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
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
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电解液隔膜隔膜电解液电芯

运机集团几内亚铝土矿项目关键信息

2025-04-29 10:29:24 来源：北方有色网责任编辑：管理员

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4 月 27 日，运机集团与几内亚银谷国际签订铝土矿项目 128 公里长距离越野转弯带式输送系统 EPC 合同，含税总价 4.06 亿美元（约合 29.26 亿元），占公司 2024 年营收 190.53% ，工期 442 天。

此合同是公司从设备供应商向 EPC 总包商转型的重要标志，凸显其复杂地形输送技术优势，将巩固在非洲矿业设备市场地位。财务上，若按 8%-12% 的 EPC 利润率，可贡献 2.34 亿 - 3.51 亿元净利润，但应收账款高、汇率波动等或影响利润。

项目面临几内亚政局不稳、雨季施工难、基础设施差等风险，技术上需解决长距离输送的动力、转弯等难题。合同虽短期推高股价，但市场也在权衡风险。长期看，若项目成功，将助力公司向 “智能矿山服务商” 转型，打开海外千亿级市场。

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