格林美:与印尼本地矿主战略合作 目前镍矿石供应稳定

GoldenOctober2024

金十数据5月7日讯,格林美召开业绩说明会,有投资者提问:镍配额政策对公司业务的影响?是否计划持有镍矿山?格林美回复称,印尼镍配额制度主要影响高品位红土镍矿,公司目前使用的是1.2%以下低品位的矿石,目前通过与本地矿主战略合作,矿石供应稳定。但配额收紧导致镍价上涨,公司正在建设长距离管道工程,工程完成后将提升矿石供应稳定性并降低成本。公司认为目前镍矿石价格高,湿法冶炼投资门槛高,经济风险高、地缘政治复杂,倾向于与印尼本地矿主合作,互相参股建设冶炼厂。

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