天齊鋰業(09696.HK):擬以1.5億美元參與SM的A輪股權融資 投資新能源產業鏈下游車企
格隆匯7月13日丨天齊鋰業(09696.HK)公佈,根據戰略發展需要,公司於2023年7月13日召開第六屆董事會第五次會議,審議通過了《關於全資子公司對外投資暨簽署<股份認購協議>的議案》。公司全資子公司天齊鋰業香港擬以認購新增註冊資本的方式與smart Mobility Pte. Ltd.(以下簡稱"SM")簽署《認購協議》。SM現有主要股東為浙江吉利控股集團有限公司(以下簡稱"吉利控股集團")及梅賽德斯-平治股份公司(以下簡稱"梅賽德斯-平治")。
本次擬簽訂的《認購協議》約定,公司計劃作為領投方以1.50億美元(按照2023年7月13日中國外匯交易中心受權公佈的人民幣匯率中間價折算,摺合人民幣約10.73億元)的自有資金參與SM的A輪股權融資(以下簡稱"本輪融資"),認購其發行的17,605,633股A類普通股。SM本輪融資的總計融資額度為2.50億美元至3.00億美元。
據悉,SM為一家根據新加坡法律註冊成立的股份有限公司,為智馬達汽車有限公司(smartAutomobileCo.,Ltd.,以下簡稱"智馬達")控股股東,智馬達的主營業務為新能源汽車的製造與銷售。根據SM對外公佈的數據,2023年6月,SM在中國市場交付量為3,829台,較上月環比增長近46%;2023年上半年在中國市場累計交付量為23,540台。海外市場方面,SM旗下精靈#1車型已在德國、法國開啟交付,並計劃在其它歐洲市場陸續上市並交付。
此次交易的資金為公司自有資金,不會對公司該年度的財務及經營狀況產生重大不利影響,也不存在損害公司及全體股東利益的情形。此外,此次投資將加深公司與下游產業鏈的合作,為公司展開業務拓展新的觸角和反饋,有利於公司在踐行垂直一體化發展戰略的同時探索產業鏈循環發展的機會。新能源汽車作為鋰電產業鏈的最末端,也是最接近需求端的窗口,從公司長遠發展的戰略方向而言,此次投資預計將為公司未來的業務發展帶來積極影響。
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