165438+1October 25th 10, the third auction of 54.2857% equity of Wei Mining officially started, with a starting price of 200 million yuan. The First Financial Reporter learned that the auction heat of Si Nuo Weiwei Mining is no less than that of May this year. It only took 22 minutes, and 26 bids reached the highest price in the first auction, which triggered the fuse mechanism.
Judging from the bidding records, only two people participated in today's auction. The bidder whose bid number is "J9682" bids first, and each bid only increases by 6,543,800 yuan, while "V8629" wants to "make a quick decision". The last bid today directly increased the price by 54 million yuan to reach the highest price, thus gaining the first opportunity.
At present, the share price of Wei Mining is 400 million yuan, double the starting price. The second round of bidding is expected to start within 48 hours after the end of the first round of bidding, and each round of bidding will increase by 200 million yuan, reaching the maximum price of this round.
Who are the five people hunting lithium mines?
Wei Mining's equity auction attracted open competition from three listed companies.
The first "official announcement" was made by GCL Energy Technology Co., Ltd. (0020 15. SZ, hereinafter referred to as "GCL Energy"). GCL Energy Division165438+1October 14 issued the Announcement on Participating in the Bankruptcy and Reorganization of Si Nuo Wei Company, announcing the selection of investors to participate in the reorganization of Si Nuo Wei Mining, so as to obtain the controlling right of Si Nuo Wei Mining.
The First Financial Reporter learned from people familiar with the matter that GCL GCL has completed the acquisition of 99% of the creditor's rights and 43% of the equity of Si Nuo Wei Mining, hoping to further win the latter's nearly 54.3% of the equity, so as to gain the controlling stake of Si Nuo Wei Mining.
A week later, Shengxin Lithium Energy Group Co., Ltd. (002240. Shenzhen (hereinafter referred to as "Shengxin Lithium Energy") has also issued the Announcement on Intending to Participate in the Equity Auction of Wei Company. According to the announcement, Shengxin Lithium intends to authorize the management of the company to participate in the equity auction of Wei Mining within the scope of not exceeding the audited net assets of the company at the end of last year (5.098 billion yuan).
In view of the fact that Shengxin Lithium can bid for the exploration right of a lithium mine in such a large amount, Shenzhen Stock Exchange quickly issued a letter of concern, asking it to explain the rationality and fairness of determining the upper limit of the bidding price. As of press time, Shengxin Lithium Energy did not reply to this.
On the eve of the official launch of Wei Mining, Suzhou Tianhua Chaojing Technology Co., Ltd. (300390. SZ (hereinafter referred to as "Tianhua Chaojing") issued the "Announcement on the Subsidiary's Plan to Participate in the Equity Auction of Wei Company" and agreed that Yibin Tianyi Lithium Industry Technology Co., Ltd., a subsidiary, would participate in the equity auction of Wei Mining.
In addition to the "winning numbers" presented by the above three companies, Rongjie and Chuanneng Power were also exposed to participate in the auction. These companies are willing to fight for the equity of Wei Mining, all for the lithium industry.
In recent years, with the rapid development of global new energy vehicles and energy storage industry, the market demand for lithium products is strong. Correspondingly, the price of lithium resources known as "white oil" has also continued to soar, attracting the layout of upstream and downstream enterprises in the new energy industry. At the beginning of 20021,the average price of battery-grade lithium carbonate in China was about 50,000 yuan/ton. Since 1 1 this year, the price has risen to about 600,000 yuan/ton, with a cumulative increase of 1 1 times.
There is a "hot spot" behind Wei Mining, which is deeply mired in the crisis of bankruptcy and reorganization-the exploration right of Delanon Bali Mine. The lithium mine belongs to the Sichuan Methyl Card spodumene mining area, with an area of 1. 14 square kilometers, a resource reserve of 24.924 million tons, and a planned production capacity of 1 10,000 tons/year, and belongs to a medium and large lithium mine.
When talking about the reasons for bidding for the equity of Wei Mining, the announcements of the above three listed companies all emphasized the importance of lithium resource reserve. Shengxin Lithium Energy said in the announcement that as a lithium salt producer, the company's production capacity has been expanding, and the demand for lithium ore resources has gradually increased. The success of Wei Mining will provide a strong resource guarantee for the expansion of lithium salt production capacity of the company, which is conducive to enhancing the competitiveness of the company in the new energy field of lithium batteries.
Hidden risks under hot speculation
There is no doubt that the above-mentioned companies robbed "lithium" because of resource strategy considerations, but it is worth noting that the robbed lithium mine is actually a "defective" mine.
According to public information, Wei Mining was established in 2008, and in June 2009, it officially obtained the exploration right of Dechabangba quartzite mine. June 20 13, Wei Mining Company applied to change the exploration minerals into lithium ore and quartzite ore. After many years, the company has repeatedly applied to reserve the exploration right, but the development results of the mine have not been announced.
In addition, the exploration right of lithium mine owned by Wei Mining has not yet been determined. According to the announcement issued by the bankruptcy administrator of Wei Mining, the exploration right of Dechabangba lithium mine owned by Si Nuo Wei Mining expired on June 30th, 20021,and it has been reserved for three times before, and it is still reserved for the fourth time. Because the exploration right has not been reserved for the fourth time, the manager does not promise to handle the transfer procedures for the intended investors.
In addition, because Wei Mining is suspected of violating laws and regulations in the stage of obtaining exploration right certificate and supplementing minerals, relevant management departments are organizing investigations, and the work of retaining exploration right is slow, which may lead to the risk of losing exploration right.
The reporter once learned from the insiders of Wei Mining that it is still unknown whether and when the fourth lithium mine exploration right reservation can be successful.
In addition, at present, Wei Mining Company is in the stage of bankruptcy and reorganization. As of June 30th, 20021year, the detailed exploration rights of lithium ore and quartzite ore owned by Wei Mining were estimated to be 974 million yuan. However, the company's first-instance creditor's rights (including confirmed) exceeded 654.38+0.6 billion yuan, and finally the market value of all shareholders' income was estimated to be-930 million yuan.
In February 2020, 54.3% of the shares of Wei Mining were auctioned on the platform. At that time, the starting price was 849 million yuan, and the asset appraisal price was1.21.300 million yuan. However, in the end, the auction was forced to stop because "outsiders opposed the seizure of the subject matter". In May this year, the equity of Wei Mining was re-listed at the starting price of 3.35 million yuan, which was looted by many parties. Finally, it was successfully won by a natural person named Tan Wei at a sky-high price of 2 billion yuan, but in the end, the bidder regretted the auction.
This is the third time that 54.3% of Wei Mining's equity has been put on the auction platform, and whether this auction can finally reach a deal still needs to be questioned.