隆基機械(002363.SZ)與南氏集團及南氏鋰電簽署投資合作框架協議
格隆匯4月7日丨隆基機械(002363.SZ)公佈,隨着新能源汽車及電池技術的持續發展,新能源汽車取代傳統燃油汽車的速度不斷加快,公司結合行業發展狀況,擬在新能源電池產業鏈展開投資佈局。經友好協商,公司與南氏實業投資集團有限公司(“南氏集團”)、江西南氏鋰電新材料有限公司(“南氏鋰電”)於2020年4月5日簽署了《投資合作框架協議》。
公司擬出資參與設立一隻以新能源為主要投資方向的基金(名稱待定,以設立時工商登記信息為準,“新能源基金”),該基金總規模不超過4億元,其中公司出資額不超過2億元。公司擬通過該新能源基金投資南氏鋰電,協助南氏鋰電戰略發展。
南氏集團立足於宜春“亞洲鋰都”的優質資源,實施產業結構調整與轉型升級,於2017年開始投資進入電池級碳酸鋰產業,從事鋰雲母綜合利用製備碳酸鋰、氫氧化鋰及銣、銫等高附加值產品的研發、生產和銷售,實施構建“鋰電材料前端產業鏈一體化”的發展佈局,實現“採礦-選礦-鋰鹽”完整產業鏈。
南氏鋰電為南氏集團新能源產業鏈的核心企業,為各方此次投資合作的實施主體,南氏鋰電“低品位鋰雲母資源綜合利用製備電池級碳酸鋰及鹼金屬回收關鍵技術及產業化”項目整體技術經專家評審已達到國際領先水平。由南氏鋰電承擔的“低品位鋰雲母資源綜合利用製備電池級碳酸鋰及鹼金屬回收關鍵技術及產業化”項目於2019年11月經中國有色金屬工業協會組織的全國專家評定,被授予“2019年度中國有色金屬工業科技技術一等獎”。根據中國有色金屬協會鋰業分會數據,2019年上半年南氏鋰電電池級碳酸鋰產品產量居全國第三位。
因此協議屬於框架協議,具體投資協議尚未簽訂,對公司具體業務的影響與協同效應將取決於後續正式投資協議的簽訂情況,暫時無法預計對公司本年及以後年度經營業績造成的影響。
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