2025.11. 12 本文字数：1406，阅读时长大约2分钟 作者 | 第一财经 陈姗姗 当地时间11月11日，西芒杜项目投产启动仪式在几内亚马瑞巴亚港举行，几内亚总统马马迪·敦布 亚，习近平主席特别代表、国务院副总理刘国中，卢旺达总统卡加梅，加蓬总统恩圭马出席投产仪 式。 多国总统参加一个矿石新项目的投产，在此前极为罕见，也侧面反映出这一世界级矿山项目的重要意 义。 中方深度参与的世界级矿山 位于非洲西部几内亚共和国的西芒杜铁矿项目，是全球质量最优、规模最大的矿山项目之一，工程涵 盖矿山、铁路、港口等系统，总投资逾200亿美元。其中，矿山分为北部、南部两个区块，已探明储 量44亿吨，平均全铁品位65%以上，建成后总产能可达1.2亿吨/年。 目前，矿山、铁路及驳船港口系统基础设施的测试和调试工作正在进行中，部分矿石已开始通过跨几 内亚铁路线从矿区运输至港口。 记者注意到，中国宝武董事长胡望明，中铝集团总经理王石磊以及力拓集团首席执行官乔德（Simon Trott）也参加了投产启动仪式，两家企业也是西芒杜项目的重要股东。 西芒杜项目由几内亚共和国政府、 SimFer和赢联盟 共同开发。项目正式投产后，所有共建 ...

Core Insights - The launch of the Simandou iron ore project in Guinea, attended by multiple heads of state, signifies its global importance and the strategic collaboration involved [1][3]. Group 1: Project Overview - The Simandou iron ore project is one of the largest and highest quality mining projects globally, with a total investment exceeding $20 billion [3]. - The project has proven reserves of 4.4 billion tons with an average iron content of over 65%, and it is expected to reach a total production capacity of 120 million tons per year [3]. - The infrastructure for mining, railways, and ports is currently undergoing testing, with some ore already being transported to the port [3]. Group 2: Stakeholders and Ownership - The project is developed by the Guinean government, SimFer, and the Winning Consortium, with the infrastructure and equipment to be operated by the Cross Guinea Company, which is jointly owned by SimFer and Winning Consortium [3]. - The Winning Consortium consists of several companies, including Waili International Group and Weiqiao Aluminum, holding a collective 51% stake, while Baowu Resources holds 49% [3]. - Simfer Jersey, which holds rights to blocks 3 and 4, is a joint venture between Rio Tinto (53%) and Chalco Iron Ore (47%), with Chalco being led by Chalco Group and including several Chinese state-owned enterprises [4]. Group 3: Market Impact - The deep involvement of Chinese companies in the Simandou project is expected to significantly influence the iron ore market and pricing dynamics, potentially altering the global mining landscape [6]. - The successful operation of the Simandou project will provide a solid green raw material foundation for the steel industry in China and globally [6]. - Although the initial impact on iron ore imports may be limited, it poses a potential constraint for other mining companies and enhances China's negotiating power with major mining firms [6]. - China's iron ore imports from January to October 2023 reached 1,028.886 million tons, a year-on-year increase of 0.7%, with an average import price of $96.6 per ton [6]. - Forecasts suggest that iron ore imports will reach 1.2 billion tons for the year, but domestic crude steel production is expected to decline slowly, leading to downward pressure on iron ore prices [7].