赣锋锂业(002460.SZ)上半年扣非归母净利降45.22%至3.8亿元
格隆汇8月28日丨赣锋锂业(002460.SZ)公布2019上半年业绩，公司实现营业收入28.22亿元，比上年同期增长21.04%；归属于上市公司股东的净利润2.96亿元，比上年同期下降了59.23%；归属于上市公司股东的扣除非经常性损益的净利润3.80亿元，比上年同期下降了45.22%。
报告期内，公司持续获取全球上游优质锂资源，不断丰富与拓宽原材料的多元化渠道供应，完成了增持澳大利亚RIM公司6.9%股权和认购Pilbara定向增发股份的股权交割工作，成为RIM的并列第一大股东和Pilbara单一第一大股东；公司拟进一步增持Minera Exar公司的股权比例至50%，并帮助推动阿根廷Cauchari-Olaroz 锂盐湖项目投资开发进度；认购Bacanora不超过29.99%的股权及其旗下墨西哥锂黏土项目公司Sonora不超过22.5%的股权，积极探索丰富锂资源的核心组合。
报告期内，公司年产2万吨单水氢氧化锂项目和年产1.75万吨电池级碳酸锂项目产能逐步提升，产品通过新老客户认证，新增的生产设施将扩充公司的产能以应对业务增长；公司拟提高三期年产2.5万吨电池级氢氧化锂项目产能建设规模至5万吨，未来将根据锂产品的市场需求变化评估和实施进一步的扩产计划；公司与德国大众签订了《战略合作备忘录》，未来十年将向德国大众及其供应商供应锂化工产品，在锂材料供应协议之外，德国大众还将与公司在电池回收和固态电池等未来议题上进行合作。
报告期内，公司审议通过公开发行A股可转换公司债券预案，拟募集资金总额不超过21.50亿元，用于认购Minera Exar公司部分股权项目及万吨锂盐改扩建项目。
公司规划生产设施的一系列扩产以满足锂需求的不断增长，巩固锂产品行业的领先地位。公司在新余基础锂厂投资建设的年产2万吨单水氢氧化锂生产线和在江西省宁都县建设的年产1.75万吨电池级碳酸锂生产线于2019年达产达标，不断增加产能；公司拟在新余基础锂厂建设一条年产5万吨电池级氢氧化锂生产线，计划于2020年投产。公司将根据未来锂产品的市场需求变化和评估选择扩充产能，并计划于2025年形成年产10万吨矿石提锂、10万吨卤水提锂的LCE产能。
为支持未来增长，公司拟进一步开发及升级现有锂电池生产，开展新一代固态锂电池技术研发和产业化建设。公司通过在东莞桥头镇工业园建设的3000万只/年全自动聚合物锂电池生产线及在新余高新区建设的年产6亿瓦时高容量锂离子动力电池生产线，不断汇聚人才、积累专业知识及技术，为未来固态锂电池的生产奠定坚实基础。第一代固态锂电池研制品已通过多项第三方安全测试和多家客户送样测试，公司投资建设的年产亿瓦时级第一代固态锂电池研发中试生产线，计划于2019年下半年建成投产，将加速固态锂电池技术的商业化进程。
2019年上半年，赣锋循环二期项目“12000t/a三元前驱体扩建项目”启动，预计建成投产后废旧锂电池处理能力可达10万吨。公司通过扩充锂电池回收业务产能及在回收及再利用报废电池方面的专长继续向下游拓展业务。
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