盛新锂能子公司拟14.56亿元收购启成矿业21%股权

Core Viewpoint - Shengxin Lithium Energy announced the acquisition of a 21% stake in Sichuan Qicheng Mining Co., Ltd. for 1.456 billion yuan, aiming to enhance its lithium resource supply capacity and self-sufficiency in lithium raw materials [2] Group 1: Acquisition Details - Shengxin Lithium Energy's wholly-owned subsidiary, Shengtun Lithium Industry, will acquire the 21% stake from Taichen Mining, resulting in a 70% ownership of Qicheng Mining [2] - 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 [2] Group 2: Financial Performance - Qicheng Mining reported a net profit of -155 million yuan for the first eight months of 2025, with a projected annual net profit of 35.31 million yuan for 2024 [3] - As of August 31, 2025, Qicheng Mining's total assets were 2.302 billion yuan, total liabilities were 185 million yuan, and net assets were 2.118 billion yuan [3] Group 3: Company Overview - Shengxin Lithium Energy, established in 2001 and listed in 2008, focuses on lithium mining, basic lithium salts, and lithium metal products, with applications in new energy batteries and energy storage [3] - In the first half of 2025, Shengxin Lithium Energy reported revenues of 1.614 billion yuan, a year-on-year decline of 37.42%, and a net loss of 841 million yuan, with losses increasing compared to the previous year [3] - The company attributed the decline in gross profit to falling lithium product prices and increased asset impairment provisions [3] Group 4: Strategic Developments - In early September, Shengxin Lithium Energy announced its plans in the solid-state battery sector, including a planned annual production capacity of 3,000 tons of lithium metal, with 500 tons already constructed and mass production of ultra-thin lithium strips achieved [4] - The new 2,500-ton lithium metal project has completed project filing [4]