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盛新鋰能(002240.SZ):與國城集團擬積極合作推動金鑫礦業恢復生產經營
格隆匯 03-28 21:00

格隆匯3月28日丨盛新鋰能(002240.SZ)公佈,國城控股集團有限公司(“國城集團”)於2022年2月23日與福建眾和股份有限公司(“眾和股份”)簽署了《戰略合作協議》,將推進眾和股份的司法重整,恢復其經營能力。並在同期由國城集團關聯公司海南國城常青投資合夥企業(有限合夥)和廣州國城德遠有限公司一起向眾和股份重要子公司馬爾康金鑫礦業有限公司(“金鑫礦業”)共計增資42880.42萬元,獲得金鑫礦業增資後註冊資本的50%股權。

公司全資子公司四川盛屯鋰業有限公司於2022328國城集團簽署了戰略合作框架協議雙方擬積極合作推動金鑫礦業恢復生產經營,並由國城集團積極促成盛屯鋰業與金鑫礦業的採購銷售合作。

隨着全球新能源汽車和儲能行業的快速發展,鋰產品市場需求旺盛;由於礦山開發週期較長以及疫情等原因,近幾年國內外鋰礦山的投資開發和生產建設進度較慢,導致鋰礦石供應短缺。在上游供應相對緊張及市場需求快速上升的雙重刺激下,鋰礦石價格持續上漲,根據亞洲金屬網的數據,鋰精礦價格由2021年年初的405美元/噸漲至2810美元/噸。鋰礦石成為制約鋰電新能源行業發展的瓶頸,保障鋰礦石原料持續穩定的供應已成為各鋰鹽生產企業的最重要工作之一。

公司作為領先的鋰鹽生產企業,產能規模快速增長,對鋰礦石原料的需求亦快速增長。目前市場上鋰礦石供應較為短缺,鋰鹽生產企業從市場採購鋰礦石的渠道相對受限。如果本次合作事項得以順利進行,將為公司鋰鹽產能的擴張提供強有力的資源供應保障,有利於提升公司在鋰電新能源領域的競爭力、增強公司的盈利能力,符合公司的發展戰略。

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