四川一鋰礦拍賣遭瘋搶:歷時5天,近百萬人圍觀,從300萬飆至5億!
今天,鋰礦板塊在高價拍賣的刺激下強勢崛起!鋰電池、鹽湖提鋰等相關板塊表現活躍,截至發稿,西藏礦業漲停,藏格礦業、西藏珠峯漲超6%,天齊鋰業、西藏城投漲超4%。

消息面上,5月21日,成都興能新材料持有的雅江縣斯諾威礦業54.29%股權在京東破產拍賣平台落錘, 成交價超20億元。
瘋狂的爭奪戰
四川雅江縣斯諾威礦業發展有限公司54.29%股權的競拍原本要在5月17日上午10時結束,但這次拍賣卻打起了“超長加時賽”。
這場耗時六天五夜起拍價僅為335.29萬元的資產競拍有21人報名,經過了3448次出價,並吸引了981476人圍觀,4068人關注提醒,最終以20億元成交,價格翻近597倍,創下了業內罕見的拍賣紀錄。

截圖來源:京東拍賣平台
對於最終的成交價,業內分析師表示“太瘋狂”。以斯諾威礦業所持鋰礦的儲量計算,該礦的價格達5045.5元/噸碳酸鋰當量。
值得注意的是,競拍人需要付的絕不僅僅是這20億元,有分析人士表示,再加上公司16億元債務,拿下斯諾威礦業54.29%股權成本高達36億元。
同時,該人士也強調,若按照當前鋰價測算,依然合算。但最大風險就在於,鋰這輪週期能夠持續多久。
在當前碳酸鋰價格超過45萬元/噸,企業“有鋰為王”的大背景下,這場拍賣的空前白熱化確實也在情理之中。
鋰資源的戰略地位日益凸顯
鋰礦拍賣價格飆升,反映出鋰資源的戰略地位日益凸顯,同時也可以看出我國正加大國內鋰礦資源開採。
據央視,工信部賽迪研究院近日發佈2021中國鋰電產業發展指數白皮書:
2021年第四季度中國鋰電產業發展指數達到307.6,是2017年的三倍多。從全球範圍來看,中國已連續五年成為全球最大的鋰電池消費市場。2021年,全球鋰離子電池市場規模達545GWh,其中,中國的規模超過了半壁江山。截至2021年底,中國動力電池產能約佔全球的70%,世界10大鋰電池廠家當中,中國佔據6席。
中信證券研報分析,斯諾威礦業股權拍賣高溢價成交凸顯了當前鋰行業的高景氣度和鋰資源爭奪的激烈程度。鋰礦成為制約鋰供應增長的核心環節,礦價的持續走高對鋰價形成支撐,鋰價有望在年中止跌反彈。建議圍繞鋰資源自給率和業績持續性兩條主線選擇標的。
國泰君安也指出,受益於新能源汽車和儲能需求的爆發式增長,鋰資源需求未來有望維持30%以上的複合增速。2022年鋰行業供需矛盾依然突出,且供需缺口在於擴產速度較慢的資源端,因此預計鋰價仍將延續高位運行。
國內鋰礦競拍遭瘋搶,國外也不例外,澳大利亞鋰礦供應商Pilbara在4月底進行的鋰精礦拍賣拍出5650美元/噸天價,較前次拍賣價格上漲140%。
值得注意的是,5月24日,Pilbara將舉行年內第二次鋰精礦拍賣,此次拍賣標的共計5000噸鋰精礦,是該公司歷史上第五次拍賣。
Pilbara的鋰精礦拍賣價格被稱為全球鋰精礦價格走勢的風向標,屆時拍賣價格也將備受關注。
本文綜合自:我的電池網
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