建议关注蒙古焦煤mongolminingHK975.PDFVIP

建议关注蒙古焦煤mongol mining （HK975） 建议关注蒙古焦煤，有如下几条理由： 一、煤炭仍将是中国主体能源。（详细分析见《未来20 年煤炭仍是主体能源》） 二、蒙古焦煤的基本情况。 蒙古焦煤的乌哈胡达格煤矿 （Ukhaa Khudag）是塔旺陶勒盖 （Tavan Tolgoi ）煤田的一部 分，资源禀赋好。 下面是维基百科对塔旺陶勒盖 （Tavan Tolgoi ）的介绍。 Tavan Tolgoi is one of the world’s largest untapped coking and thermal coal deposits, located in the Ö mnögovi Province in southern Mongolia.] It has a total estimated resource of 6.4 billion tonnes, one quarter of which is high quality coking coal. It is divided into six sections: Tsankhi, Ukhaa Khudag, Bor tolgoi, Borteeg, and Southwest and Eastern coalfields.[2] The Tsankhi section is the largest part, and is divided into East and West Tsankhi - these have had the most focus recently. 大意是：Tavan Tolgoi 是世界上最大的未被开发的焦煤和动力煤田，位于蒙古南部南 戈壁省。煤田大约有64亿吨煤，四分之一是高质量的焦煤。它分为6个矿区：Tsankhi, Ukhaa Khudag, Bor tolgoi, Borteeg, and Southwest and Eastern coalfields.6 个矿区中 Tsankhi 是最大的一个，它分为 “东Tsankhi”和 “西Tsankhi”，这个矿区最近关注的焦 点。 All of Tavan Tolgoi is owned by Erdenes MGL (a government owned company) except for Ukhaa Khudag section which is mined by the Mongolian Mining Corporation.[3] Erdenes Tavan Tolgoi LLC (Erdenes TT), a subsidiary of Erdenes MGL, is ma naging the development of East Tsankhi, and the company is due to float on the Hong Kong, London and Ulaanbaatar stock markets in late 2012.[4] Mining of West Tsankhi is planned to be contracted to a consortium of international mining companies – a decision is due in late 2012.[5] 大意是：Tavan Tolgoi 整个矿区除了一个部分其余都属于一家蒙古国有公司Erdenes MGL 所有，这个列外的矿区是Ukhaa Khudag，它由蒙古焦煤公司开采。Erdenes MGL 的一家子公司Erdenes TT 正计划开发“东Tsankhi ”，这个公司计划在2012 年底在香港、 伦敦和乌兰巴托上市。“西Tsankhi”开发计划发包给一个国际财团，大约在2012 年底决 定。 The Ukhaa Khudag section of Tavan Tolgoi deposit covers an area of 2,960 ha and has r