On February 26th, the 65,438+10,000 tons lithium salt project of Xinjiang Nonferrous Metals Industry (Group) Co., Ltd. started, marking the official start of the world's largest lithium resource mining, dressing and smelting integration project. The following small series brings the largest 10,000-ton lithium mine project to start, which is of great benefit to you. Let's have a look.
The world's largest lithium resource mining, dressing and smelting integration project started.
On February 26th, Xinjiang Nonferrous Metals Industry (Group) Co., Ltd. started the 65,438+10,000-ton lithium salt project, which marked the official start of the world's largest lithium resource mining, dressing and smelting integration project.
It is reported that the 654.38+10,000-ton lithium salt project of Xinjiang Nonferrous Metals Group is part of the group's 3 million-ton rare metal mining, dressing and smelting industrial chain in Dahongliutan, Hotan. The first phase of construction is 75,000 tons/year, including 30,000 tons of lithium carbonate, 30,000 tons of lithium hydroxide and 0/0.5 million tons of lithium chloride, forming an industrial chain mode of mining, dressing and smelting with guaranteed upstream resources, lithium concentrate in the middle and lithium salt produced downstream.
The mining, dressing and smelting project of 3 million tons of rare metals in Dahongliutan, Hotan is a key project in the tenth five-year plan of Xinjiang Autonomous Region. After completion, it is estimated that it can produce 600,000 tons of high-quality lithium concentrate every year, which is the largest integrated project of lithium resource mining, beneficiation and metallurgy in the world.
At present, the amount of spodumene in the first mining area in Hotan area has reached 50 million tons, and the amount of lithium oxide has reached 700 thousand tons. After all exploration is completed, it is estimated that the amount of spodumene will reach 654.38+tons, and the amount of lithium oxide will reach 654.38+0.5 million tons. By then, Dahongliutan rare metal mining area will become the second largest pegmatite spodumene monomer deposit in Asia.
The previous research report of CITIC Jiantou pointed out that under the lithium industry boom cycle, resources are king and the mine boom continues to rise. Enterprises with upstream resources benefit more. The integrated enterprise with both resources and lithium salt processing is the best, and the self-sufficiency rate of resources will be the core index.
Most listed companies in lithium mines achieved high performance last year.
According to the statistics of Securities Times and Datanewspaper, among the 16 listed companies of lithium mine that have published performance forecasts, there are 14 companies whose net profit has increased by more than 200% year-on-year based on the lower limit of the forecast interval. Among them, Rongjie, Jixiang and Tianqi Lithium ranked among the top three in net profit growth, with growth rates of 3 1.22 times, 23.30 times, 10.65 times and 438+0 times respectively; In addition, the net profit growth rates of Yongxing Materials, Tianhua Chaojing and Shengxin Lithium Energy are all above 500%.
The above-mentioned stocks generally said in the performance forecast that in 2022, with the boost of macro policies, the new energy boom continued to rise, the new energy vehicles and energy storage sectors developed rapidly, and the demand from downstream customers was strong, driving the volume and price of lithium salt to rise, which in turn promoted the company's performance growth. In addition, some companies also completed the acquisition of lithium battery industry chain companies or the landing of their own new production capacity in 2022, which also boosted their performance to a considerable extent.
In terms of attention, track leaders are still the heart of the organization. Shuanglong Tianqi Lithium Industry and Ganfeng Lithium Industry ranked first, with 2 1 and 18 institutions participating in the company rating respectively; Salt Lake, a leading lithium extraction company, has a 12 rating agency. In addition, China Mineral Resources and Yongxing Materials have been rated by 15 and above; Rongjie, Yahua Group and Chuanneng Power have also been rated by five or more institutions recently.
Everbright Securities predicts that the global demand and supply of lithium carbonate in 2023 will be10.72 million tons and10.654 and 38+0.90 million tons LCE, respectively, which still keep a tight balance. Considering that the approval process of mine resources, engineering of new technologies, geopolitical influence, epidemic disturbance and other factors will increase the uncertainty of project production, the actual supply and demand pattern may be optimistic, and the lithium price will still fluctuate at a high level in 2023. It is beneficial to enterprises with high self-sufficiency rate of lithium resources and optimistic about investment opportunities in the lithium mine sector.
Tongce medical plan shares in He Ren Technology for the second time.
On February 26th, Tongce Medical announced that the company signed the Share Transfer Agreement with Yuan Pan Investment on February 24th, and planned to acquire about 49,920,300 shares of He Ren Technology in cash (accounting for 19% of the total shares of the target company), with a transaction amount of about 50 1 10,000 yuan.
On the evening of the same day, the company received a supervision letter issued by the Shanghai Stock Exchange, and the reason was to put forward supervision requirements for the company's equity acquisition.
Not long ago, on February 15, the company just released the Announcement on Termination of the Agreement on the Acquisition of Zhejiang Heren Technology Co., Ltd. ... In the previous version of the acquisition case, the company planned to acquire 78,795,300 shares of Heren Technology by paying cash (accounting for 2,975% of the total shares of the target company), and the transaction amount was about 769 million yuan. If the transaction is completed, Tongce Medical will become the largest shareholder of He Ren Technology.
Tongce Medical said that the reason for terminating the acquisition was based on the legal counsel's reminder: In order to meet the promise that the actual controller of the seller will not reduce his holdings within six months after his resignation, whether the agreement signed before his resignation is applicable to the transaction after his resignation. In order to ensure the transaction compliance, from a prudent point of view, the company and Yuan Pan Investment decided to terminate the agreement, voluntarily withdraw the relevant application documents, and continue to discuss the possibility of cooperation.
Tongce Medical said that after the termination of the agreement, considering the market reaction and the needs of the company's own medical digitalization strategy, it hopes to reduce the investment quota, strategically invest in Renhe Technology in the form of two shareholders, and retain the possibility of becoming a controlling shareholder. After negotiation, Yuan Pan Investment agreed to the relevant trading conditions.
It is reported that Renhe Technology, the target company, is one of the product service providers who entered clinical medical informatization earlier in China and has been focusing on the field of medical and health informatization. At present, it has a leading technical system, strong independent research and development capabilities, rich overall solutions and experience in the implementation and delivery of large-scale projects, which can meet the construction needs of customers in large medical institutions.
However, even if the investment is reduced, the acquisition seems to be still difficult. The third quarterly report of Tongce Medical in 2022 shows that the company's monetary fund is less than 700 million yuan. This cash payment acquisition will obviously make Tongce Medical "empty its pockets" and have a negative impact on the company's cash flow.
Investors are also quite critical of the choice of the target. After the last edition of the acquisition announcement was released on the evening of May 15, 2022, the share price of Tongce Medical was once hit by funds in intraday trading, and closed down by 7.67%.