中矿资源宣布暂停纳米比亚Tsumeb铜冶炼厂运营应对全球铜精矿短缺挑战

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

中矿资源宣布暂停纳米比亚Tsumeb铜冶炼厂运营应对全球铜精矿短缺挑战

2025-06-10 13:39:12 来源：北方有色网责任编辑：韩泽楷

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2025年6月10日——中国领先的综合性矿业企业中矿资源集团股份有限公司（Sinomine Resource Group，股票代码：002738）今日发布公告称，因全球铜精矿供应持续紧张，公司决定暂时关闭位于纳米比亚的Tsumeb铜冶炼厂。这一决策旨在应对行业结构性矛盾，同时加速推进多金属资源战略升级。

事件背景与停产原因

Tsumeb冶炼厂是中矿资源旗下核心资产之一，年处理能力为24万吨铜精矿，具备处理高砷、高铅等复杂矿种的独特技术优势，曾为智利、秘鲁等国的铜矿提供精炼服务。该厂自2024年完成收购以来，一直是中矿资源拓展全球铜产业链的关键布局。然而，近年来全球铜冶炼产能扩张速度远超矿产供应增长，导致铜精矿市场供需失衡。2025年以来，LME铜库存骤降50%至13.24万吨，现货升水飙升至93美元/吨，创两年半新高。在此背景下，Tsumeb冶炼厂面临原料短缺压力，加工费（TC/RC）跌至历史低位，运营成本显著上升。

战略调整与未来规划

中矿资源表示，此次停产是短期应对市场波动的举措，而非长期收缩。公司计划利用停产窗口期对冶炼厂进行技术升级，重点开发锗、锌等高附加值金属的回收产线。此前勘探显示，Tsumeb冶炼厂尾渣中蕴含约746吨锗资源（平均品位253.51克/吨），未来商业化生产后有望形成新的利润增长点。此外，公司正加速推进赞比亚Kitumba铜矿项目（设计产能6万吨/年阴极铜），预计2026年实现投产，以增强上游资源自给能力。

行业影响与市场反应

Tsumeb冶炼厂的暂时关闭进一步凸显全球铜产业链的结构性矛盾。作为全球少数能处理复杂矿种的特种冶炼厂之一，其停产可能加剧高品位铜精矿的供应紧张，推动现货升水持续高位。市场分析指出，中矿资源的战略调整反映了矿企从“单一冶炼”向“多金属综合回收”转型的趋势，尤其在新能源金属需求激增的背景下，锗、镓等关键矿产的开发将成为行业竞争焦点。

公司声明与展望

中矿资源总裁王平卫表示：“此次调整是公司应对行业周期性挑战、优化资产结构的重要一步。我们坚信，通过技术升级与资源整合，Tsumeb冶炼厂将成为多金属战略落地的标杆项目。”公司强调，将继续保障现有员工权益，并积极探索与当地社区的合作机会。

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​中矿资源宣布暂停纳米比亚Tsumeb铜冶炼厂运营 应对全球铜精矿短缺挑战

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中矿资源宣布暂停纳米比亚Tsumeb铜冶炼厂运营应对全球铜精矿短缺挑战