中礦資源(002738.SZ)：擬以1.8億美元收購津巴布韋Bikita鋰礦
格隆匯2月8日丨中礦資源(002738.SZ)公佈，為了增加公司的鋰礦礦產資源儲備，提高公司鋰鹽業務原料自給率，推進公司戰略發展規劃的實施，實現公司的可持續發展。2022年1月29日，公司全資子公司中礦(香港)稀有金屬資源有限公司(“香港中礦稀有”)與 African MetalsManagement Services Ltd (“AMMS”)和 Southern African Metals &Minerals Ltd (“SAMM”)簽署《股份和債權出售協議》，香港中礦稀有擬以基準對價1.8億美元現金收購AMMS和 SAMM合計持有的交易標的1 African Minerals Ltd (“Afmin”)100%股權和交易標的2 Amzim Minerals Ltd (“Amzim”)100%股權。
目前，交易標的Afmin和Amzim合計持有Bikita Minerals (Private) Ltd 公司(“Bikita公司”、“標的公司”)74%權益，Bikita公司主要資產是位於津巴布韋的Bikita鋰礦項目。Bikita正在實施內部重組和股份回購註銷，若Bikita最終內部重組獲得政府審批，則公司將持有Bikita公司99.05%股權及相應關聯債權；若Bikita最終內部重組獲得政府審批且股份回購註銷實施完畢，則公司將持有Bikita公司100%股權及相應關聯債權。
Bikita鋰礦項目處於生產階段，主要產品為品位高、雜質低的技術級透鋰長石精礦和銫榴石精礦。根據 Independent Resource Estimations (IRES) 出具的符合NI43-101規範的資源量估算報吿，Bikita鋰礦區累計探獲的保有鋰礦產資源量為2941.4萬噸礦石量，Li2O平均品位1.17%，Li2O金屬含量34.4萬噸，摺合84.96萬噸Li2CO3當量。SQI6礦體伴生鉭礦產資源量840萬磅 Ta2O5,Ta2O5平均品位186ppm。
此
次交易符合公司積極儲備稀有輕金屬礦產資源，着力佈局鋰電新能源材料和稀有輕金屬(銫、銣)等新興材料產業，完善上下游產業鏈的發展戰略。本次交易完成後，可增加公司的鋰礦礦產資源儲備，提高公司鋰鹽業務原料自給率，保障公司鋰鹽業務中長期原料穩定供應，提升公司主營業務盈利能力和可持續發展能力。
公司作為中國有色金屬行業首批成規模“走出去”的綜合地質勘查公司，2004年在津巴布韋從事地質勘查業務，2009年在津巴布韋成立子公司，目前經營地質勘查、採礦和選礦業務，在津巴布韋當地具有豐富的工作經驗。Bikita礦山交通便利，基礎設施較完善，處於開採階段，有相應的生產設施。項目收購完成後，公司計劃在年內擴大礦山生產規模。
此次交易預計將對公司2022年生產和經營業績產生一定積極影響，對公司中長期鋰輝石和透鋰長石穩定供應有積極影響。
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