厦门钨业和洛阳钼业纠纷升级

同花顺09-22 20:49

9月21日，厦门钨业（600549）(600549.SH)发布公告，公司就洛阳栾川钼业集团股份有限公司(603994.SH，下称“洛阳钼业（603993）”)违反《共同组建洛阳豫鹭矿业有限责任公司合资合同》的约定，停止向洛阳豫鹭矿业有限责任公司(下称“洛阳豫鹭”)提供尾矿，导致洛阳豫鹭全面停产事宜，向北京仲裁委员会申请仲裁。该公告称，该仲裁案件涉案金额暂计合计1.16亿元(暂计算至2026年8月...

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ROWE PRICE FUNDS SICAV CHINA EVOLUTION EQUITY \"A\" (USD) ACC","BK0188":"融资融券","SGXZ49509284.SGD":"United China A Shares Innovation A Acc SGD","BK0012":"证金概念","LU2351347302.SGD":"T. ROWE PRICE FUNDS SICAV CHINA EVOLUTION EQUITY \"AN\" (SGDHDG) ACC","LU2213484517.USD":"FRANKLIN TEMPLETON CHINA A-SHARES \"A\" (USD) ACC"},"translate_title":"Xiamen Tungsten Industry and Luoyang Molybdenum Industry Dispute Escalation","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"600549":1.5,"603993":1.5,"03993":1.5},"content_text":"9月21日，厦门钨业（600549）(600549.SH)发布公告，公司就洛阳栾川钼业集团股份有限公司(603994.SH，下称“洛阳钼业（603993）”)违反《共同组建洛阳豫鹭矿业有限责任公司合资合同》的约定，停止向洛阳豫鹭矿业有限责任公司(下称“洛阳豫鹭”)提供尾矿，导致洛阳豫鹭全面停产事宜，向北京仲裁委员会申请仲裁。该公告称，该仲裁案件涉案金额暂计合计1.16亿元(暂计算至2026年8月31日)。近日公司收到北京仲裁委员会受理通知书，鉴于案件尚未开庭审理，对公司本期及期后利润的影响具有不确定性。厦门钨业（600549）对经济观察报表示，7月公司已就洛阳豫鹭停产一事发出公告，此次再发公告是因为公司正式提起仲裁并取得受理。洛阳钼业（603993）对经济观察报表示，公司坚持合规运营，将就此事积极应诉。今年7月1日，厦门钨业（600549）曾就洛阳豫鹭停产相关情况发布公告。根据《厦门钨业（600549）关于控股子公司洛阳豫鹭矿业有限责任公司停产的公告》(下称《停产公告》)，洛阳豫鹭主营业务为对洛阳钼业（603993）选矿二分公司选钼以后尾矿中的白钨矿进行综合回收。近日，洛阳钼业（603993）暂停向洛阳豫鹭提供尾矿，洛阳豫鹭因此无法生产。《停产公告》显示，洛阳豫鹭是厦门钨业（600549）和洛阳钼业（603993）的合资子公司。2001年9月，厦门钨业（600549）和洛阳钼业（603993）签订《共同组建洛阳豫鹭矿业有限责任公司合资合同》。双方约定成立合资公司洛阳豫鹭，厦门钨业（600549）以现金出资，持有60%股权。洛阳钼业（603993）以经评估的资产出资，资产包含符合选钨要求的选钼尾矿、已堆存的选钼尾矿、尾矿库使用权以及其他实物资产等有形与无形资产，持有40%股权。根据《停产公告》，洛阳豫鹭2025年白钨矿(WO3金属量)产、销量分别为1924吨、1614吨，2026年上半年白钨矿(WO3金属量)产、销量分别为685吨、669吨。2025年度实现营业收入约3.63亿元，实现净利润约1.23亿元。据记者了解，双方争议焦点实际上涉及钨配额相关政策。从当前流程上看，相关配额是由相关部门下发到各省(市)，再相应给到钨生产企业。有行业人士向记者表示，洛阳钼业（603993）停止提供尾矿及所说的“合规”，可能涉及钨矿开采指标的问题。国内相关部门长期对钨矿实施总量控制和指标管理。2024年3月，自然资源部曾下发《2024年度钨矿开采总量控制指标(第一批)》，明确2024年度第一批钨矿(三氧化钨含量65%)开采总量控制指标62000吨。前述行业人士指出，早年洛阳钼业（603993）向洛阳豫鹭提供尾矿，属于“尾矿综合利用”范畴，故根据相关合同可持续供应。近年来监管层对含钨资源重点关注，如含钨尾矿再选产生钨精矿被纳入“钨矿产品产出”范畴，最终此部分钨精矿或被列入钨矿开采总量中，相关方如仍按“尾矿综合利用处理”，或有违规风险。他举例，洛阳钼业（603993）是矿山/尾矿来源方，而洛阳豫鹭是合资加工方，监管可能强调钨资源必需且不能简单通过合资公司处理。另有行业人士指出，钨矿指标管理并非2026年首次实施，行业或许存在其他合规处理方式，不一定就要直接停供。针对洛阳钼业（603993）可能因钨矿配额不向洛阳豫鹭供应尾矿一事，厦门钨业（600549）称，洛阳钼业（603993）提供尾矿是基于双方签订的合同，厦门钨业（600549）要求洛阳钼业（603993）履行合同，基于合同提供尾矿。对于后续合同是否能重新执行，厦门钨业（600549）表示：“公司尊重并配合国家战略性矿产资源监管，依法合规维护自身合法权益。双方应该坚持契约精神，依法维护洛阳豫鹭正常经营”。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"isLaohu8Offline":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.50.1","shortVersion":"4.50.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2669142958","isCrawlerRequest":true}