川发龙蟒:公司目前旗下天瑞矿业、白竹磷矿、板棚子磷矿的磷矿资源储量合计约1.3亿吨

Core Viewpoint - The company has significant phosphate resources and is focused on enhancing its upstream resource acquisition and development capabilities [1] Group 1: Phosphate Resources - The company currently has phosphate resources totaling approximately 130 million tons from its subsidiaries Tianrui Mining, Baizhu Phosphate Mine, and Banpengzi Phosphate Mine [1] - The raw ore production capacity is 4.1 million tons per year, with a projected phosphate production of 2.2493 million tons in 2024, representing a year-on-year increase of 16.01% [1] Group 2: Resource Strategy - The company primarily uses its phosphate resources for self-supply, and as the self-sufficiency rate continues to improve, the company's resource matching and comprehensive cost advantages will become more pronounced [1] - The company is actively seeking and integrating high-quality phosphate mining assets with strong industrial synergy to further solidify its upstream resource reserves [1] Group 3: Recent Developments - In February of this year, the company acquired a 10% stake in Tian Sheng Mining, a subsidiary of its controlling shareholder Sichuan Advanced Materials Group, which lays the foundation for future industrial integration [1] - The Xiaogou Phosphate Mine, in which the company holds a stake, has a cumulative discovered phosphate ore resource of 401 million tons and a designed production capacity of 5.5 million tons per year [1] - The controlling shareholder Sichuan Development (Holding) Company indirectly holds shares in the Laohudong Phosphate Mine, which has a total resource reserve of approximately 370 million tons and a designed capacity of 5 million tons per year, making it one of the few high-quality phosphate mines in the country [1]