人民财讯12月30日电，盛新锂能（002240）12月30日公告，公司拟通过全资子公司四川盛屯锂业有限公 司(简称"盛屯锂业")以现金20.8亿元收购四川启成矿业有限公司(简称"启成矿业")30%股权，交易完成 后，公司持有启成矿业100%股权。盛屯锂业和启成矿业分别持有惠绒矿业15.10%和70.97%股权。惠绒 矿业拥有木绒锂矿的采矿权证，木绒锂矿已查明Li2O资源量98.96万吨，平均品位1.62%，为四川地区锂 矿品位最高的矿山之一，生产规模为300万吨/年，目前正在积极推进矿山开发建设。 ...

Core Viewpoint - The recent actions in Yichun, known as "Asia's Lithium Capital," include the proposed cancellation of 27 mining licenses, coinciding with a significant rise in lithium carbonate futures prices, which have surpassed 100,000 yuan [1][3]. Group 1: Mining License Cancellations - Yichun's Natural Resources Bureau plans to cancel 27 mining licenses, with a public notice period of 30 working days before the final announcement [3]. - The licenses set for cancellation include various types of minerals, with 17 being ceramic clay and 7 limestone, among others, including lithium-bearing minerals [4]. - High An Mining Development Co., Ltd. is notably affected, with four licenses up for cancellation, all expiring on April 25, 2024 [3][4]. Group 2: Company Background - Yichun Mining Co., Ltd. was established in January 2013 as a state-owned enterprise to manage lithium resources in the region, ensuring a stable supply for the local lithium battery industry [4]. - The company operates under a unified policy and management system to oversee the development of lithium resources in Yichun [4]. Group 3: Industry Context - Yichun is recognized as one of China's four major lithium mining regions, holding the largest lithium mica reserves in Asia, which is critical for the lithium battery supply chain [4]. - The mining licenses primarily pertain to non-lithium minerals, such as ceramic clay and kaolin, indicating a focus on these materials rather than direct lithium extraction [5].

盛新锂能公告，拟通过全资子公司四川盛屯锂业有限公司以现金14.56亿元收购四川启成矿业有限公司 21%股权。交易完成后，盛新锂能将直接持有启成矿业70%股权，启成矿业及其控股子公司雅江县惠绒 矿业有限责任公司将纳入合并报表范围。此次交易旨在增强公司锂矿资源供应保障能力，提升锂矿原料 自给率。 ...

Core Viewpoint - Ganfeng Lithium announced a strategic partnership with Lithium Argentina AG to integrate Millennial Lithium Corp and develop lithium salt lake assets in Argentina's Pozuelos-Pastos Grandes basin [1][3]. Group 1 - Ganfeng International will hold 67% of Millennial's shares post-integration, while LAR will hold 33% [3]. - As part of the transaction, Ganfeng will provide financial support of up to $130 million to LAR for funding needs and project development [3].

赣锋锂业公告，江西赣锋锂业集团股份有限公司全资子公司GFL International Co.,Ltd与Lithium Argentina AG计划通过整合Millennial Lithium Corp作为合资公司，向Millennial注入PPG锂盐湖、PG锂盐 湖以及Puna锂盐湖三块锂盐湖资产，共同开发阿根廷Pozuelos-Pastos Grandes盐湖盆地。作为交易的一 部分，同意公司或公司子公司以自有资金向LAR 提供不超过1.3亿美元的财务资助，LAR以其持有的整 合后Millennial 的股权作为担保，财务资助主要用于支持LAR的资金需求，包括对 整合后PPGS锂盐湖 项目的建设开发或其他双方约定的用途。 本次交易尚需取得相关政府部门的审批，存在不能获批的风 险。 ...