地震突发停摆可控，Ivanhoe矿业多维布局稳产铜业龙头地位

基础金属	铜电解铜铜精矿铜管铜棒废铜铜排铜合金精铜杆再生铜杆铜板带铝铝土矿氧化铝电解铝铝辅料铝棒铝合金锭废铝铝杆铝型材铝板卷铅铅精矿铅锭铅蓄电池再生精铅还原铅废铅蓄电池铅合金锌锌精矿电解锌锌合金氧化锌锌粉锡锡精矿锡锭锡材镁
稀有金属	稀土稀土矿稀土氧化物稀土金属钕铁硼稀散金属锑铋铟锗镓硒钽锆贵金属白银钨钨精矿 APT(仲钨酸铵)钨粉碳化钨钨酸钠钨条钨铁钨材钼钼精矿工业氧化钼钼铁钼化工高纯三氧化钼钼金属钛钛精矿钛渣四氯化钛海绵钛钛金属钛白粉硒
新能源	锂锂矿锂化合物金属锂镍镍矿镍铁精炼镍镍盐高冰镍 MHP 钴电解钴钴粉氯化钴四氧化三钴硫酸钴钴中间品氧化钴碳酸钴钴酸锂锰锰矿电解锰电池级硫酸锰锂电正负极三元前驱体磷酸铁正极材料石油焦针状焦包覆沥青人造石墨硅碳负极硅氧负极硅

基础金属

铜电解铜铜精矿铜管铜棒废铜铜排铜合金精铜杆再生铜杆铜板带铝铝土矿氧化铝电解铝铝辅料铝棒铝合金锭废铝铝杆铝型材铝板卷铅铅精矿铅锭铅蓄电池再生精铅还原铅废铅蓄电池铅合金锌锌精矿电解锌锌合金氧化锌锌粉锡锡精矿锡锭锡材镁

稀有金属

稀土稀土矿稀土氧化物稀土金属钕铁硼 稀散金属锑铋铟锗镓硒钽锆 贵金属白银钨钨精矿 APT(仲钨酸铵)钨粉碳化钨钨酸钠钨条钨铁钨材钼钼精矿工业氧化钼钼铁钼化工高纯三氧化钼钼金属钛钛精矿钛渣四氯化钛海绵钛钛金属钛白粉硒

新能源

锂锂矿锂化合物金属锂镍镍矿镍铁精炼镍镍盐高冰镍 MHP 钴电解钴钴粉氯化钴四氧化三钴硫酸钴钴中间品氧化钴碳酸钴钴酸锂锰锰矿电解锰电池级硫酸锰 锂电正负极三元前驱体磷酸铁正极材料石油焦针状焦包覆沥青人造石墨硅碳负极硅氧负极硅

地震突发停摆可控，Ivanhoe矿业多维布局稳产铜业龙头地位

2025-05-21 16:16:56 来源：北方有色网责任编辑：韩泽楷

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地震事件与紧急应对

自2025年5月11日起，Kakula矿区东部持续监测到地震活动。为保障员工安全，公司于5月18日按安全协议暂停地下作业，全员撤离至地面并转移设备，无人员伤亡报告。截至5月20日，地质团队评估显示西部矿区已具备复工条件，生产将“立即恢复”；东部矿区则需进一步检查基础设施（如排水系统）是否受损。

生产影响与库存支撑

受事件影响，Phase 1及Phase 2选矿厂暂时以减产模式运行，依赖地表库存矿石（截至4月30日库存量约380万吨，铜品位3.2%）维持加工。值得注意的是，Kamoa地下矿与Phase 3选矿厂未受波及，后者更于2025年3月创下周产9,710吨铜的纪录，产能持续超设计水平。

战略升级与未来产能布局

尽管短期扰动，Ivanhoe仍稳步推进其低碳转型计划。公司投资建设的非洲最大绿色铜冶炼厂——直接炼铜厂预计于2025年7月投产，将生产99.7%纯度铜阳极，显著降低运输成本并提升副产品收益。此外，Western Forelands勘探项目年内投入5,000万美元预算，目标扩展Makoko铜矿带至13公里矿化带（规模与Kakula主矿体相当），潜在资源达5250万吨铜（1157亿磅）。

能源保障与ESG承诺

Ivanhoe近期新增20兆瓦水电供应（总达70兆瓦），并预计年内再获30兆瓦及Inga II水电50兆瓦支持，为冶炼厂启动提供稳定能源。公司2024年ESG报告显示，其Kamoa-Kakula矿区可记录伤害率（TRIFR）仅0.88，远低于国际采矿与金属委员会（ICMM）行业均值（2.59），彰显安全运营优势。

市场信心与长期展望

Ivanhoe执行副主席Robert Friedland表示：“此次事件对全年生产目标影响有限，Kamoa-Kakula的多矿区协同及库存缓冲机制充分验证了运营韧性。”公司重申2025年铜产量指引为52万至58万吨，并强调Western Forelands及安哥拉、哈萨克斯坦新项目将驱动长期增长。

关于Kamoa-Kakula铜矿综合体作为全球品位最高、成本最低的铜矿之一，Kamoa-Kakula于2024年生产铜437,061吨，创纪录月产达47,058吨。其Phase 3选矿厂设计产能为600万吨/年，实际年化处理量已达610万吨，回收率超预期。

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地震突发停摆可控，Ivanhoe矿业多维布局稳产铜业龙头地位

地震事件与紧急应对

生产影响与库存支撑

战略升级与未来产能布局

能源保障与ESG承诺

市场信心与长期展望

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