"Lithium -related" was "broken up" in half a year, and the Lithium Salt project of the Argentine Argentine in Tibet kicked the Songdu shares out of the game!

Author:Securities daily Time:2022.08.20

Our reporter Wu Wenjing Shuya Xinjiang Songdu has entered the lithium industry for less than half a year, but was unilaterally announced by the partner Tibet Mount Everest. On the evening of August 18, Tibet Mount Everest announced the termination of the contract with Zhejiang Songdu Lithium Industry Technology Co., Ltd. (hereinafter referred to as "Songdu Lithium"). According to the announcement, Tibet Mount Everest has signed a three -party "Cooperation Framework Agreement" with the A -share listed company Tanzhong and Qidi Qingyuan (Shanghai) New Material Technology Co., Ltd. (hereinafter referred to as "Qidi Qingyuan"). That night, Langzhong also announced the signing of this framework agreement. In the morning on August 19, Songdu announced that it was informed that the Holding subsidiary Song Du Lithium Department received the "Removal Notice" sent by Tibet Mount Everest on the evening of August 18. The cooperation agreement will be announced, and the company will verify the specific reasons with the Tibet Mount Everest. On the evening of August 18th, Songdu shares rose by 20%of the stock price of three consecutive trading days from August 16th to 18th to disclose the announcement of the stock price. On August 19, affected by the above -mentioned "breakup" news, Songdu shares closed down. The premise of providing performance guarantees for the agreement said that Tibet Mount Everest has not yet fulfilled the matter back to March of this year. Participate in Argentina Lithium Potassium Co., Ltd. with an annual output of 50,000 tons of lithium carbonate salt lake lithium lifting projects. The Songdu Lithium Sciences set the capital to all contract equipment 1.6 billion yuan. According to the agreement, Song Du Lithium has the right to charge 8%interest rates of 8%in accordance with the cushion amount. In the past, the partners were now dismantling. In the announcement of the cooperation, Tibet Mount Everest pointed out that the Songdu Lithium Department broke the contract before terminating cooperation with it. Tibet Mount Everest said that when the company followed up in the future, the company learned that the other party had not fulfilled the relevant contract responsibilities and obligations. Later, after the formal letter and requesting rectification were formally issued to the two units, Qiudi Qingyuan's replies part of the delay in partial performance of the supply obligations. According to the Songdu announcement, on August 9, after the Songdu Lithium received a reply from the question involved after receiving the Tibet Mount Everest, at the same time, it was urged to implement and fulfill the contract items under the contract item in time. Proposal and obligation. Listed companies have hired a team of professional lawyers to do their best. Before receiving the termination notice, they have also dealt with the application visa to go to Argentina. On the morning of August 19th, a reporter from the Securities Daily contacted the relevant person in charge of Songdu. The other party emphasized that Tibet Mount Everest did not perform the guarantee obligations of the guarantee first, and the company did not have breach of contract. ,其实是提供借款的形式,这一点在合作协议中也已经约定了西藏珠峰需要对此履行担保义务,这是合同生效的前提条件,而对方截至目前还未提供履约担保。”事实上, According to the cooperation agreement disclosed on the evening of March 13th, the Songdu shares show that "Party A Tibet Everest, Party B consortium (Party B is one of the Song Du Lithium, and Party B is enlightened Qingyuan)." After the chapter is established, when all the following matters are met, this agreement takes effect. (A) The signing of this agreement A and B have obtained the necessary approval and authorization after the decision -making procedure; Effective on the date of signing and stamping. (C) Party A has provided performance guarantee in accordance with the agreement of "Performance Guarantee" in accordance with the cooperation agreement and the agreement agreed in the joint agreement. " Decision procedures, obtaining necessary approval, Tibet Mount Everest has not provided performance guarantees in accordance with the agreement. These two points are not met with the prerequisite for cooperation agreements. Unilaterally unilaterally terminated cooperation on the grounds of failure. "The relevant person in charge of Songdu shares bluntly said to reporters. In addition to the failure of the guarantee of Tibet Mount Everest, the actual early project environmental assessment and other work were not implemented. Lawyer Shen Lidong of Jingheng Law Firm told the Securities Daily reporter: "The agreement signed by the above parties is in a state of establishing but not effective. At present, there is still controversy in whether it can terminate such contracts." According to " Article 119 of the Civil Code stipulates that the contract established in accordance with the law is legal binding on the parties. "Therefore, an unprepared contract has been established, and it is still restrained. The termination of the contract that has been established when it has been established is manifested as the general form of restraint given by the party's autonomy to enter the contract relationship. The protection effect before the effectiveness of the effectiveness or the statutory special form of restraint. "Shen Lidong believes," Back to the background of this contract, whether the Tibet Mount Everest is legally lifted. The specific terms of the cooperation agreement and the previous performance of all parties are determined. "Songdu shares the first trial cross -border housing enterprise transformation channel barrier and since the announcement in March, since the lithium industry, Songdu shares of the old housing companies have received the capital market. Attention, once the news was announced, the stock price had daily limit for 7 consecutive trading days. It is reported that among the original cooperation projects involved in the purchase amount of 1.6 billion yuan of equipment, Songdu Lithium has the right to charge an annual interest rate of 8%in accordance with the cushion amount.

At the same time, during the cooperative operation period, Tibet Mount Everest will be paid to the Songdu Lithium and Qidi Qingyuan every month in accordance with the agreement on the agreement. Essence Regarding cross -border, there are different voices within the capital of the Song Dynasty. Three of the independent directors invested a voter of abstaining the matter and believed that the company's diversified operations could disperse risks, but at the same time, it entered a strange field to increase a certain unknown risk. The six internal directors of Songdu shares believe that in the process of innovation business development, the company will put risk control in the primary position, actively develop innovation in new fields, establish its own technical team, and strive to create a new situation in the company. In fact, since last year, due to the influence of internal and external environment, many housing companies have begun to seek transformation. The main industry of Songdu Co., Ltd. is also facing growth pressure, trying to find new development space by enriching the business line. Bruna Xin, vice president of the China International Science and Technology Council Science and Technology Industry Investment Branch and executive director of the strategic investment think tank, also told the Securities Daily reporter: "Most real estate companies seek transformation, and they need to be trial. The domain development of mergers and purchases as the best policy, it is also more likely to be accepted by regulatory authorities and investors. "Facing the twists and turns of this cross -border encounter, Songdu said that the cooperation may face the risk of termination, and the company will use the risk of controlling control as the risk as the risk as the risk as the risk as the risk as the risk as the risk as the risk as the risk as the risk as the risk as the risk as the risk as the risk as the risk as the risk as the risk as the risk as the risk as the risk as the risk as the risk as the risk as the risk as the risk as the risk. The first priority is to treat the development of such business matters. The other protagonist of the Argentine Lithium Salt Project of Tibet Mount Everest and the cooperation parties, the other protagonist of another cooperation in the storm of the storm of the storm, has attracted much attention from the market's resources for holding Argentina's salt lake lithium lifting project resources. According to the data, the Tibet Mount Everest Sundan Company Argentine Lithium Potassium Co., Ltd. in May 2016 and Salta Survey Co., Ltd. signed a 28 -year "UT joint venture agreement". Due to the disputes and disputes around the UT agreement, the two parties were in Since the fourth quarter, the UT associates have not achieved sales, and the UT protocol parties have no income, and related products are still in the inventory state. The Lithium salt project that Tibet Mount Everest decided to invest in development was also affected. The turnaround occurred after Shengxin Lithium became a actual controlling shareholder of Salta exploration in 2021. After communication, the two sides began to promote the resolution of disputes. According to the latest announcements on August 13 this year, Tibet Mount Everest, Argentina Lithium Cosmos signed a cooperation agreement with Shengxin Lithium and Salta Exploration, etc., and reconciled to cooperate with business disputes. In addition to the rights and obligations of the UT projects, this cooperation agreement also determines that Tibet Mount Everest and Argentina Lithium Potassium will independently invest in the development of 50,000 T / A lithium carbonate in the scope of the mining rights scope of Di Bridis Salt Lake. Lithium salt production project. However, the local disputes in Argentina have just made progress, and the "disassembly" incident in Tibet Mount Everest also occurred with domestic partners. The company admits that the cooperation with the Lithium Department of Song Du and Qidi Qingyuan is "based on the behavior and facts of the contract" by the Lithium of Song Du and Qidi. At the same time, the company's lithium -lifting projects involved in the Salt Lake lithium -lifting project involved in the three parties "Cooperation Framework Agreement" involved in the "cooperation framework agreement" involved in the company's shares and Qiyi Qingyuan. Essence Judging from the situation of listed companies, the lithium industry sector has not yet brought gain to Tibet Mount Everest. In the first quarter of 2022, the company's net profit was 60.06%year -on -year. However, in the capital market, Tibet Mount Everest has been favored by capital. Zijin Mining has previously attracted widespread attention. Xuan Jiyou, the director of Qianmen Asset Investment Research, told a reporter from the Securities Daily that the cost of lithium lithium raising is low and the profit space is relatively large. In terms of market production cycle, lithium resources scarcity, and downstream new energy market situation It is expected that lithium resources will not form a relatively weak balance until 2025. In the next to two years, the market still has expectations for the profit status of Lithium companies such as Tibet Mount Everest. In addition, there are certain expectations for the participation of state -owned assets and even the main Tibet Mount Everest. It is worth noting that Tibet Mount Everest released the 2022 annual fixed increase plan (revised draft) in January this year, which is planned to raise 8 billion yuan, of which nearly half of the funds will be used for "Argentina Lithium Potassium Co., Ltd. with an annual output of 50,000 tons of carbonated carbonated carbonate. Lithium Salt Lake Lithium Surveying Projects "and" Argentina Tosa Co., Ltd. Lithium Salt Lake Resources Exploration Project ". After the Argentine lithium -energy business has changed multiple times, the "Securities Daily" will continue to pay attention to reports on the progress of Tibet Mount Everest Dingdo and proposed investment projects. Picture | Site Cool Hero Bao Map.com

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