Core Viewpoint - Huayou Cobalt's controlling shareholder, Huayou Holdings, plans to purchase 221,400 tons of lithium salt products from Shengxin Lithium Energy, involving an amount exceeding 20 billion yuan, amid a significant rise in lithium carbonate prices this year and potential further increases next year [1][4][10] Group 1: Business Cooperation - Shengxin Lithium Energy announced on November 18 that it intends to sign a cooperation framework agreement with Huayou Holdings for lithium salt product procurement from 2026 to 2030, with specific annual purchase volumes to be agreed upon in sub-orders [4] - The estimated transaction amount for the procurement is approximately 199.85 billion yuan based on the current spot price of battery-grade lithium carbonate, or about 209.62 billion yuan based on recent futures contract prices [6] Group 2: Market Trends - The price of lithium carbonate has surged approximately 60% this year, with a maximum increase of 59.56% compared to the historical low in May 2025 [6][10] - Predictions indicate that lithium carbonate demand will grow by 30% in 2026, reaching 1.9 million tons, while supply capacity is expected to increase by around 250,000 tons, leading to a balanced supply-demand scenario [7] - If demand growth exceeds 30% next year, prices could potentially break through 150,000 yuan per ton, possibly reaching 200,000 yuan per ton, with price increases projected to exceed 50% or even 100% compared to current levels [7] Group 3: Shareholding Changes - Following the issuance of A-shares to specific entities, Huayou Holdings and Zhongchuang Innovation will become shareholders holding over 5% of Shengxin Lithium Energy, establishing a related party relationship [9] - The expected daily transactions between Shengxin Lithium Energy and Huayou Holdings for 2026 are projected to not exceed 3 billion yuan, primarily to implement the cooperation framework agreement [9]

【导读】华友钴业控股股东华友控股拟向盛新锂能采购锂盐产品22.14万吨，涉及金额或超200亿元 盛新锂能11月18日晚公告，公司与华友控股集团有限公司（以下简称华友控股）就锂盐产品业务合作拟签署《2026—2030年合作框架协议》，根据协议约 定，华友控股（在该业务合作中，合作双方均包含其指定的子公司）在2026年至2030年期间，向公司采购锂盐产品22.14万吨，具体年度采购量将在双方 签订的子订单中约定。 中国基金报记者 卢鸰 在碳酸锂价格年内大涨约60%且明年仍有可能暴涨的情况下，下游相关厂商正在提前锁定碳酸锂供应。 据盛新锂能11月18日晚公告，预计2026年将与比亚迪、华友钴业控股股东华友控股发生日常关联交易，金额分别不超过30亿元、30亿元；同时，华友控股 和中创新航将通过参与盛新锂能的定向增发，成为其持股5%以上股东。 11月18日，盛新锂能股价以37.41元/股报收，最新市值为342亿元。相对于2025年4月的历史低点，公司股价已大涨252.26%。同日，华友钴业股价以64.3 元/股报收，最新市值为1219亿元。 华友控股拟采购锂盐22万吨 涉及金额或超过200亿元 以生意社统计的11月18 ...