Driven by the continuous high-profile demeanor, the lithium industry has recently attracted many enterprises to cross-border layout. Jinyuan shares, which once recorded four consecutive plates because of the frequent layout in the past two months, is one of them. So far, Jinyuan shares have acquired a total of four lithium salt companies. According to Jinyuan shares, the company's acquisition of lithium mining initially determined that the amount of LiCl resources is about 160000 tons, and the company will speed up the mass production of lithium products in the future.
It is worth mentioning that although Jinyuan has been continuously allocating lithium resources, it made it clear on November 24 on the interactive platform that the company has no plans to produce lithium batteries for the time being.
In fact, Jinyuan shares have been entering the new energy industry through acquisitions since September 24. At that time, the company announced that Jinyuan New Energy, a wholly-owned subsidiary, planned to acquire a 51% stake in Chenyu Mining, which is rich in lithium, boron and other mineral resources. After the completion of this acquisition, the company will build a new lithium carbonate production line to accelerate the development of new energy materials.
On October 8, Jinyuan issued a notice on the signing of cooperation framework agreements and supplementary agreements by its subsidiaries, which mentioned that Jinyuan New Energy, a wholly owned subsidiary of the company, plans to acquire a 60% stake in Liyuan Mining in the form of cash and issuing shares.
On October 12, Jinyuan shares once again announced that Jinyuan New Energy, a wholly owned subsidiary of the company, signed a "Cooperation Framework Agreement" with Huang Liangbiao, Yu Fei, their wholly owned subsidiaries and lithium industry. Huang Liangbiao and Yu Fei sold no less than 51% of shares in Tibet and the lithium industry to Jinyuan New Energy.
Jinyuan shares continued to advance by leaps and bounds in November, and on the evening of November 8, Jinyuan shares announced again that Tibet Jinzangyuan Lithium Industry Co., Ltd., a wholly owned subsidiary of the company, plans to acquire a 51% stake in Tibet Ali Liyuan Mining Development Co., Ltd. with its own capital of 510 million yuan.
It is reported that Liyuan Mining has two salt lake mining rights, namely Chabocuo Salt Lake Mining right in Gaize County and LXXXVI Qiancuo Salt Lake Mining right in Geji County. According to public data, Sichuan Metallurgical Geological Exploration Institute carried out reserves verification and exploration of LXXXVI Qiancuo Salt Lake in 2021, and initially determined that the amount of LiCl resources is about 160000 tons.
On November 24th, the company said on its interactive platform that it would agree to continue to acquire a 49 per cent stake in Lithium Mining when the future output of lithium carbonate (lithium phosphate) exceeds 8000 tons.
The ambition of Jinyuan shares is obviously not limited to China. On November 23, some investors said that on various recruitment platforms, the company had seen the recruitment of financial managers assigned to Argentina in charge of lithium salt lake business, thus triggering investors' speculation about the company's intention to enter the salt lake lithium mine resources in Argentina. Jinyuan shares did not deny this, but said frankly. The company is currently setting up overseas teams to seek high-quality lithium ore resources in Argentina and other places. If there is any substantial progress, the company will fulfill its information disclosure obligations in a timely manner.
Stimulated by the news of a number of investments in lithium mines around November 8, Jinyuan shares once closed four trading boards in a row, which shows the hot degree of the lithium industry.
In fact, not only the gold yuan shares, in the lithium mine continues to be scarce at the moment, many lithium industry chain enterprises have also joined the "ore grab" in the battle. On November 17th, after several reversals, the acquisition war of the Millennium Lithium Industry came to a vigorous end. This triggered the Ganfeng lithium industry, the Ningde era and the American lithium industry scrambled to buy lithium mines, which always followed the principle of "the highest bidder gets" and was embraced by the American lithium industry as a "lithium mine". Even though the war is over, the two reversals of bidding in the past four months still make the market feel the current popularity of lithium mines.
At a time when lithium supply continues to be tight, SQM, the world's second-largest lithium miner, expects the average price of lithium to rise nearly 50 per cent in the fourth quarter of this year compared with the previous quarter. On November 17th, CITIC estimated that with the rapid growth of demand for power batteries for new energy vehicles, lithium demand for 2021-2022 is expected to be 610000 tons and 800000 tons respectively, with a shortfall of 43000 tons and 57000 tons respectively.
Spurred by the rising price of lithium, the price of lithium salt will rise all the way into 2021. According to the spot quotation of SMM, as of November 25, the average spot price of domestic battery-grade lithium carbonate has reached 20000 yuan / ton, up 147000 yuan / ton from the beginning of the year, or 277.36%.
"Click to view the price of SMM new energy products
According to the recent survey of SMM, with the end of the solar calendar, domestic cathode material enterprises are less willing to purchase raw materials, and some enterprises mainly take off inventory of raw materials, so the upward speed of lithium carbonate prices slows down. "View details
However, in the long run, lithium carbonate may form a supply gap of about 16% in the past two months, the fundamentals are firm, and subsequent prices will still rise slightly.
By the close of trading on November 25, Jinyuan shares were trading at 13 yuan per share, up 74.5 percent from the beginning of the year.
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