本文字数：893，阅读时长大约1分钟 作者 | 第一财经 樊志菁 2025.09. 25 当地时间周三早盘交易中，美洲锂业公司（Lithium Americas）股价飙升超100%，创下近一年半新 高。报道称特朗普政府正就一项政府贷款协议的新条款与这家锂生产商进行谈判，并且希望收购其部 分股权。 特朗普政府此前已入股英特尔与稀土生产商MP材料公司（MP Materials）。若美国政府获得美洲锂 业的部分股权，将成为白宫进军其认定的"对美国经济至关重要行业" 的最新举措。 不过，美洲锂业与上述两家公司存在一个关键差异：尽管该公司正在开发的萨克帕斯（Thacker Pass）锂矿项目位于美国内华达州北部，但公司总部却不在美国，而是设在加拿大温哥华。 鉴于公司的属地问题，这笔投资也可能需要加拿大方面的批准。 锂是充电电池的核心组成部分 —— 不仅为电动汽车和混合动力汽车提供动力，还广泛应用于各类消 费电子产品及家用产品中。 截至收盘，美洲锂业公司股价上涨95.7%，报6.01美元。 微信编辑 | 七三 第 一 财 经 持 续 追 踪 财 经 热 点 。 若 您 掌 握 公 司 动 态 、 行 业 趋 势 、 金 ...

当地时间周三早盘交易中，美洲锂业公司（Lithium Americas）股价飙升超100%，创下近一年半新高。 报道称特朗普政府正就一项政府贷款协议的新条款与这家锂生产商进行谈判，并且希望收购其部分股 权。 上述官员表示："如果我们要将部分还款期限推迟到以后几年，那么政府希望获得一小部分股权，以建 立现金缓冲，并代表纳税人消除一些风险。"虽然交易尚未最终敲定，但特朗普政府支持该项目，相关 讨论进展积极。 美洲锂业总部在加拿大，其萨克帕斯（Thacker Pass）锂矿预计2027年投产。 特朗普政府此前已入股英特尔与稀土生产商MP材料公司（MP Materials）。若美国政府获得美洲锂业的 部分股权，将成为白宫进军其认定的"对美国经济至关重要行业" 的最新举措。 不过，美洲锂业与上述两家公司存在一个关键差异：尽管该公司正在开发的萨克帕斯（Thacker Pass） 锂矿项目位于美国内华达州北部，但公司总部却不在美国，而是设在加拿大温哥华。 美洲锂业称，萨克帕斯锂矿是 "全球已知已探明储量最大的锂资源矿"，投产后每年将产出4万吨电池级 碳酸锂，预计将成为北美最大的锂资源来源之一，项目第一阶段计划于2027年末 ...

智通财经APP获悉，周三，Lithium Americas(LAC.US)飙升超90%，创一年新高，报5.88美元。消息面 上，路透社称，美国总统特朗普政府寻求投资Lithium Americas，寻求获得这家公司高达10%的股权， 希望拥有美国最大锂矿的权益。 此外，通用汽车(GM.US)今年2月宣布斥资6.5亿美元投资Lithium Americas，共同开发位于内华达州北部Thacker Pass的美国最大锂矿。 ...

倒计时43天 CINE2025固态电池展暨固态电池行业年会 主办单位： 起点固态电池、起点锂电、SSBA固态电池联盟 协办单位及固态年会总冠名： 茹天科技 活动时间： 2025年11月6-8日 活动地点： 广州南沙国际会展中心（2楼船厅及广州厅） 活动规模： 展商规模200+、参会企业2000+、专业观众20000+ 同期活动： 2025起点固态电池金鼎奖颁奖典礼、SSBA固态电池产业联盟理事会 第一批展商及赞助商： 金钠科技/茹天科技/海四达/融捷能源/易事特钠电/泰和科技/隐功科技/科迈罗/国科炭美/晟钠新能/中钠能源/乔岳智能/津工能源/科达新能/时 代思康/富钠能源/极电特能/华普森/瑞扬新能源/亮见钠电/叁星飞荣/珠海纳甘新能源/皓升新能源/扬广科技/银川苏银产业园/兆钠新能源/精诚时代/儒特股份/希倍动 力/先导干燥/瓦时动力/博粤新材/苏州翼动新能/亿隆能源/钠创新能源等 在碳酸锂价格承压，上市企业普遍面临亏损下，提升资源自给率是度过 "熊周期"的筹码。 9 月 22 日晚间， 百亿锂盐上市公司 盛新锂能公告称，拟通过全资子 公司 盛屯锂业以现金 14.56 亿元收购四川启成矿业 21% 股权。 ...

Group 1 - The company has invested in lithium salt lake mines in Argentina, specifically holding controlling interests in the JAMA project and a stake in the Solaroz project [2] - The company estimates that it controls over 10 million tons of lithium carbonate equivalent (LCE) resources [2] - The company plans to mine the lithium resources based on its own needs and market conditions, while ensuring compliance with disclosure obligations [2]

Core Viewpoint - The article discusses the suspension of operations at the Jiangxi Yichun lithium mine operated by CATL (宁德时代), which has been halted for nearly 45 days due to the expiration of its mining license and the need for a change in mineral type to include lithium [1][7][9]. Group 1: Company Operations - CATL's Yichun lithium mine has been inactive since August 9, with no mining or processing activities observed [1][3]. - The company has submitted a mineral type change verification report to the Yichun Natural Resources Bureau, which has been preliminarily approved, but further approval from the Ministry of Natural Resources is required for lithium mining [1][10]. - Other nearby lithium mines operated by companies like Guoxuan High-Tech and Yongxing Materials continue to operate normally, as their mining licenses remain valid [6][13]. Group 2: Regulatory Environment - The change in mineral type from ceramic soil (containing lithium) to lithium is significant due to differences in value and bidding procedures [2][8]. - The Yichun Natural Resources Bureau has mandated that all relevant mining companies submit their mineral type change verification reports by September 30 [8][13]. - The approval process for lithium mining is more stringent, requiring compliance with national regulations for strategic minerals, which may lead to stricter oversight in the future [14][15]. Group 3: Market Impact - The suspension of operations at CATL's mine has raised concerns in the market, affecting lithium prices and related stocks [11][12]. - The anticipation of the mine's resumption has led to speculation among local residents and market participants, with expectations that operations may restart soon [9][15]. - The article highlights the growing importance of lithium as a strategic resource, particularly in the context of the electric vehicle industry, which relies heavily on lithium for battery production [14].

Core Viewpoint - The acquisition of a 21% stake in Sichuan Qicheng Mining Co., Ltd. by Shengxin Lithium Energy is a strategic move to enhance control over lithium resources, increasing its stake in Qicheng Mining from 49% to 70% and consolidating the core asset, the Huirong Mining Co., Ltd. [1][2] Group 1 - Shengxin Lithium Energy's subsidiary, Sichuan Shengtun Lithium Industry Co., Ltd., acquired a 21% stake in Qicheng Mining for 1.456 billion yuan [1][2] - The Huirong Mining Co. holds the mining rights to the Muzhong Lithium Mine, which has proven Li₂O resources of 989,600 tons and an average grade of 1.62%, making it one of the highest-grade lithium mines in Sichuan [1][2] - The Muzhong Lithium Mine has a designed production capacity of 3 million tons per year, indicating significant development potential [1] Group 2 - As Shengxin Lithium Energy expands its lithium salt production capacity, the company faces increased risks from fluctuations in overseas lithium supply, with approximately 60% of raw materials for Chinese lithium salt companies expected to be imported in 2024 [2] - The acquisition will significantly enhance the company's self-sufficiency in lithium raw materials, reducing the risk of raw material cost fluctuations and improving resilience against geopolitical shocks [2] - The acquisition's premium rate is justified by the resource value and development certainty of the Muzhong Lithium Mine [2]

Core Viewpoint - The article discusses the suspension of operations at the Jiangxi Yichun lithium mine owned by CATL (Contemporary Amperex Technology Co., Limited), highlighting the implications of mining license expiration and the need for mineral type change verification for resumption of production [2][11][14]. Group 1: Mining Operations Status - The Jiangxi Yichun lithium mine has been suspended since August 9, 2023, due to the expiration of its mining license, which lasted only three years [11][14]. - As of September 17, 2023, CATL has submitted the mineral type change verification report to the Yichun Natural Resources Bureau, which has been preliminarily approved, recognizing lithium and ceramic soil as the main minerals [3][15]. - Other nearby lithium mines operated by companies like Guoxuan High-Tech and Yongxing Materials are still in operation, as their mining licenses remain valid [10][14]. Group 2: Regulatory and Compliance Issues - The need for a mineral type change arises because CATL initially acquired the mining rights under the designation of ceramic soil, which has different regulatory and financial implications compared to lithium [3][11]. - The Yichun Natural Resources Bureau has mandated that all involved mining companies submit their mineral type change verification reports by September 30, 2023, to ensure compliance with new regulations [13][17]. - The article notes that the approval process for lithium mining is more stringent due to its classification as a strategic mineral, requiring oversight from the Ministry of Natural Resources [18][19]. Group 3: Market Impact and Future Outlook - The suspension of operations at the Jiangxi Yichun lithium mine has raised concerns in the market, affecting lithium prices and related stocks, with significant declines observed following news of the suspension [16][19]. - Local villagers express hope for the mine's quick resumption, as it directly impacts employment and local economies [14][19]. - The article emphasizes the growing importance of lithium as a strategic resource, particularly in the context of the electric vehicle and energy storage industries, which are heavily reliant on lithium supply [18][19].

中国经济网北京9月23日讯 盛新锂能(002240.SZ)昨晚披露了关于全资子公司收购启成矿业股权暨增 加与关联方共同投资的公告。 盛新锂能拟通过全资子公司四川盛屯锂业有限公司（以下简称"盛屯锂业"）以现金人民币 145,600.00万元收购四川启成矿业有限公司（以下简称"启成矿业"或"标的公司"）21%股权，本次交易 完成后，公司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 （以下简称"惠绒矿业"）将纳入公司合并报表范围。 根据四川山河资产评估有限责任公司于2025年9月22日出具的《资产评估报告》，以2025年8月31日 为评估基准日，标的公司在该等基准日的股东全部权益价值为人民币693,368.86万元，据此甲乙双方经 协商确定本次交易的价格为人民币145,600.00万元。 据资产评估报告，启成矿业总资产账面价值为195,141.89万元，评估价值为746,649.88万元，增值额 为551,507.99万元，增值率为282.62%；总负债账面价值为53,281.02万元，评估价值为53,281.02万元， 无增减值；净资产账面价值为141,860.87万元，股东全部 ...

Group 1 - The core point of the news is that Shengxin Lithium Energy plans to acquire a 21% stake in Sichuan Qicheng Mining Co., Ltd. for 1.456 billion yuan, aiming to enhance its lithium resource supply capacity and self-sufficiency in lithium raw materials [1] - After the acquisition, Shengxin Lithium Energy will hold a 70% stake in Qicheng Mining, gaining control over the company [1] - Qicheng Mining's main asset is the mining rights to the Muzhong Lithium Mine, which has a proven Li2O resource of 989,600 tons and an average grade of 1.62%, making it one of the highest-grade lithium mines in Sichuan [1] Group 2 - As of August 31, 2025, Qicheng Mining's total asset book value is 1.951 billion yuan, with an assessed value of 7.466 billion yuan, resulting in a value increase of 5.515 billion yuan and a value increase rate of 282.62% [2] - The net asset book value of Qicheng Mining is 1.419 billion yuan, with the assessed value of shareholders' equity at 6.934 billion yuan, leading to a value increase of 5.515 billion yuan and a value increase rate of 388.77% [2] - Shengxin Lithium Energy has faced declining financial performance, with revenues of 12.039 billion yuan in 2022, 7.951 billion yuan in 2023, and 4.581 billion yuan in 2024, alongside net profits of 5.552 billion yuan, 0.702 billion yuan, and a loss of 0.622 billion yuan respectively [2] Group 3 - In the first half of 2025, Shengxin Lithium Energy's revenue further declined to 1.614 billion yuan, a year-on-year decrease of 37.42%, with a net profit loss of 0.841 billion yuan, indicating an expansion of losses [3]