Core Viewpoint - The company has established a strategic alliance with Bridge Mining Pte. Ltd. to enhance its coal supply chain and expand its operations in Mongolia, focusing on high-quality coking coal production and logistics services [1][3]. Group 1: Strategic Partnership - The partnership with Bridge Mining involves a cooperation agreement for integrated coal mining, logistics, and marketing services, with a minimum monthly supply of 100,000 tons of coal products expected to commence operations on December 1, 2025 [1]. - Bridge Mining holds significant undeveloped coal projects in Mongolia's South Gobi region, producing high-quality coking coal characterized by low sulfur, low ash, and high strength [1]. Group 2: Business Expansion and Resource Security - The agreement broadens the company's business footprint in the Mongolian market and secures a stable supply of high-quality coal, mitigating risks associated with market fluctuations [3]. - The company has developed a comprehensive service capability covering the entire supply chain for resource imports from Mongolia, including mining services, logistics, processing, and sales [2]. Group 3: Service Model Replication - The successful implementation of a full-chain service model at the Ceke port demonstrates the replicability of the company's service capabilities, providing valuable experience for future expansions [4]. - This model encompasses all stages from resource extraction to logistics, processing, and sales to end customers in China [4]. Group 4: Asset Utilization and Efficiency - The long-term business volume secured through this partnership enhances the operational efficiency of various assets within the supply chain, including mining equipment and logistics vehicles, leading to cost optimization and improved profitability [5]. - The partnership marks a significant milestone in the company's strategic development and validates its business model and direction [5].
易大宗(01733)与Bridge Mining订立合作协议，就一体化的煤炭采矿、物流及包销服务开展合作