Group 1 - The core point of the article is that Hualian Holdings Co., Ltd. plans to acquire lithium salt lake mining assets in Argentina for $175 million (approximately 1.235 billion RMB) [1][3] - The acquisition involves obtaining 80% equity in Argentum Lithium S.A., which is held by Lithium Chile Inc. and Steve William Cochrane, covering a project area of approximately 1,970 square kilometers in the Arizaro salt lake region of Salta Province, Argentina [1][3] - The transaction includes six mining rights covering an area of about 205 square kilometers, and the project has completed a pre-feasibility study [1][3] Group 2 - Hualian Holdings stated that this transaction is part of its strategy to advance industrial transformation and seek new business growth points [3] - After the acquisition, the company will maintain its existing real estate development and property management business while adding overseas lithium salt lake mining assets and plans to enter the lithium extraction production business [3] - The company has already made investments in the lithium extraction industry chain, holding relevant patented technologies and adsorbent products [3]

近日该股表现 | 日期 | 当日涨跌幅（%） | 换手率（%） | 主力资金净流入（万元） | | --- | --- | --- | --- | | 2025.12.23 | 10.05 | 1.51 | 5967.07 | | 2025.12.22 | 1.46 | 14.22 | -8683.59 | | 2025.12.19 | 10.02 | 9.28 | 14115.87 | | 2025.12.18 | -0.80 | 4.28 | -712.49 | | 2025.12.17 | 3.50 | 3.98 | 3796.27 | | 2025.12.16 | -3.95 | 3.73 | -1186.79 | | 2025.12.15 | 6.75 | 5.63 | 4473.14 | | 2025.12.12 | 1.28 | 3.19 | 854.75 | | 2025.12.11 | -3.11 | 2.97 | 1113.38 | | 2025.12.10 | 1.47 | 4.53 | 2196.55 | （文章来源：证券时报网） 龙虎榜数据显示，该股因连续三个交易日内，涨幅偏离值累计 ...

南方财经12月24日电，南财投研通数据显示，12月23日，券商给予上市公司目标价共9次，按最新收盘 价计算，目标价涨幅排名居前的公司有吉祥航空、天赐材料、伯特利，目标价涨幅分别为56.46%、 50.22%、44.34%，分别属于航空机场、电池、汽车零部件行业。从券商推荐家数来看，12月23日有22 家上市公司得到券商推荐，其中三花智控获得3家推荐，华联控股、红旗连锁等获得1家推荐。查看原 文：吉祥航空目标价涨幅超56%；22股获推荐丨券商评级观察刚刚 ...

Core Viewpoint - Hualian Holdings is strategically transforming by entering the lithium extraction industry through the acquisition of Argentum Lithium S.A. for $1.75 billion (approximately RMB 12.35 billion) to gain 80% interest in the Arizaro project, amidst declining revenue in its real estate business [1][4]. Group 1: Acquisition Details - The acquisition involves purchasing 100% of Argentum from Lithium Chile Inc. and Steve Cochrane, with Argentum holding rights to three projects in the Arizaro salt lake area of Argentina [2]. - The Arizaro project includes six mining rights covering approximately 205 square kilometers and has completed a pre-feasibility study, with plans to produce lithium carbonate from brine [3]. Group 2: Financial Performance - Hualian Holdings' revenue has significantly decreased from RMB 2.344 billion in 2022 to RMB 425 million in 2024, with net profits also declining [4]. - As of September 2025, the company reported total assets of RMB 7.643 billion and inventory of RMB 2.636 billion, indicating ongoing pressure to liquidate assets [5]. Group 3: Market Response and Future Outlook - Following the acquisition announcement, Hualian Holdings' stock price surged by 10.05% to RMB 6.13 per share [6]. - The company plans to address potential cash flow issues arising from the acquisition through self-raised funds and bank loans, while also considering phased construction and third-party partnerships to mitigate financial pressure [6].

Core Viewpoint - Hualian Holdings plans to acquire lithium salt lake mining assets in Argentina for $175 million, aiming to diversify its business and enter the lithium extraction industry [1] Group 1: Hualian Holdings' Acquisition - Hualian Holdings intends to acquire 100% of Argentum Lithium S.A. from Lithium Chile Inc. and Steve William Cochrane, gaining 80% interest in the Arizaro project located in Salta Province, Argentina [1] - The Arizaro project covers approximately 205 square kilometers and has completed a pre-feasibility study, with plans for further feasibility studies and environmental impact assessments [1] - This acquisition will complement Hualian's existing real estate and property management businesses while adding overseas lithium salt lake mining assets [1] Group 2: Industry Trends and Competitors - Other companies, such as Suzhou Tianhua New Energy Technology Co., are also pursuing overseas lithium mining opportunities, with a $200 million investment planned in Nigeria [2] - Jiangxi Ganfeng Lithium Group has successfully completed the acquisition of Mali Lithium, enhancing its lithium resource supply chain and production capabilities [2][3] - The global energy transition is driving demand for lithium, making it a critical resource for industries like electric vehicles and energy storage [3]

据悉，华联控股此前已在盐湖提锂产业链进行了投资布局，其所投资参股的公司拥有盐湖提锂专利技术 和盐湖提锂技术解决方案，同时提供吸附剂产品。 苏商银行特约研究员付一夫在接受《证券日报》记者采访时表示："这次布局是华联控股推进产业转 型、寻求业务新增长点的积极举措，将与公司此前布局的盐湖提锂、吸附剂生产等业务形成协同效应， 有利于公司发展。" 日前，华联控股股份有限公司（以下简称"华联控股"）发布公告称，公司拟以1.75亿美元（折合人民币 12.35亿元）收购阿根廷锂盐湖矿资产。 公告显示，该公司拟受让LithiumChileInc.、SteveWilliamCochrane合计持有的ArgentumLithiumS.A.100% 股份，从而获得Arizaro项目80%的权益。Arizaro项目位于阿根廷萨尔塔省Arizaro盐湖区，该盐湖区总面 积约1970平方公里。Arizaro项目包含Arizaro锂盐湖6个采矿权，总面积约205平方公里。项目目前已完 成预可行性研究，在进一步完成可行性研究后可提交开采阶段环境影响评价报告并申请审批。 华联控股方面表示，此次交易完成后，公司将在保持原有房地产开发业务和物业经营 ...

Investment Rating - The investment rating for the company is maintained at "Buy" [1] Core Views - The company plans to acquire 100% of Argentum, a lithium project in South America, for USD 175 million, marking its first significant overseas salt lake resource acquisition, which enhances the certainty of its second growth curve [1][2] - The Arizaro project in Argentina is the largest undeveloped salt lake in the South American "lithium triangle," covering approximately 205 square kilometers with an average lithium concentration of 297 mg/L, translating to a total resource of about 2.5 million tons of LCE [2] - The company has established a stable production line for lithium extraction and processing, with eight core patents in key areas, and aims to enter the lithium production business, thereby diversifying its revenue streams [2] - The real estate sector continues to provide cash flow, with significant sales progress in core projects, such as the "Yupin Luanshan" project in Shenzhen, which has a projected value of RMB 4-5 billion [3] Financial Forecast and Valuation - The company’s projected net profits for 2025, 2026, and 2027 are RMB 80 million, RMB 90 million, and RMB 190 million, respectively, with corresponding EPS of RMB 0.06, RMB 0.07, and RMB 0.13 [4] - The target price has been adjusted to RMB 5.15, reflecting a 60% premium on the estimated 2026 P/B ratio of 1.38x, driven by improved lithium supply-demand dynamics and the company's strategic acquisitions [4]

Core Viewpoint - Hualian Holdings plans to acquire 100% of Argentum from Chile Lithium and Steve William Cochrane for approximately $175 million (RMB 1.235 billion), gaining an 80% stake in the Arizaro project, marking its entry into the lithium resource development sector [1][7]. Group 1: Transaction Details - The acquisition will allow Hualian Holdings to indirectly hold 80% of the Arizaro salt lake project located in Salta Province, Argentina, which is the largest undeveloped salt lake in South America's "lithium triangle" [3][9]. - The Arizaro project includes six mining rights covering an area of approximately 205 square kilometers within the salt lake region, which spans about 1,970 square kilometers [3][9]. Group 2: Strategic Intent - The company acknowledges the significant changes in the domestic real estate market, facing growth bottlenecks, and aims for sustainable development through a strategy of "stabilizing real estate and promoting transformation" [3][9]. - This acquisition is seen as a crucial step in implementing the company's strategy and facilitating its industrial transformation [3][9]. Group 3: Financial Position - Hualian Holdings asserts that its cash flow exceeds total liabilities, indicating a robust financial position, and believes that the cash expenditure of RMB 1.235 billion will not impact its normal operations or current performance [4][11]. Group 4: Previous Involvement in Lithium Sector - Hualian Holdings has previously entered the lithium sector through investments in Shenzhen Juneng and Zhuhai Juneng, focusing on lithium extraction and related technologies [4][10]. - The existing operations in lithium extraction and production of adsorbents are expected to create synergies with the new acquisition [4][10]. Group 5: Market Context and Challenges - The lithium mining sector is characterized by intense competition, price volatility, and long construction cycles, making return assessments challenging [6][12]. - As a new entrant, Hualian Holdings will face pressures related to technology, costs, and market share, especially given the existing profitability pressures on leading lithium companies [6][12].

Core Viewpoint - Hualian Holdings is acquiring 100% of Argentum for approximately $175 million (RMB 1.235 billion), gaining an 80% stake in the Arizaro lithium project in Argentina, marking its entry into the lithium resource development sector [2][3]. Group 1: Transaction Details - The acquisition will allow Hualian Holdings to indirectly hold 80% of the Arizaro salt lake project, which is located in the Salta province of Argentina and is considered the largest undeveloped salt lake in South America's "lithium triangle" [3][4]. - The Arizaro project includes six mining rights covering an area of approximately 205 square kilometers [3]. - Hualian Holdings aims to diversify its business due to the stagnation in the domestic real estate market, adopting a strategy of "stabilizing real estate while promoting transformation" [3][4]. Group 2: Strategic Intent - The company plans to maintain its existing real estate operations while adding overseas lithium salt lake mining assets, which aligns with the broader trend of developing the new energy industry [4]. - This acquisition is seen as a significant step in the company's industrial transformation and a way to reduce reliance on the real estate market [4]. Group 3: Financial Position and Previous Investments - Hualian Holdings has a strong financial position, with cash flow exceeding total liabilities, indicating robust capability to fulfill the acquisition without impacting normal operations [5]. - The company has previously invested in lithium-related ventures through industrial funds, including Shenzhen Juneng and Zhuhai Juneng, which focus on lithium extraction and production [5]. Group 4: Challenges and Risks - The acquisition faces potential risks, including local legal and regulatory challenges in Argentina, which could increase operational costs and uncertainty [6][7]. - As a new entrant in the lithium sector, the company may lack the necessary technical expertise and experience in lithium extraction, which could affect production efficiency and project timelines [6][7]. - The competitive landscape in lithium mining is intense, with existing players already established in Argentina, posing additional challenges for Hualian Holdings [7].

华联控股12月23日发布公告，公司股票交易价格连续三个交易日内收盘价格涨幅偏离值累计达到 20.74%，属于股票交易异常波动情形。经核实，公司前期披露的信息不存在需要更正、补充之处，未 发现近期公共传媒报道了可能或已经对本公司股票交易价格产生较大影响的未公开重大信息，公司目前 经营情况正常，内外部经营环境未发生重大变化。公司正在开展收购Argentum Lithium S.A.100%股份交 易事项，相关信息均按照规定进行了及时披露，但该交易存在不确定性。除此之外，公司、控股股东和 实际控制人不存在关于本公司的应披露而未披露的重大事项。股票交易异常波动期间，公司控股股东、 实际控制人及其控制企业不存在买卖公司股票的情况。 ...