几内亚西芒杜首船铁矿石到港 将运往宝钢股份上海宝山基地 全球最大赤铁矿全程供应链贯通

Core Viewpoint - The arrival of the first shipment of iron ore from the Simandou project marks a significant milestone in establishing a comprehensive supply chain for iron ore, which is crucial for the raw material security of Chinese steel companies [1] Group 1: Project Overview - The first shipment of iron ore, totaling 200,000 tons, has arrived at the Ma Jishan Port in Shengsi, Zhejiang [1] - After unloading, 24,000 tons of iron ore will be transported to Baosteel's Shanghai Baoshan base [1] - The Simandou iron ore project is located in Guinea, West Africa, and is one of the largest open-pit iron ore mines globally, with proven reserves of 4.4 billion tons [1] Group 2: Production Capacity - The Simandou project was fully completed in November of last year and is expected to supply 120 million tons of high-quality iron ore annually once it reaches full production [1] - By 2025, China's total iron ore imports are projected to be 1.26 billion tons [1] Group 3: Logistics and Supply Chain - The logistics supply system for the Simandou project will continue to improve as production ramps up [1] - The second shipment of Simandou iron ore has already been dispatched at the end of last year [1]