盛新锂能20.8亿再收购提升自给率 手握400亿锂盐合同股价半年涨2倍

Core Viewpoint - The lithium resource market is experiencing a resurgence, prompting Shengxin Lithium Energy to accelerate its acquisition of lithium mining resources, specifically through the purchase of a 30% stake in Sichuan Qicheng Mining Co., Ltd. for 2.08 billion yuan, aiming for full ownership [1][5]. Group 1: Acquisition Details - Shengxin Lithium Energy previously acquired a 21% stake in Qicheng Mining for 1.456 billion yuan just three months prior, indicating a strategic focus on enhancing control over the company [2][5]. - The total expenditure for acquiring Qicheng Mining has exceeded 3.536 billion yuan, with both transactions reflecting a high premium on the company's valuation of approximately 6.933 billion yuan [5][8]. - The mining rights for the Muzhong Lithium Mine, owned by Qicheng Mining's subsidiary, are a significant asset, as it is one of the highest-grade lithium mines in Sichuan with an average grade of 1.62% [8]. Group 2: Financial Performance and Contracts - Despite facing temporary operational pressure due to fluctuations in lithium salt prices, Shengxin Lithium Energy reported a profit in the third quarter of 2025, with a net profit of 0.89 billion yuan [3][14]. - The company has secured long-term supply contracts totaling 421,400 tons of lithium salt, with an estimated contract value exceeding 40 billion yuan, indicating strong demand for its products [3][11][12]. - The stock price of Shengxin Lithium Energy has doubled over the past six months, closing at 34.43 yuan per share, reflecting a market capitalization exceeding 30 billion yuan [4][15].