The "temporarily slow" shares of the Tibetan Mount Everest Salt Lake lithium lifting project resurrected the waves, and the Shanghai Stock Exchange urgently inquire

00 00 柘 (SZ002346, the stock price of 14.40 yuan, a market value of 6.359 billion yuan) announced on the evening of September 15 that the company failed Materials Technology (hereinafter referred to as Qidi Qingyuan) reached an agreement on the relevant cooperation plan. The company decided that the agreement with the relevant parties in the "Cooperation Framework Agreement" was temporarily relieved.

"Daily Economic News" reporter noticed that Langzhong, Tibet Mount Everest, and Qidi Qingyuan planned to produce 50,000 tons of lithium carbonate salt lake construction project (hereinafter referred to as 50,000 tons of lithium lifting projects) for Argentina Lithium Potassium Co., Ltd. (hereinafter referred to as 50,000 tons) Expand Cooperation. This project is also one of the Tibet Mount Everest Dingdu Ridings. Tibet Mount Everest Plan cooperated with Qidi Qingyuan and Zhejiang Songdu Lithium Industry Technology Co., Ltd. (hereinafter referred to as Songdu Lithium) in this project, but the cooperation was finally blown. Tibet Mount Everest subsequently focused on the shares of Langzhong, but at present, the cooperation between the two parties also encountered twists and turns.

On the evening of September 15, Tibet Mount Everest issued an announcement saying that although it was affected by relevant changes, the company's plan to promote the 50,000 tons of lithium -lifting projects is actively acting. Strive and ensure.

西 柘 柘 announced the suspension of cooperation with Tibet Mount Everest

According to the announcement of the Langzhongzhong Co., Ltd., after the company negotiated with the Tibet Mount Everest and Qidi Qingyuan, Tibet Mount Everest proposed that the company signed the "Cooperation Agreement" signed by Tibet Mount Everest and the former partner Song Du Lithium and Qidi Qingyuan on the salt lake lithium lifting project. Project cooperation with the same conditions.之 之 柘 柘 fails to reach an agreement with the above cooperation plan.

At the same time, Langzhong's shares said that through public information, it was learned that the "Cooperation Agreement" signed by the Lithium Department of Tibet and the Songdu Department of the Song Dynasty, and Qidi Qingyuan. In August this year, the "Cooperation Agreement" was unilaterally lifted. As of now, the matters of the Lithium of Tibet and Song Du and Qidi Qingyuan's "Cooperation Agreement" have still survived, which may lead to disputes or litigation.

"In view of the major uncertainty of the above matters, it is impossible to continue to promote cooperation. After careful decision -making, the company's agreement with the formal cooperation agreement with the company with Tibet Mount Everest and Qidi Qingyuan is temporarily relieved." say.

On August 19, the announcement of the Langzhongzhong shares disclosed that the company signed the "Cooperation Framework Agreement" with the company's Everest and Qidi Qingyuan. The agreement stipulates that Tibet Mount Everest has determined that the adsorption, separation and crystallization evaporation complete set of equipment, technical services, franchise operations and commissioned operations of the 50,000 tons of lithium -lifting projects will be implemented by Langzhong and Qidi Qingyuan.

Among them, Langzhong's shares are responsible for the equipment and facilities required by the manufacturing or procurement project, and Qidi Qingyuan is responsible for implementing the project's adsorption, separation and crystallization evaporation complete set of equipment, technical services, franchise operations, and commissioned operations.

According to the agreement, Lizhong shares and Qidi Qingyuan will collect investment through equipment models, collect salt lake product processing fees and operating rewards, and obtain reasonable returns.

At the time, the "Cooperation Framework Agreement" involved the development of lithium salt lake lithium lifting projects. It is expected to use the company's investment experience in the field of lithium battery materials and new energy to promote the company to meet the national industrial policy and meet the company's future strategic direction develop.

At that time, the three parties confirmed and agreed that they should sign the formal cooperation agreement within 20 working days after the signing of the "Cooperation Framework Agreement" and fulfill their internal decision -making and letter procedures. However, with the public statement of Langzhong's shares, it may be difficult to sign the formal cooperation agreement on schedule.

Photo source: Photo Network-500686958

50,000 tons of lithium lifting projects still need to be injected by funds

This is not the first time that the 50,000 -ton lithium lifting project has encountered twists and turns.

In September 2021, the Tibet Mount Everest released a fixed increase plan. It is planned to issue shares to raise 4 projects in 4 projects, including 50,000 tons of lithium -lifting projects. The total investment of 50,000 tons of lithium -lifting projects was 4.554 billion yuan, and 3.7 billion yuan was planned to use raised funds.

The fixed -increase plan shows that the 50,000 -ton lithium bonus project is intended to build a lithium salt lake in Anhleles in Salta Province, Argentina. The goal is to build a large -scale large -scale large brine lithium mine project. At that time, the listed company said that according to the calculation of a battery -level lithium carbonate including 90,000 yuan/ton, the project's postpartum operating income was 3.982 billion yuan/year, and net profit was 1.352 billion yuan/year.

In January of this year, Tibet Mount Everest adjusted the Dating Plan. After the adjustment, the total investment of 50,000 tons of lithium -lifting projects was 4.497 billion yuan, and 3.85 billion yuan was planned to use raised funds. After the project is reached, the operating income is expected to be 4.52 billion yuan/year, and the net profit will be 1.942 billion yuan/year.

In February, Tibet Mount Everest announced that Qidi Qingyuan signed a BOT contract with a total price of 1.6 billion yuan on the 50,000 -ton lithium lifting project. , And recover the investment through the equipment processing and collection of salt lake product processing fees, obtain reasonable returns, and transfer it to Tibet Mount Everest for free.

In mid -March, Tibet Mount Everest announced that Tongqi Qingyuan and its consortium Songdu Lithium has completed the signing of the "Cooperation Agreement" of 50,000 tons of lithium lifting projects. Established on March 9 this year, Songdu Lithium is a holding subsidiary of Songdu (SH600077, stock price of 3.49 yuan, and a market value of 4.677 billion yuan) under the listed company of Songdu Group.

At the beginning of the cooperation, Tibet Mount Everest stated that the Lithium of Song Du has not yet possessed the professional knowledge reserve, technology, and personnel of the 50,000 tons of lithium lifting projects. Technical services such as technical protection and equipment supply have the risk of insufficient collaborative efficiency on the construction period due to initial cooperation.

In a word of words, Tibet Mount Everest announced on August 19 that when the company followed up in the future, it was learned that the other party had not fulfilled the relevant contract responsibilities and obligations. After the listed company said that after issuing a letter, Qidi Qingyuan replied part of the delay in partial performance of the supply obligations. Tibet Mount Everest said that it officially wrote to the two companies on August 18 to unilaterally terminate the "Cooperation Agreement".

In addition, Tibet Mount Everest announced simultaneously the cooperation with Lizhong and Qidi Qingyuan.

During the response to the Shanghai Stock Exchange, Songdu said that during the diligence period, the Songdu Lithium Team carried out a lot of basic work simultaneously. The human resources team widely recruited talents and the financing team to actively contact international financing channels in various ways. , To negotiate import and export banks and other institutions and legal teams to actively carry out investigation.

"Song Du Lithium and Qidi Qingyuan worked hard to promote the work under the" Cooperation Agreement "and" Supply Agreement "item, continue to promote delivery work, and promote as much as possible in accordance with the plan of the" Cooperation Agreement "at that time." Song Song. "Song Called shares.

Regarding the situation where Songdu Lithium has not yet made funds on equipment procurement funds, Song Du shares said that the providing performance guarantee to the Lithium of Songdu to the Lithium of the Tibet is the prerequisite for the effectiveness of the cooperation agreement. Based on the cooperation agreement, the Songdu Department of Lith The cushion should not be paid; the Tibet Mount Everest did not issue the "Environmental Impact Report" in accordance with the contract agreed to the Lithium of Song Du.

It is a pity that the cooperation with Tongzhong shares has not been able to advance smoothly for the time being.

It is worth mentioning that the fixed increase in Tibet Mount Everest is still yet to be implemented. According to the company's half -annual report in 2022, its fixed increase application materials are basically ready, and matters are being promoted in an orderly manner.

On the evening of September 15, the Shanghai Stock Exchange urgently issued a question to Tibet Mount Everest, asking the company to explain in detail the progress of the project, the progress of the relevant contract performance, and the company's response measures.

Daily Economic News

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