盛新锂能拟14.56亿元收购启成矿业21%股权

Core Viewpoint - The acquisition of a 21% stake in Qicheng Mining by Shengxin Lithium Energy demonstrates the company's confidence in the development of the Muroong lithium mine and aims to enhance its competitiveness in the new energy materials sector [1][4]. Group 1: Acquisition Details - Shengxin Lithium Energy plans to acquire a 21% stake in Qicheng Mining for 1.456 billion yuan, which will increase its ownership to 70% [1]. - Currently, Qicheng Mining is a joint venture with Shengxin Lithium Energy's subsidiary holding 49% and Taicheng Mining holding 51% [1]. - The acquisition is intended to secure a stable supply of lithium resources as the company's lithium salt production capacity continues to grow [1][4]. Group 2: Valuation Insights - Qicheng Mining's total asset book value is 1.951 billion yuan, with an assessed value of 7.466 billion yuan, resulting in a value increase of 5.515 billion yuan and a growth rate of 282.62% [2]. - The net asset book value is 1.419 billion yuan, with an assessed value of 6.934 billion yuan, leading to a value increase of 5.515 billion yuan and a growth rate of 388.77% [2]. - The Muroong lithium mine has confirmed Li2O resources of 989,600 tons, with an average grade of 1.62%, and a production scale of 3 million tons per year [3]. Group 3: Strategic Importance - The acquisition aligns with the growing demand for lithium products driven by the rapid development of the global electric vehicle and energy storage industries [3][4]. - The company aims to enhance its self-sufficiency in lithium resources, which is crucial for maintaining a competitive edge in the lithium salt production sector [4]. - The acquisition will help mitigate raw material cost fluctuations and strengthen the company's resilience against geopolitical risks [4].