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002240大动作,溢价388%收购!
Zhong Guo Ji Jin Bao· 2025-09-22 15:28
公告显示,上述木绒锂矿已查明Li2O资源量为98.96万吨,平均品位1.62%,为四川地区锂矿品位最高的 矿山之一,生产规模为300万吨/年,目前正在积极推进矿山开发建设。 值得注意的是,公告提示,启成矿业及其控股子公司惠绒矿业存在对外借款,债务人为其股东泰宸矿 业。截至本次交易评估基准日,借款余额为10.51亿元,泰宸矿业承诺在收到本次股权对价款后立即偿 还上述借款。 本次交易完成后,启成矿业将成为上市公司控股子公司,上市公司子公司盛屯锂业和启成矿业将分别持 有惠绒矿业15.10%和70.97%股权,厦门创益盛屯新能源产业投资合伙企业(有限合伙)持有惠绒矿业剩余 13.93%股权。 公告显示,上市公司控股股东深圳盛屯集团有限公司及其子公司(除盛新锂能及其子公司外)合计对厦门 创益的出资份额为10亿元,占其出资总额的33.33%,且盛屯集团全资子公司厦门盛屯天宇私募基金管 理有限公司为厦门创益的执行事务合伙人、基金管理人,根据《深圳证券交易所股票上市规则》等相关 规定,厦门创益为上市公司关联方。 【导读】盛新锂能拟14.56亿元收购启成矿业21%股权 9月22日晚间,盛新锂能(002240)(002240.S ...
002240大动作,溢价388%收购!
中国基金报· 2025-09-22 15:27
Core Viewpoint - Shengxin Lithium Energy plans to acquire a 21% stake in Qicheng Mining for 1.456 billion yuan, aiming to increase its ownership to 70% and consolidate Qicheng Mining and its subsidiary into its financial statements [2][5]. Group 1: Transaction Details - The acquisition will be conducted through Shengxin Lithium Energy's wholly-owned subsidiary, Sichuan Shengtun Lithium Industry [2]. - Prior to the transaction, Shengtun Lithium and Taicheng Mining held 49% and 51% stakes in Qicheng Mining, respectively [4]. - Qicheng Mining's subsidiary, Huirong Mining, holds a mining license for a lithium mine with a proven Li2O resource of 989,600 tons and an average grade of 1.62%, making it one of the highest-grade lithium mines in Sichuan [4]. Group 2: Financial Implications - Qicheng Mining's total assets are valued at 1.951 billion yuan, with an assessed value of 7.466 billion yuan, reflecting a 282.62% increase [7]. - The net asset value shows a book value of 1.418 billion yuan and an assessed value of 6.934 billion yuan, indicating a 388.77% increase [7]. - Shengxin Lithium Energy reported a net loss of 841 million yuan for the first half of 2025, and the acquisition may exert short-term pressure on the company's cash flow [7][6]. Group 3: Risks and Considerations - Qicheng Mining has external borrowings amounting to 1.051 billion yuan, which Taicheng Mining has committed to repay upon receiving the acquisition payment [4]. - The mining industry is characterized by long construction cycles and significant capital investment, which may lead to funding shortages or cost overruns [8]. - The profitability of the acquired company may be affected by fluctuations in lithium concentrate prices due to downstream demand and macroeconomic factors [8].
9月22日这些公告有看头
Di Yi Cai Jing Zi Xun· 2025-09-22 15:00
Major Events - Shengxin Lithium Energy plans to acquire 21% stake in Qicheng Mining for 1.456 billion yuan, increasing its ownership to 70% [3] - Tianpu Co. has seen its stock rise 279.73% over 14 consecutive trading days, but the acquirer Zhonghao Xinying has no asset injection plans [4] - Hangdian Co. reports losses in its optical communication business while its copper foil business is still in the early stages [5] Shareholder Activities - Tianchuang Fashion is launching a shareholder reward event, offering 30% discount coupons to shareholders [6] - Beiliang Co. is collaborating with Tonghuashun for a "Shareholder Festival" event for past investors [7] Production and Operational Changes - Xinxiang Chemical Fiber will halt its biomass cellulose filament production line for 90 days starting October 1, affecting an annual capacity of 31,200 tons and expected revenue loss of approximately 185 million yuan [8] - Baijun Precision plans to transfer 18.29% of its stake in Suzhou Linghou Robotics for 64 million yuan [9] New Contracts and Projects - Tiancheng Self-Control has received a project designation from a leading domestic new energy vehicle company for seat assembly, expected to start production in June 2026 [10] - Huazi Industrial's subsidiary plans to sell dairy farm assets for 38.5 million yuan, impacting current profits by approximately 11.7 million yuan [11] - Oriental Pearl is participating in a special fund to acquire equity in Chaoyuan Digital Technology, with a total investment of 244 million yuan [12] Financial Performance - Changchuan Technology expects a net profit increase of 131.39% to 145.38% year-on-year for the first three quarters of 2025, driven by strong demand in the semiconductor industry [17] Major Contracts - Guangdong Construction has won a construction contract worth 1.924 billion yuan for a property reconstruction project in Guangzhou [18] - Youxunda anticipates winning a procurement project from the State Grid worth approximately 107 million yuan [19] - Samsung Medical is a candidate for multiple procurement projects from the State Grid, with a total expected value of about 193 million yuan [20] Share Buybacks and Financing - Sanfu New Science plans to repurchase shares worth between 10 million and 15 million yuan for employee stock incentives [39] - Guiyan Platinum plans to raise up to 1.291 billion yuan through a private placement for industrial upgrades and working capital [40] - Zhongjing Electronics intends to raise up to 700 million yuan, with the controlling shareholder participating in the subscription [41]
9月22日这些公告有看头
第一财经· 2025-09-22 14:09
Group 1 - Shengxin Lithium Energy plans to acquire 21% stake in Qicheng Mining for 1.456 billion yuan, increasing its ownership to 70% [4] - Tianpu Co. has seen its stock rise 279.73% over 14 consecutive trading days, but the acquirer Zhonghao Xinying has no asset injection plan [5] - Hangdian Co. reports losses in its optical communication business while its copper foil business is still in the early stages [6][7] Group 2 - Tianchuang Fashion is launching a shareholder reward activity, offering 70% discount coupons to shareholders [8] - Beiliang Co. is collaborating with Tonghuashun to host a "Shareholder Festival" for past investors [9] - Xinxiang Chemical Fiber will undergo a 90-day orderly shutdown for equipment upgrades, affecting 31,200 tons/year capacity and expected revenue loss of approximately 185 million yuan [10] Group 3 - Bozhong Precision plans to transfer 18.29% stake in Suzhou Linghou Robotics for 64 million yuan [11] - Tiancai Self-Control has received a project confirmation from a leading domestic new energy vehicle company for seat assembly, expected to start production in June 2026 [12] - Huazi Industrial's subsidiary plans to sell dairy farm assets for 38.5 million yuan, impacting current profits by approximately 11.7 million yuan [13] Group 4 - Oriental Pearl plans to invest in a special fund to acquire equity in Chaoyuan Digital Technology, committing 244 million yuan [14] - Daotong Technology intends to transfer 46% stake in Shenzhen Saifang Technology for 109 million yuan, focusing on core business development [15] - Lepu Medical has signed a strategic cooperation agreement with Hanhai Information to enhance online sales channels for its aesthetic medicine segment [16] Group 5 - Dingxin Communications clarifies that its technology authorization from Pingtouge is unrelated to AI chip development [17] - Changchuan Technology expects a net profit increase of 131.39% to 145.38% year-on-year for the first three quarters of 2025, driven by strong semiconductor demand [18] Group 6 - Guangdong Construction has won a construction contract worth 1.924 billion yuan for a property reconstruction project [19] - Youxunda is expected to win a procurement project from the State Grid worth approximately 107 million yuan, representing 10.55% of its 2024 revenue [20] - Samsung Medical anticipates winning procurement projects from the State Grid totaling about 193 million yuan [21] Group 7 - Baiyun Electric is a candidate for multiple procurement projects from the State Grid, with a total expected amount of 162 million yuan [22] - *ST Weihe is a candidate for a 141 million yuan engineering project [23] - Plad has signed a strategic cooperation agreement with a well-known international power tool brand for over 700 million yuan in purchases over five years [25] Group 8 - Lanhua Kecai has signed a strategic cooperation agreement with Panhu Power for joint development of axial flux motors [26] - Zhixiang Jintai has entered into commercialization agreements for two monoclonal antibody injections, gaining exclusive rights in various regions [27] - Honggong Technology plans to invest up to 450 million yuan in a project with the Changsha Economic Development Zone [28] Group 9 - Zhejiang Medicine's major shareholder plans to reduce its stake by up to 1% [29] - Su Yan Jingshen's directors plan to collectively increase their holdings by 1.9 to 2.66 million yuan [30] - Zhongdian Electric's shareholder intends to reduce its stake by up to 3% [32] Group 10 - Sanfu New Science plans to repurchase shares worth 10 to 15 million yuan for employee stock incentives [41] - Guiyan Platinum plans to raise up to 1.291 billion yuan for technology innovation and industry upgrades [42] - Zhongjing Electronics plans to raise up to 700 million yuan, with the controlling shareholder participating in the subscription [43]
提升锂矿原料自给率 盛新锂能全资子公司拟14.56亿元收购启成矿业21%股权
Core Viewpoint - The company, Shengxin Lithium Energy, announced a cash acquisition of 21% equity in Sichuan Qicheng Mining Co., Ltd. for RMB 1.456 billion, aiming to enhance its lithium resource supply capacity and self-sufficiency in lithium raw materials [1][2]. Group 1: Acquisition Details - Shengxin Lithium Energy's wholly-owned subsidiary, Shengtun Lithium Industry, will acquire the 21% stake from Taicheng Mining, resulting in a 70% ownership in Qicheng Mining [1]. - Qicheng Mining's subsidiary, Huirong Mining, holds mining rights for the Muzhong Lithium Mine, which has confirmed Li2O resources of 989,600 tons and an average grade of 1.62%, making it one of the highest-grade lithium mines in Sichuan [1]. Group 2: Financial Performance - Qicheng Mining reported a net profit of -RMB 155 million for the first eight months of 2025, with a total asset value of RMB 2.302 billion and a net asset value of RMB 2.118 billion as of August 31, 2025 [2]. - Shengxin Lithium Energy's revenue for the first half of 2025 was RMB 1.614 billion, a year-on-year decrease of 37.42%, with a net loss of RMB 841 million, indicating a significant increase in loss compared to the previous year [2]. Group 3: Strategic Initiatives - The company has established a production capacity of 500 tons per year for key materials in solid-state batteries and plans to expand to 3,000 tons per year [3]. - Shengxin Lithium Energy is pursuing an international strategy, with a focus on overseas production capacity, including a 60,000-ton lithium salt project in Indonesia, which is the largest of its kind currently operational [3]. - The company is actively seeking high-quality lithium resource projects globally, particularly in Africa and Argentina [3].
盛新锂能(002240.SZ):子公司拟收购启成矿业21%股权
Ge Long Hui A P P· 2025-09-22 12:28
格隆汇9月22日丨盛新锂能(002240.SZ)公布,公司拟通过全资子公司四川盛屯锂业有限公司(简称"盛 屯锂业")以现金人民币145,600.00万元收购四川启成矿业有限公司(简称"启成矿业"或"标的公司") 21%股权,本次交易完成后,公司将直接持有启成矿业70%股权,启成矿业及其控股子公司雅江县惠绒 矿业有限责任公司(简称"惠绒矿业")将纳入公司合并报表范围。 启成矿业为公司全资子公司盛屯锂业的参股公司,盛屯锂业和泰宸矿业分别持有启成矿业49%和51%股 权。启成矿业控股子公司惠绒矿业拥有木绒锂矿的采矿权证,木绒锂矿已查明Li2O资源量98.96万吨, 平均品位1.62%,为四川地区锂矿品位最高的矿山之一,生产规模为300万吨/年,目前正在积极推进矿 山开发建设。 ...
盛新锂能拟14.56亿元收购启成矿业21%股权 提升锂矿资源自给率
Zhi Tong Cai Jing· 2025-09-22 12:19
盛新锂能(002240)(002240.SZ)公告,公司拟通过全资子公司四川盛屯锂业有限公司(简称"盛屯锂业") 以14.56亿元收购四川启成矿业有限公司(简称"启成矿业")21%股权。交易完成后,公司将直接持有启成 矿业70%股权,启成矿业及其控股子公司雅江县惠绒矿业有限责任公司(简称"惠绒矿业")将纳入公司合 并报表范围。 公告称,公司本次收购启成矿业股权完成后,公司将实现对启成矿业和惠绒矿业的控股,进而控制木绒 锂矿;公司将充分发挥在四川高海拔地区开发锂矿项目的经验,积极推进木绒锂矿开发建设,尽快实现 公司锂矿资源自给率的显著提升,并形成稳定可靠的资源供给体系。 启成矿业为公司全资子公司盛屯锂业的参股公司,盛屯锂业和泰宸矿业分别持有启成矿业49%和51%股 权。启成矿业控股子公司惠绒矿业拥有木绒锂矿的采矿权证,木绒锂矿已查明Li2O资源量98.96万吨, 平均品位1.62%,为四川地区锂矿品位最高的矿山之一,生产规模为300万吨/年,目前正在积极推进矿 山开发建设。 ...
盛新锂能(002240.SZ)拟14.56亿元收购启成矿业21%股权 提升锂矿资源自给率
智通财经网· 2025-09-22 12:18
启成矿业为公司全资子公司盛屯锂业的参股公司,盛屯锂业和泰宸矿业分别持有启成矿业49%和51%股 权。启成矿业控股子公司惠绒矿业拥有木绒锂矿的采矿权证,木绒锂矿已查明Li2O资源量98.96万吨, 平均品位1.62%,为四川地区锂矿品位最高的矿山之一,生产规模为300万吨/年,目前正在积极推进矿 山开发建设。 公告称,公司本次收购启成矿业股权完成后,公司将实现对启成矿业和惠绒矿业的控股,进而控制木绒 锂矿;公司将充分发挥在四川高海拔地区开发锂矿项目的经验,积极推进木绒锂矿开发建设,尽快实现 公司锂矿资源自给率的显著提升,并形成稳定可靠的资源供给体系。 智通财经APP讯,盛新锂能(002240.SZ)公告,公司拟通过全资子公司四川盛屯锂业有限公司(简称"盛屯 锂业")以14.56亿元收购四川启成矿业有限公司(简称"启成矿业")21%股权。交易完成后,公司将直接持 有启成矿业70%股权,启成矿业及其控股子公司雅江县惠绒矿业有限责任公司(简称"惠绒矿业")将纳入 公司合并报表范围。 ...
盛新锂能:子公司拟收购启成矿业21%股权
Ge Long Hui· 2025-09-22 12:14
启成矿业为公司全资子公司盛屯锂业的参股公司,盛屯锂业和泰宸矿业分别持有启成矿业49%和51%股 权。启成矿业控股子公司惠绒矿业拥有木绒锂矿的采矿权证,木绒锂矿已查明Li2O资源量98.96万吨, 平均品位1.62%,为四川地区锂矿品位最高的矿山之一,生产规模为300万吨/年,目前正在积极推进矿 山开发建设。 格隆汇9月22日丨盛新锂能(002240.SZ)公布,公司拟通过全资子公司四川盛屯锂业有限公司(简称"盛 屯锂业")以现金人民币145,600.00万元收购四川启成矿业有限公司(简称"启成矿业"或"标的公司") 21%股权,本次交易完成后,公司将直接持有启成矿业70%股权,启成矿业及其控股子公司雅江县惠绒 矿业有限责任公司(简称"惠绒矿业")将纳入公司合并报表范围。 ...
盛新锂能:9月22日召开董事会会议
Mei Ri Jing Ji Xin Wen· 2025-09-22 12:06
每经AI快讯,盛新锂能(SZ 002240,收盘价:18.16元)9月22日晚间发布公告称,公司第八届第二十 二次董事会会议于2025年9月22日在四川省成都市武侯区桂溪街道锦云西一巷成都交易所大厦14楼公司 会议室以现场与通讯表决相结合方式召开。会议审议了《关于全资子公司收购启成矿业股权暨增加与关 联方共同投资的议案》等文件。 2025年1至6月份,盛新锂能的营业收入构成为:新能源材料占比100.0%。 截至发稿,盛新锂能市值为166亿元。 每经头条(nbdtoutiao)——报价太低遭严防,投标企业还得"解释清楚",一场国家组织的大型采购, 为何引发全行业关注 (记者 张喜威) ...