特朗普又出手！美政府拟收购知名锂矿巨头股权，该公司手握“全球最大”锂矿！A股龙头是大股东，已卖掉大部分所持股份，最新回应

Core Viewpoint - The Trump administration is seeking to acquire a 10% stake in Lithium Americas, aiming to secure rights to the largest lithium mine in the U.S. This move is part of negotiations regarding a $2.26 billion loan from the U.S. Department of Energy to the company, which has led to a significant increase in Lithium Americas' stock price [1][6]. Group 1: Lithium Americas and Government Involvement - The $2.26 billion loan was initially approved during the Biden administration, and the Trump administration views the acquisition as a critical mineral transaction [6]. - The Thacker Pass lithium project, owned by Lithium Americas, is noted for having the largest known lithium resources globally, supporting the development of the lithium mining area in northern Nevada [6][7]. - The Thacker Pass project is expected to produce 40,000 tons of battery-grade lithium carbonate annually in its first phase, sufficient for 800,000 electric vehicles [7]. Group 2: Ganfeng Lithium's Stake and Market Impact - Ganfeng Lithium was previously the largest shareholder of Lithium Americas, holding a 19.9% stake through its subsidiary, Ganfeng International, acquired in 2017 for approximately $49 million [3][8]. - As of April 15, Ganfeng Lithium has become the third-largest shareholder, with its stock price rising over 4% following news of the U.S. government's interest in Lithium Americas [3][8]. - Ganfeng Lithium has reduced its stake in Lithium Americas to 6.86% due to strategic adjustments, losing significant influence over the company [9]. Group 3: Broader Context of U.S. Government Investments - The Trump administration's interest in acquiring stakes in private companies is part of a broader trend, referred to as "American-style mixed reform," with recent examples including investments in MP Materials and Intel [10][11]. - This approach has sparked debate regarding the extent of government intervention in the private sector, with some experts viewing it as a significant shift in U.S. industrial policy [11].