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江西铜业与第一量子矿业江西会谈:深化融资与业务合作新动向

作者:tongwj来源:长江有色金属网网址:http://www.ccmn.cn

3月28日最新消息,中国江西铜业与加拿大第一量子矿业公司上周在江西举行了会谈,双方就融资和业务选择等核心议题进行了深入交流。会谈中,江西铜业对影响第一量子董事会决策的可能性进行了探讨,并重点关注了第一量子赞比亚资产的未来走向以及从巴拿马购买铜精矿库存的潜在机会。

3月28日最新消息,中国江西业与加拿大第一量子矿业公司上周在江西举行了会谈,双方就融资和业务选择等核心议题进行了深入交流。会谈中,江西铜业对影响第一量子董事会决策的可能性进行了探讨,并重点关注了第一量子赞比亚资产的未来走向以及从巴拿马购买铜精矿库存的潜在机会。

据悉,自去年11月以来,江西铜业已通过多元化的投资方式,包括债务、股权和预付款铜交易,向第一量子注入了约7.45亿美元的资金。尽管江西铜业已成为第一量子的最大股东之一,但受限于先前的协议,其在董事会决策中并未拥有发言权。目前,江西铜业持有第一量子约18.4%的股份,尚未触及20%的持股上限。

江西铜业与第一量子的关系历经波折,但近期在第一量子面临困境时,江西铜业展现出了坚定的支持态度。不仅在去年购买了第一量子的债券,今年3月初更是斥资2.12亿美元增持其股票。有知情人士表示,江西铜业已成为第一量子在困境中最有力的合作伙伴。

第一量子近期因巴拿马科布雷铜矿的关闭而遭受重创,该矿占其运营收入的40%,关闭后导致其市值大幅缩水。为应对困境,第一量子采取了多项措施,包括发行新股以及与江西铜业签订价值5亿美元的铜矿石预付款协议。

江西铜业作为全球最大的矿铜买家之一,去年铜产量占中国总产量的五分之一。面对原料短缺的挑战,江西铜业积极寻求多元化供应渠道,与第一量子的合作便是其中的重要一环。此外,市场传言江西铜业正就收购第一量子赞比亚坎桑什矿的股份进行谈判,若成行将进一步巩固其在全球铜市场的地位。

目前,第一量子仍在与巴拿马政府就科布雷铜矿的争端进行谈判,而江西铜业则继续作为其重要的合作伙伴,共同应对行业挑战。双方未来的合作走向将备受市场关注。


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新疆西部海新进出口贸易有限公司成立于2019年。是一家集国际进出口贸易、农副产品加工与生产、农业机械设备生产和销售及可再生资源回收再利用生产于一体的综合性企业。

Xinjiang Xibu Haixin Import and Export Trade Co., Ltd. was established in 2019. It is a comprehensive enterprise with businesses of international import and export trade, processing and produce of agricultural and sideline products, production and sales of agricultural machinery, and recycling and reuse of Renewable resource.

自公司成立以来一直着力打造全球化的采购供应链,现已与中亚、俄罗斯、非洲及巴西淡水河谷地区众多大型矿业集团达成战略合作协议。大宗矿产品的销售品系包含:电解铜、铁矿石、铜精粉、石油焦等。年销售规模自成立以来逐年稳步增长2022年已初步达成32亿人民币的销售规模。

Since its establishment, the company has been striving to build a global procurement supply chain, and has reached strategic cooperation agreements with many large mining groups in Central Asia, Russia, Africa and Brazil's Vale region. Sales of bulk mineral products include copper cathodes, iron ore, copper concentrate powder, Petroleum coke, etc. The annual sales volume has steadily increased year by year since its establishment. It has initially reached a sales volume of 3.2 billion RMB since 2022.

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2022年公司依托海外地区资源优势陆续完成了面粉加工企业、农业机械生产企业的投资与建设,并在运转初期就取得了骄人的业绩。公司面粉加工企业坐落于新疆边境霍尔果斯市综合保税区。现已与越南地区国企签定预采购面粉合同20000吨,销售金额将达到3.5亿人民币,累计小麦加工能力预计将达到50000, 年销售金额达6亿人民币。

In 2022, the company has successively completed the investment and construction of flour processing enterprises and agricultural machinery production enterprises based on the advantages of overseas resources, and has achieved impressive performance in the early stages of operation. The flour processing factory affiliated to the company is located in the comprehensive bonded area of Khorgas City, which is the border of Xinjiang. We have signed a pre- purchase flour contract with state-owned enterprises in Vietnam for 20000 tons, with a sales amount of 350 million RMB. The cumulative wheat processing capacity is expected to reach 50000 tons, with an annual sales amount of 600 million RMB.

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农业机械生产企业与澳大利亚等发达地区农业机械销售商累计签定定单达到1500000澳元。年预计完成出口产品达150台。预计年度销售规模将达到1.6亿人民币。

Agricultural machinery factory have signed cumulative orders with agricultural machinery sellers in developed regions such as Australia, reaching 1500000AUD. It is expected to complete the export of 150 units of machines annually. It is expected that the annual sales scale will reach 160 million RMB.


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当前,公司正以国家产业政策为指引,以自身全球采购供应链为优势和产业融合为契机,以产业化做精,多元化做强为目标,在新疆各级政府政策和上下游企业的支持下,依靠一支团结奋进、开拓创新的团队,一定能够把公司建设成为璀璨的企业之星。

At present, the company is guided by national industrial policies, taking its global procurement supply chain as an advantage and industrial integration as an opportunity, with the goal of becoming more meticulous and diversified in industrialization. With the support of government policies at all levels in Xinjiang and upstream and downstream enterprises, relying on a unity, progress, and innovative team, the company is bound to become a shining star of enterprises.

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