五矿宣布计划通过资产置换和股份发行吸收五矿矿业控股和五矿鲁中矿业。同月，云南铜业表示以 23 亿元人民币（3.367 亿美元）收购梁山矿业 40% 的股份，其中 15 亿元通过配股筹集。</p>
<p>今年早些时候，CMOC 集团完成了对加拿大 Equinox Gold 的三项黄金资产的收购——Aurizona 矿、RDM 矿和 Bahia 综合体，合计黄金资源超过 500 万盎司。</p>
<p>随着资源获取从绿地开发转向对现有资产的竞争，资本执行和技术能力将决定谁主导行业，中国企业资本联盟副主席白文基在《中国证券报》上表示。他指出，大规模矿业整合的时代可能刚刚开始。</p>
<p>编辑：Futura Costaglione</p>

盛屯矿业

<p>诚通矿业集团计划投资 3 亿美元收购刚果民主共和国一家铜钴矿的 30% 间接权益。公告发布后，股价上涨 6.7%。此次收购涉及 Nkoyi Leopard Mining 的 50% 股份，这将使诚通能够获取大量铜和钴资源。该矿预计将经历 18 个月的建设期，随后需要 24 个月才能达到全面生产。这一举措是诚通在中国矿业行业整合浪潮中扩展海外资产战略的一部分</p>

<p>(Yicai) April 8 -- Shares of Chengtun Mining Group advanced after the Chinese miner said it plans to spend USD300 million to obtain an indirect 30 percent interest in a copper-cobalt mining project in the Democratic Republic of the Congo.</p>
<div class="lb-trans"><p>（第一财经）4 月 8 日——在中国矿业公司称计划花费 3 亿美元获得刚果民主共和国一个铜钴矿项目的间接 30% 股权后，盛屯矿业集团的股票上涨。</p>
</div><p>Chengtun [SHA: 600711] was trading up 6.7 percent at CNY14.42 (USD2.11) as of 10.45 a.m. in Shanghai today.</p>
<div class="lb-trans"><p>截至今天上午 10:45，盛屯 [SHA: 600711] 的股价上涨 6.7%，报 14.42 元人民币（2.11 美元）。</p>
</div><p>Chengtun's wholly-owned subsidiary Preeminence Holdings intends to acquire a 50 percent stake in Nkoyi Leopard Mining and Investment, a unit of Abu Dhabi-based Novel Mining and Services, for USD300 million, Chengtun announced yesterday, adding that this would give it an indirect 30 percent stake in Nkoyi's copper-cobalt mine in the DRC.</p>
<div class="lb-trans"><p>盛屯全资子公司 Preeminence Holdings 计划以 3 亿美元收购阿布扎比 Novel Mining and Services 旗下的 Nkoyi Leopard Mining and Investment 50% 的股份，盛屯昨日宣布，这将使其间接拥有 Nkoyi 在刚果的铜钴矿 30% 的股份。</p>
</div><p>Located in the heart of the Central African Copper Belt, the mine covers an area of over 10.9 square kilometers and holds mining rights valid through January 2040, the Xiamen-based firm noted.</p>
<div class="lb-trans"><p>该矿位于中非铜带的核心区域，面积超过 10.9 平方公里，拥有有效期至 2040 年 1 月的采矿权，厦门公司指出。</p>
</div><p>Chengtun's technical experts estimate that the grades of existing copper and cobalt resources in the mine are 1.66 percent and 0.67 percent, respectively, according to drilling data. The reserves of copper resources are projected to significantly exceed the Chinese standards for large-scale copper mines.</p>
<div class="lb-trans"><p>根据钻探数据，盛屯的技术专家估计，该矿现有铜和钴资源的品位分别为 1.66% 和 0.67%。铜资源的储量预计将显著超过中国大型铜矿的标准。</p>
</div><p>Once the deal is completed, Chengtun expects the mine to undergo an 18-month construction period, followed by 24 months to achieve full-power production. Chengtun and Nkoyi will split the mining and construction costs based on their shareholding ratios.</p>
<div class="lb-trans"><p>一旦交易完成，盛屯预计该矿将经历 18 个月的建设期，随后需要 24 个月才能实现全面生产。盛屯和 Nkoyi 将根据各自的持股比例分摊采矿和建设成本。</p>
</div><p>Incorporated in October 2024, Nkoyi has not yet begun operations. Once in service, it will become an associate of Chengtun, but it will not be consolidated into the Chinese company's financial statements.</p>
<div class="lb-trans"><p>Nkoyi 成立于 2024 年 10 月，目前尚未开始运营。一旦投入使用，它将成为盛屯的联营公司，但不会合并入该中国公司的财务报表中。</p>
</div><p>The deal extends Chengtun's push into overseas assets. In February, it completed the acquisition of a 100 percent stake in Canada's Loncor Resources for about CAD261 million (USD188.6 million), adding gold mining to its portfolio.</p>
<div class="lb-trans"><p>该交易延续了盛屯对海外资产的拓展。今年 2 月，盛屯以约 2.61 亿加元（1.886 亿美元）完成了对加拿大 Loncor Resources 100% 股份的收购，将黄金矿业纳入其投资组合。</p>
</div><p>The Chinese mining sector is experiencing a wave of consolidation. In March, China Minmetals announced plans to absorb Minmetals Mining Holdings and Minmetals Luzhong Mining via asset swaps and share issuance. In the same month, Yunnan Copper said it bought a 40 percent stake in Liangshan Mining for CNY2.3 billion (USD336.7 million), with CNY1.5 billion raised through a share placement.</p>
<div class="lb-trans"><p>中国矿业行业正经历一波整合浪潮。3 月份，中国五矿宣布计划通过资产置换和股份发行吸收五矿矿业控股和五矿鲁中矿业。同月，云南铜业表示以 23 亿元人民币（3.367 亿美元）收购梁山矿业 40% 的股份，其中 15 亿元通过配股筹集。</p>
</div><p>Earlier this year, CMOC Group completed the acquisition of three gold assets from Canada's Equinox Gold -- the Aurizona Mine, RDM Mine, and Bahia Complex -- with combined gold resources of over five million ounces.</p>
<div class="lb-trans"><p>今年早些时候，CMOC 集团完成了对加拿大 Equinox Gold 的三项黄金资产的收购——Aurizona 矿、RDM 矿和 Bahia 综合体，合计黄金资源超过 500 万盎司。</p>
</div><p>As resource acquisition shifts from greenfield development to competition over existing assets, capital execution and technological capabilities will define who leads the industry, Bai Wenji, vice chairman of the China Enterprise Capital Union, told China Securities Journal. The era of large-scale mining consolidation may have only just begun, he noted.</p>
<div class="lb-trans"><p>随着资源获取从绿地开发转向对现有资产的竞争，资本执行和技术能力将决定谁主导行业，中国企业资本联盟副主席白文基在《中国证券报》上表示。他指出，大规模矿业整合的时代可能刚刚开始。</p>
</div><p>Editor: Futura Costaglione</p>
<div class="lb-trans"><p>编辑：Futura Costaglione</p>
</div>

中国盛屯矿业因计划以 3 亿美元收购刚果民主共和国铜钴矿 30% 股权而股价上涨