Ganfeng Lithium Industry Overseas Lithium Mine acquisition of dust settled lithium resource supply should be "grabbing" continuous

Reporter Cao Qi

After three years, Ganfeng Lithium finally won 100%equity of Bacanora.

On August 9, Ganfeng Lithium announced that the company received a notice from Shanghai Ganfeng from the subsidiary of Shanghai Ganfeng recently. Shanghai Ganfeng has completed the acquisition of Bacanora's offense. At present, Shanghai Ganfeng holds 100%equity of Bacanora. Bacanora's Sonora project is a lithium clay lithium project in Mexico. It is currently one of the world's largest lithium resource projects. The total lithium resource volume is about 8.82 million tons of lithium carbonate.

The acquisition lasted three years

In addition to the abundance of lithium resources, there are some unique advantages of lithium clay resources. For example, the lithium lifting process of the Sonora project is characterized by the advantages of both lithium and salt lake lithium, which can be short at the speed of lithium -like lithium lifting in the shortage. The lithium lifting process can be completed within the time, and the lithium lifting can also be completed at a lower cost of lithium lithium like brine.

In order to hold Bacanora and Sonora projects 100%, Ganfeng Lithium has been planning for a long time. As early as June 2019, Ganfeng Lithium Announcement and Agreement Company or Shanghai Ganfeng subscribed for Bacanora's new shares with its own funds of 14.4091 million pounds to invest in the Sonora project company at the level of 7.563649 million pounds of its own funds. Later, Shanghai Ganfeng held no more than 29.99%of Bacanora and held a Sonora project with no more than 22.5%of the equity.

In May 2021, Ganfeng Lithium agreed that Shanghai Ganfeng would ask Bacanora to acquire Bacanora with no more than 190 million pounds; at the end of 2021, Ganfeng Lithium claimed to receive a notice from Shanghai Ganfeng. matter. Recently, Shanghai Ganfeng has completed the acquisition of Bacanora's offer, and currently holds 100%equity of Bacanora. The reporter noticed that Ganfeng Lithium also increased its capital to the Sonora project, and also increased the shareholding ratio from 22.5%to 50%.

"Salt lake lithium lifting needs to be equipped with salt fields, brine stalls and other links, so the construction cycle will be relatively long, while clay mine has some advantages of lithium lithium lifting, and the construction cycle is shorter than salt lake lithium." Ganfeng Lithium Industry Technology Department Relevant persons in charge revealed to reporters, "Clane Mine is similar to lithium lithium salt lake, such as low energy consumption, and the cost is naturally lower."

Lithium salt processing profit compression

Recently, the world's largest lithium producer, American Yabao, said that due to the continuous supply of lithium cities, it is still difficult for automakers to escape the "lithium war" by 2030 before 2030.

According to the data of Shanghai Nonferrous Network, since late July, the price of lithium carbonate of battery -level lithium carbonate continued to rise slightly. On August 8, the spot quotation of the battery -level lithium carbonate increased by 1,500 yuan/ton, with an average price of 473,000 yuan/ton, setting a set of nearly 3 months, which was nearly 3 months, which was nearly 3 months. New high since.

Huaxi Securities's environmental protection low -carbon Yanzon team analyzed that "the domestic lithium salt quotation has opened up this week. It is expected that the backstream market demand is hot and the supply of Qinghai Salt Lake in the fourth quarter. rise."

In this regard, an industry insider engaged in the lithium -related work of salt lake told reporters that "in winter, the temperature of the salt lake area in Qinghai will indeed have a adverse effect on output."

At the same time, the price of lithium mine is also rising. Australian lithium ore vendor Pilbara (Pilbara) previously announced that the eighth lithium concentrate auction was held on August 2, and the final transaction price was $ 6350/ Tons (5.5%quality, FOB Heidlan Port), which is 2.6%from July 13, is flat from June 23. It is expected that China is US $ 7012/ton.

Shanghai Nonferrous Network Data also shows that on August 8th, the average price of spindle concentrates exceeded $ 5,000/ton to $ 5030/ton. "Now the cost of taking ore has a large increase, and the processing cost of processing is relatively stable." The industry insiders said, "Assuming that it is 6%of the lithium concentrate taste, if you want to produce a tons of lithium carbonate, you need to consume about 7 tons of lithium lithium. Essence. "

In this context, many lithium salt processing manufacturers have been compressed. "According to Pilbara August, the price of lithium semen auction was calculated, and the net profit after deducting income tax and the remaining costs of lithium salt factory has been less than 30,000 yuan/ton. In terms of net profit of 160,000 yuan, the profit space has been significantly reduced. "West China Securities's environmental protection low -carbon Yanzon team analysis said.

The aforementioned industry insiders told the "Securities Daily" reporter, "The company has been looking for the right lithium ore, but the excessive price is expected to cause lithium miners to sell. It is too difficult to find the right lithium ore in the high cost."

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