或超200亿元，千亿巨头控股股东大动作

Core Viewpoint - The article highlights that Huayou Cobalt's controlling shareholder, Huayou Holdings, plans to purchase 221,400 tons of lithium salt products from Shengxin Lithium Energy, with a transaction value potentially exceeding 20 billion yuan, amid a significant rise in lithium carbonate prices this year and expectations for further increases next year [1][4][14]. Summary by Sections Lithium Salt Procurement - Huayou Holdings intends to sign a cooperation framework agreement with Shengxin Lithium Energy for the procurement of 221,400 tons of lithium salt products from 2026 to 2030 [5]. - The estimated transaction value based on current lithium carbonate prices is approximately 19.985 billion yuan, and could reach about 20.962 billion yuan based on recent futures contract prices [7]. Price Trends and Market Outlook - Lithium carbonate prices have surged approximately 60% this year, with a maximum increase of 59.56% compared to the historical low in May 2025 [8][9]. - Predictions indicate that global lithium carbonate demand will grow by 30% in 2026, reaching 1.9 million tons, with supply expected to increase by around 250,000 tons, leading to a balanced supply-demand scenario and potential price increases [11]. Shareholding Changes - Following a specific stock issuance, Huayou Holdings and Zhongchuang Innovation will become shareholders of Shengxin Lithium Energy, each holding over 5% of the company [12][13]. - The anticipated daily transactions between Shengxin Lithium Energy and Huayou Holdings are expected to be capped at 3 billion yuan for 2026, reflecting the implementation of the cooperation framework agreement [13].