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金川國際(2362.HK)拉昇漲逾90% 消息稱寧德時代考慮以1.5倍市價收購10%股份

格隆匯8月26日丨金川國際(2362)午後一度直線飆升逾90%報2港元,股價創2018年3月以來新高,目前漲幅維持在40%左右,市值187億港元。

外媒稱寧德時代考慮以超過市價的1.5倍收購金川國際10%的股份。知情人士稱,商議尚處於初期階段,寧德時代可能會做出不購買的決定,交易可能需要政府批准。

為特斯拉供應電池的寧德時代控制着全球電動汽車電池市場約30%的份額,領先於韓國LG約25%的份額。8月13日,寧德時代董事會批准了582億元的定向增發方案,資金主要用於擴產。

金川國際在剛果經營項目,公司年報顯示在2020年生產了4200噸鈷。其附屬公司Kinsenda地下礦山精礦銅含量超過3.05萬噸。2020年年度報吿顯示,Kinsenda正在剛果民主共和國開發Musonoi項目。金川表示,該項目已獲得所需的內部和政府批准,建設正在有序進行。據投資者介紹,該項目預計每年生產7400噸鈷和3.8萬噸銅。

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