繼續佈局產能 贛鋒鋰業AH股齊漲
格隆匯5月17日丨贛鋒鋰業A股漲超6%,H股漲5%。消息面上,公司宣佈出資10.85億元設合資公司新餘贛鋒礦業,佔62%股權,而新餘贛鋒礦業以10.85億元收購持有金峯礦業松樹崗鉭鈮礦項目的中城德基100%股權。該集團指,該鋰礦項目未有收入,過去兩年虧損,因尚在勘探與建設的初期,存在勘探費用和企業運營的費用。項目位於江西省上饒市橫峯縣,目前擁有1個探礦許可證,勘察面積3.53平方公里,勘探報吿備案合計礦石量2.99億噸,平均品位0.2022%。根據松樹崗鉭鈮礦評估報吿,經評估人員調查、蒐集資料及對當地市場分析,確定該探礦權價值為17.53億元。該集團指,有關交易將提供所需的鋰資源,保障長期穩定發展,有利於提高核心競爭力。公司昨晚還透露,除了在江西省新餘、寧都、上饒等地的產能佈局外,公司也積極考慮在國內的其他地區形成產能,包括內蒙、四川等地未來均有一定規劃。同時公司的海外佈局也較為廣泛,包括阿根廷、墨西哥等地的項目產能,所有的規劃加在一起將在2025年前形成30萬噸碳酸鋰當量的供應能力。
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