金石资源拟购诺亚氟化工股权

Core Viewpoint - Jinshi Resources announced its intention to acquire a stake in Zhejiang Noah Fluorochemical Co., marking a strategic extension into downstream fine fluorochemicals and an important move for value chain deepening and industry integration [1] Group 1: Company Overview - Jinshi Resources is a leading enterprise in the upstream fluorochemical sector, aiming to enhance its business model by integrating vertically from fluorite mining to hydrogen fluoride production and fine fluorochemical manufacturing [1] - The company has expanded its operations from fluorite resources to basic fluorochemical products, including anhydrous hydrogen fluoride and anhydrous aluminum fluoride, as well as downstream lithium battery materials like lithium hexafluorophosphate [1] Group 2: Acquisition Details - Jinshi Resources plans to acquire approximately 15.7147% of Noah Fluorochemical for a cash consideration of about 257 million yuan [1] - Upon completion of the transaction, Jinshi Resources will become the second-largest shareholder of Noah Fluorochemical, with a shareholding gap of only 0.1415 percentage points from the largest shareholder [1] Group 3: Market Position and Product Application - Noah Fluorochemical's fluorinated cooling liquid products are produced through chemical synthesis and have unique advantages in purification and testing technology [1] - The company’s products have been utilized by well-known domestic and international internet companies and server manufacturers, with an established annual production capacity of 5,000 tons of fluorinated liquids, ranking among the top in the domestic immersion liquid cooling market [1]