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公司持有KFM铜钴矿71.25%股权
公司持有KFM铜钴矿71.25%股权
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所属报告:
洛阳钼业公司深度报告:铜钴将迎放量+携手宁德时代新能源板块业绩可期-230129(20页).pdf
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相关数据
刚果(金)与赞比亚交界处的铜钴矿带蕴含丰富的铜、钴资源
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行业数据
2026-04-09
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表2 洛阳钼业在刚果(金)境内运营的铜钴矿
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行业数据
2026-02-03
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至2023年铜坑矿资源金属量及储量情况
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行业数据
2025-12-26
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全球矿铜产量及同比(万吨,%)
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行业数据
2025-12-09
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全球主要矿企铜品位变化(%)
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行业数据
2025-12-09
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2024年刚果金占全球钴矿供给量约76%
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行业数据
2025-12-09
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附录表 2-13:全球钴矿贸易网络综合衡量清单
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行业数据
2025-10-28
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附录表1-24:钴矿田/矿床(钴(储量+资源量)>1×104t)
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行业数据
2025-10-28
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图2-13:2014、2018、2023年全球钴矿贸易网络可视化图
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行业数据
2025-10-28
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图2-7:2014-2023年全球钴矿总贸易额及其增长率
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行业数据
2025-10-28
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附录表2-5:2014年、2018年、2023年全球钴矿贸易网络主要社区划分结果
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2025-10-28
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2025年前三季度铜钴板块毛利增长提升整体盈
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行业数据
2025-10-28
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铜产业链供应链面临重塑洗牌,上游矿端紧缺,中下游加工产能过剩,终端下游一般
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产业链
2025-10-28
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全球主要矿企铜品位变化(%)
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行业数据
2025-09-28
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全球矿铜产量及同比(万吨,%)
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行业数据
2025-09-28
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最新数据
开源模型参数规模在今年4月开始突破
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市场规模
2026-08-03
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不同任务中,推理模式相比普通模式的token消耗倍数范围
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商业模式
2026-08-03
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全球专业开发者规模(百万人)
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市场规模
2026-08-03
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中国汽车出口政策由规模导向转向高质量发展
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政策法规
2026-08-03
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营收四年CAGR近39%,8000亿规模持续创新高
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市场规模
2026-08-03
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2)KFM 铜钴矿:2020 年,公司收购刚果(金)Kisanfu 铜钴矿。公司原来间接持有KFM 铜钴矿 95%权益,2022 年 7 月,公司与邦普时代子公司完成 KFM 股权交割,交割后公司持股比例 71.25%。KFM 铜钴矿是世界上最大、最高品位的未开发的铜钴矿项目之一,与公司现有的 TFM 铜钴矿相距 33 公里,在开发和运营上拥有协同效应及独特优势。目前矿区尚在开发阶段。
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洛阳钼业公司深度报告:铜钴将迎放量+携手宁德时代新能源板块业绩可期-230129(20页).pdf
可比公司Wind一致预期(截止2023年1月20日)
TFM混合矿项目及KFM一期项目均计划于2023年投产
NPM铜金矿资源量及储量情况(截止2021年底)
公司自有矿山资源量较为丰富(截止2021年底)
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