Ò»Ô·ÝÓ¡¶ÈÇòÍųö¿Ú»·±ÈÔö¼Ó56%¡¡¡¡¾ÝÍâý±¨µÀ£¬2021Äê1Ô·ݣ¬Ó¡¶ÈÌú¿óʯÇòÍÅ¿ó³ö¿Ú90Íò¶Ö£¬»·±È2020Äê12Ô·ÝÔö¼Ó56%¡£¡¡¡¡¾ÝϤ£¬Ó¡¶È21Äê1Ô·ݳö¿ÚÖйúÇòÍÅ¿ó53Íò¶Ö£¬»·±ÈÔö¼Ó49%£¬³ö¿Úº«¹ú14Íò¶Ö£¬³ö¿Ú°ÍÎ÷6Íò¶Ö¡£¡¡¡¡Ò»Ô·ݣ¬Ó¡¶È¿óÆóBrahmani River Pellets Limited£¨BRPL£©×÷Ϊӡ¶ÈÇòÍÅ¿ó³ö¿Ú****¹©Ó¦ÉÌ£¬³ö¿ÚÇòÍÅ30Íò¶Ö£¬»·±ÈÔö¼Ó33%£»Rashmi Metaliks³ö¿ÚÇòÍÅ¿ó17Íò¶Ö£¬Kalinga Metalics³ö¿Ú14Íò¶Ö¡£¡¡¡¡Dhamra¸ÛΪ****ÇòÍÅ¿ó³ö¿Ú¸Û£¬Õ¼³ö¿Ú×ÜÁ¿µÄ40%£¬³ö¿ÚÇòÍÅ¿ó36Íò¶Ö£¬»·±ÈÔö¼Ó25Íò¶Ö£»Paradip¸ÛΪµÚ¶þ´ó³ö¿Ú¸Û£¬³ö¿ÚÇòÍÅ¿ó35Íò¶Ö£¬Mangalore¸Û³ö¿ÚÇòÍÅ¿ó11Íò¶Ö¡£¡¡¡¡FMGÉϵ÷2021²ÆÄêÌú¿óʯ·¢»õÖ¸µ¼Ä¿±êÁ¿ÖÁ1.78ÒÚ¶Ö~1.82ÒÚ¶Ö¡¡¡¡½üÈÕ£¬°Ä´óÀûÑǵÚÈý´óÌú¿óʯ¾ÞÍ·FMG·¢²¼Á˽ØÖÁ2020Äê12ÔÂ31ÈÕµÄ6¸öÔ£¨2021²ÆÄêÉϰëÄ꣩ҵ¼¨¡£¡¡¡¡FMGÊ×ϯִÐйÙÒÁÀöɯ°×·¸Ç¶÷˹±íʾ£¬FMGÔÚ2021²ÆÄêÉϰëÄêµÄ±íÏַdz£³öÉ«¡£FMGÉÏ°ë²ÆÄêµÄÏúÊÛ¶îΪ93ÒÚÃÀÔª£¬Í¬±ÈÔö³¤ÁË44£¥¡£¡¡¡¡FMG2021²ÆÄêÉϰëÄê¾ßÌåÒµ¼¨ÈçÏ£º¡¡¡¡°²È«¼¨Ð§³ÖÐø¸ÄÉÆ£¬¿É¼Ç¼¹¤ÉË×ÜÆµÂÊ£¨TRIFR£©ÔÚ2020Äê12ÔÂ31ÈÕ½µÖÁ2.1£¬±È2020Äê6ÔÂ30ÈÕ½µµÍ13£¥¡£¡¡¡¡°ëÄê·¢»õÁ¿¡¢Ó¯Àû¼°ÔËÓªÏÖ½ðÁ÷³¬¹ýFMGÊ·ÉÏËùÓаëÄê¼Í¼¡£¡¡¡¡½ØÖÁ2020Äê12ÔÂ31ÈÕµÄ6¸öÔ£¨2021²ÆÄêÉϰëÄ꣩£¬EBITDAΪ66ÒÚÃÀÔª£¬±ÈÉÏÄêͬÆÚÔö³¤57£¥£¬EBITDAÀûÈóÂÊÌá¸ßÖÁ71%¡£¡¡¡¡Ë°ºó¾»ÀûÈó£¨NPAT£©´ï41ÒÚÃÀÔª£¬Ã¿¹ÉÊÕÒæÎª1.33ÃÀÔª£¨1.84°ÄÔª£©£¬±ÈÉÏÄêͬÆÚÔö³¤ÁË66£¥¡£¡¡¡¡ÔÚͶ×Ê19ÒÚÃÀÔªµÄ×ʱ¾Ö§³öºó£¬ÔËÓª¾»ÏÖ½ðÁ÷Ϊ44ÒÚÃÀÔª£¬×ÔÓÉÏÖ½ðÁ÷Ϊ25ÒÚÃÀÔª¡£¡¡¡¡È«¶îÃâ˰ÖÐÆÚ¹ÉϢΪÿ¹É1.47°ÄÔª£¬±È2020²ÆÄêÖÐÆÚ¹ÉÏ¢¸ß93£¥£¬Õ¼2021²ÆÄêÉϰëÄê˰ºó¾»ÀûÈóµÄ80£¥¡£¡¡¡¡FMGÖÂÁ¦Óڹɶ«»Ø±¨£¬Æä¹ÉÏ¢Õþ²ß¸ßλĿ±êÊÇÖ§¸¶È«Äê˰ºó¾»ÀûÈóµÄ80%¡£FMG¼Æ»®½«Ë°ºó¾»ÀûÈóµÄ20%ÓÃÓÚ¼¯ÍÅδÀ´·¢Õ¹µÄͶ×Ê£¬ÆäÖÐ10%ÓÃÓÚFMGδÀ´²úÒµ(FFI)·¢Õ¹¿ÉÔÙÉúÄÜÔ´µÄͶ×Ê£¬ÆäÓà10%ÓÃÓÚ·¢Õ¹ÆäËû×ÊÔ´µÄͶ×Ê¡£¡¡¡¡½ØÖÁ2020Äê12ÔÂ31ÈÕ¼¯Íž»Õ®ÎñΪ1.1ÒÚÃÀÔª£¬40ÒÚÃÀÔªÓà´æÏÖ½ðÒѽ«´ËÏî¿Û³ý¡£¡¡¡¡2020Äê12Ô£¬FMGÔÚÆ¤¶û°ÍÀµØÇøÎ÷²¿ÊàŦµÄ****¿óɽ°¬ÀûÍßÄÉ¿óɽÉú²úÁË****Åú¿óʯ¡£¡¡¡¡»ùÓÚÉϰëÄêµÄÇ¿¾¢Òµ¼¨£¬Í¬Ê±¼ÌÐøÖÂÁ¦ÓÚÏû³ýÆ¿¾±ÓÅ»¯²úÄÜ£¬2021²ÆÄê·¢»õÁ¿Ö¸µ¼Ä¿±êÌá¸ßÖÁ1.78ÒÚ¶Ö-1.82ÒÚ¶Ö¡£¡¡¡¡2021²ÆÄêÃÀÔª¶Ò°ÄԪƽ¾ù¼Ù¶¨»ãÂÊ´Ó0.70µ÷ÕûΪ0.75£¬2021²ÆÄêÏÖ½ð³É±¾Ö¸µ¼Ä¿±êµ÷ÕûΪ13.50ÃÀÔª-14.00ÃÀÔª/ʪ¶Ö¡£¡¡¡¡2021²ÆÄê×ʱ¾Ö§³öÖ¸µ¼Ä¿±êÉϵ÷ÖÁ30ÒÚÃÀÔªÖÁ34ÒÚÃÀÔªµÄÖ¸µ¼·¶Î§ÉÏÏÞ£¬ÕâÖ÷ÒªÊÇÒòΪ¶Ô¼Ù¶¨»ãÂʵĵ÷Õû¡£¡¡¡¡GWR¼¯ÍÅÆìÏÂWiluna¿óɽC4¿óÇø½»¸¶Ê×ÅúÌú¿óʯ¡¡¡¡¾ÝÍâý±¨µÀ£¬GWR¼¯Íųɹ¦½»¸¶Ê×ÅúÌú¿óʯ£¬52425¶Ö¸ßÆ·¿é¿óͨ¹ýPANAFRICAN»õ´¬ÔËÊä½»¸¶¸øÆä³Ð¹º»ï°éPacific Minerals¡£¡¡¡¡C4¿ó´²****½×¶Î¿ª²ÉµÄÌú¿óʯ´¢´æÓÚÎ÷°ÄÖÐÎ÷²¿µÄGeraldton¸Û¿Ú88ºÅ²Ö¿â£¬GWRÓëÏã¸ÛPacific Minerals¹«Ë¾Ç©Êð³Ð¹ºÐÒ飬´ÓÏÖÔÚ¿ªÊ¼Ã¿Ô°´¼Æ»®×°ÔËÌú¿óʯ¡£¡¡¡¡GWR¼¯ÍÅÕýÔÚÍê³É¶ÔÕû¸öWiluna WestÏîÄ¿µÄÉó²é£¬ÆÀ¹ÀºÍ½¨Ä££¬ÒÔÔö¼ÓC4¿ó´²µÄ²úÁ¿¡£¡¡¡¡Pilbara×ÊÔ´¼¯ÍÅ£¨PRG£©²ÎÓëC4¿ó´²¿ª²ÉµÄ****½×¶Î£¬¸Ã½×¶ÎÌú¿óʯ´¢Á¿100Íò¶Ö£¬C4¿ó´²Ìú¿óº¬Á¿Îª60.7£¥£¬¹À¼Æ¿ó²ú´¢Á¿Îª2160Íò¶Ö£¬Î»ÓÚWiluna WestÌú¿óʯÏîÄ¿ÄÚ¡£¡¡¡¡Fenix Resources·¢ÔËIron RidgeÏîÄ¿Ê×ÅúÌú¿óʯ¡¡¡¡¾ÝÍâý±¨µÀ£¬°Ä´óÀûÑÇFenix Resources¹«Ë¾ÒÑ´Ó½ÜÀ¶û¶Ù¸Û£¨Geraldton£©Í¨¹ýYa Tai 2ºÅÉ¢»õ´¬·¢³öÊ×Åú×ܹ²37157¶ÖÌú¿óʯ£¨ÆäÖпé¿ó11001¶Ö£¬·Û¿ó26156¶Ö£©¡£¸Ã¹«Ë¾Ô¤¼ÆIron RidgeÏîÄ¿ÔÚδÀ´6.5Ä꿪²ÉÆÚ¼äÄÚ¿ÉÖ±·¢Ìú¿óʯµÄÄê²úÄÜÄÜ´ïµ½125Íò¶Ö¡£¡¡¡¡´ËǰÔÚ±±¾©Ê±¼ä2ÔÂ15ÈÕ£¬°Ä´óÀûÑÇFenix×ÊÔ´¹«Ë¾±íʾ£¬ÓÉÓÚÉ¢»õ´¬Ya Tai 2ºÅÏà¹Ø»úе³öÏÖÎÊÌ⣬µ¼Ö´¬²°ÔÚ½ÜÀ¶û¶Ù¸Û·¢Éú©ÓÍ£¬²¢ÇÒ¶Ìʱ¼äÄÚÎÞ·¨»Ö¸´Õý³££¬ÆäÊ×ÅúÌú¿óʯ·¢Ô˽«±»ÆÈÔÝÍ£¡£¡¡¡¡2020Äê10Ô·ݣ¬°Ä´óÀûÑÇMACAÓë·ÆÄá¿Ë˹×ÊÔ´¹«Ë¾£¨Fenix Resources£©Õë¶ÔIron RidgeÌú¿óʯÏîÄ¿µÄ¿ª²É£¬Ç©¶©Á˼ÛÖµ1.85ÒÚ°ÄÔª£¨ºÏ1.31ÒÚÃÀÔª£©µÄºÏͬ£¬×÷ΪÁùÄêºÏͬµÄÒ»²¿·Ö£¬MACA½«¸ºÔðIron RidgeÌú¿óʯÏîÄ¿µÄ×ê̽£¬±¬ÆÆ£¬²É¿óÒÔ¼°ÆÆËéºÍɸѡ¹¤×÷¡£