贛鋒鋰業(002460.SZ):擬以不超9.62億美元收購Lithea公司不超100%股份、其擁有兩塊鋰鹽湖資產
格隆匯7月11日丨贛鋒鋰業(002460.SZ)公佈,公司於2022年7月11日召開的第五屆董事會第四十五次會議審議通過了《關於贛鋒國際或其全資子公司收購Lithea公司100%股份涉及礦業權投資的議案》,同意全資子公司贛鋒國際有限公司(“贛鋒國際”)或其全資子公司收購Lithea公司不超過100%股份,此次收購總對價不超過9.62億美元,該收購總對價包含Lithea公司全部股權價值及公司將承擔的Lithea公司相關債務的價值。
此次交易完成前,公司未持有Lithea公司的股權;此次交易完成後,贛鋒國際或其全資子公司將持有Lithea公司不超過100%的股權。授權公司經營層全權辦理此次交易的相關事宜。
公吿顯示,Lithea公司主要從事收購、勘探及開發鋰礦業權,旗下的主要資產PPG項目是位於阿根廷薩爾塔省的鋰鹽湖項目,包括Pozuelos和Pastos Grandes兩塊鋰鹽湖資產。PPG項目目前持有已辦理完成的採礦/勘探許可證有25個。
該礦主要產品為含鋰鹽湖滷水生產的碳酸鋰,主要作為生產鋰電池正極材料的原材料。PPG項目規劃了一期年產3萬噸碳酸鋰的產能,並且視項目所在地自然資源條件情況而定,可擴建至年產5萬噸碳酸鋰的產能。
截止目前,PPG項目的資源量情況仍在進一步勘探中,資源量情況的測算結果如下所示:

此次交易有利於公司進一步加強上游鋰資源佈局,有利於提高公司的資源自給率,增強核心競爭力,符合公司上下游一體化和新能源汽車產業發展戰略。
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