难度较高 盐湖股份决定终止合作开发加拿大钾肥项目

Group 1 - Salt Lake Co. announced the termination of the project cooperation with Highfield Resources Limited, Yancoal Energy, and EMR Capital due to the immaturity of the project conditions after thorough due diligence [1] - Highfield Resources' stock price dropped by 44.90% to AUD 0.135 per share following the announcement [2] - Industry insiders indicated that Salt Lake Co. found significant issues during their on-site investigation, leading to the decision not to participate in the cooperation [3] Group 2 - Salt Lake Co. previously intended to invest approximately USD 300 million to acquire common shares of Highfield Resources, aiming to become its largest shareholder and gain control over related projects [3] - Highfield Resources, established in 2011, focuses on potash project development, with its core asset being the Muga potash project in northern Spain, which has a resource volume of about 280 million tons [3] - Yancoal Canada, a wholly-owned subsidiary of Yancoal Energy, holds the Southey potash project with a resource volume of approximately 1.696 billion tons [3] Group 3 - The Canadian potash project is significant as Canada is a global center for potash resources and a major supplier for China, but domestic companies face policy barriers in developing Canadian potash [3] - Previous attempts by domestic companies, such as Zhongchuan Mining, to develop Canadian potash faced technical challenges and ultimately failed [4] - Salt Lake Co.'s current overseas development focus is on the Republic of Congo and Southeast Asia, with ongoing discussions to advance potash exploration and fertilizer industry cooperation in the Republic of Congo [5]