Core Viewpoint - The company, Shengxin Lithium Energy, plans to acquire a 21% stake in Sichuan Qicheng Mining Co., Ltd. for 1.456 billion yuan, which will increase its ownership in Qicheng Mining to 70% and consolidate its financials [1] Group 1: Transaction Details - The acquisition will be conducted through Shengxin Lithium Energy's wholly-owned subsidiary, Sichuan Shengtun Lithium Industry Co., Ltd. [1] - Prior to the transaction, Shengtun Lithium and Taicheng Mining held 49% and 51% stakes in Qicheng Mining, respectively [2] - Qicheng Mining's subsidiary, Huirong Mining, holds a mining license for the Muzhong Lithium Mine, which has a confirmed Li2O resource of 989,600 tons and an average grade of 1.62% [2] Group 2: Financial Implications - Qicheng Mining's total assets are valued at 1.951 billion yuan, with an assessed value of 7.466 billion yuan, reflecting a 282.62% increase [4] - The net asset value of Qicheng Mining is 1.418 billion yuan, with an assessed value of 6.934 billion yuan, indicating a 388.77% increase [4] - Shengxin Lithium Energy reported a net loss of 841 million yuan for the first half of 2025, and the acquisition may exert short-term pressure on the company's cash flow [4] Group 3: Risks and Considerations - The transaction is subject to approval from the company's shareholders due to the involvement of related parties, which introduces uncertainty [3] - There is a risk of the transaction being terminated if the company cannot make timely payments as agreed [4] - The mining industry is characterized by long construction cycles and significant capital requirements, which may lead to funding shortages or cost overruns [5]

● 本报记者 吴科任 从参股到控股，彰显了盛新锂能对木绒锂矿的开发信心。 9月22日晚，盛新锂能发布公告称，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，公司将持有启成矿业70%的股权。本次交易有利于提升公司 在新能源材料领域的竞争力，促进公司可持续发展。 有望拿下控制权 目前，启成矿业为盛新锂能全资子公司盛屯锂业的参股公司，盛屯锂业和泰宸矿业分别持有启成矿业 49%和51%的股权。 盛新锂能表示，随着公司锂盐产能的持续增加，为进一步增强公司锂矿资源的供应保障能力，拟通过全 资子公司盛屯锂业与泰宸矿业签署《股权转让协议》，盛屯锂业以14.56亿元受让泰宸矿业持有的启成 矿业21%股权。本次交易完成后，盛屯锂业将持有启成矿业70%股权，并间接控制雅江县惠绒矿业有限 责任公司。 截至目前，启成矿业未有实质生产经营活动，其主要资产为惠绒矿业持有的四川省雅江县木绒锂矿的采 矿权。根据公告，上述交易完成后，启成矿业将成为盛新锂能控股子公司，盛屯锂业和启成矿业将分别 持有惠绒矿业15.10%和70.97%股权，厦门创益盛屯新能源产业投资合伙企业（有限合伙）持有惠 ...

Core Viewpoint - Shengxin Lithium Energy announced the acquisition of 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 [2] Group 1: Acquisition Details - Shengxin Lithium Energy's wholly-owned subsidiary, Shengtun Lithium Industry, will acquire the 21% stake from Taichen Mining, resulting in a 70% ownership of Qicheng Mining [2] - Qicheng Mining's subsidiary, Huirong Mining, holds mining rights for the Muzhong Lithium Mine, which has confirmed Li2O resources of 989,600 tons and an average grade of 1.62%, making it one of the highest-grade lithium mines in Sichuan [2] Group 2: Financial Performance - Qicheng Mining reported a net profit of -155 million yuan for the first eight months of 2025, with a projected annual net profit of 35.31 million yuan for 2024 [3] - As of August 31, 2025, Qicheng Mining's total assets were 2.302 billion yuan, total liabilities were 185 million yuan, and net assets were 2.118 billion yuan [3] Group 3: Company Overview - Shengxin Lithium Energy, established in 2001 and listed in 2008, focuses on lithium mining, basic lithium salts, and lithium metal products, with applications in new energy batteries and energy storage [3] - In the first half of 2025, Shengxin Lithium Energy reported revenues of 1.614 billion yuan, a year-on-year decline of 37.42%, and a net loss of 841 million yuan, with losses increasing compared to the previous year [3] - The company attributed the decline in gross profit to falling lithium product prices and increased asset impairment provisions [3] Group 4: Strategic Developments - In early September, Shengxin Lithium Energy announced its plans in the solid-state battery sector, including a planned annual production capacity of 3,000 tons of lithium metal, with 500 tons already constructed and mass production of ultra-thin lithium strips achieved [4] - The new 2,500-ton lithium metal project has completed project filing [4]

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, which will increase its ownership in Qicheng Mining to 70% [1] - Qicheng Mining's subsidiary, Huirong Mining, holds mining rights for the Muzhong Lithium Mine, which has confirmed 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] - The acquisition aims to enhance Shengxin Lithium Energy's supply assurance of lithium resources and increase the self-sufficiency rate of lithium raw materials as the company continues to expand its lithium salt production capacity [1] Group 2 - Qicheng Mining reported a net profit of -155 million yuan for the first eight months of 2025, with a total asset value of 2.302 billion yuan and a net asset value of 2.118 billion yuan as of August 31, 2025 [2] - Shengxin Lithium Energy's revenue for the first half of 2025 was 1.614 billion yuan, a year-on-year decrease of 37.42%, with a net loss of 841 million yuan, which has increased compared to the previous year [2] - The decline in lithium product prices in the second quarter has led to a decrease in gross profit, and the company has significantly increased asset impairment provisions, impacting profits [2] Group 3 - In early September, Shengxin Lithium Energy announced its plans in the solid-state battery sector, including a planned production capacity of 3,000 tons/year for lithium metal, with 500 tons already constructed and mass production of ultra-thin lithium strips achieved [3] - The new 2,500-ton lithium metal project has completed project filing [3]

Core Viewpoint - The acquisition of a 21% stake in Sichuan Qicheng Mining by Shengxin Lithium Energy for 1.456 billion yuan is a strategic move to enhance its lithium resource portfolio, particularly through the valuable Muzhong Lithium Mine [2][3] Group 1: Acquisition Details - Shengxin Lithium Energy plans to acquire a 21% stake in Sichuan Qicheng Mining for 1.456 billion yuan, which will increase its ownership to 70% [2][3] - The Muzhong Lithium Mine, a key asset of Qicheng Mining, has an assessed value of 8.43 billion yuan and an annual sales revenue projection of 4 billion yuan [2][5] - The mine is located in the renowned "Asian Lithium Belt," which is significant for lithium resource development in China [8][9] Group 2: Financial Metrics - The assessed value of Qicheng Mining's total equity is 6.93 billion yuan, with a substantial increase of 5.52 billion yuan, representing a 388.77% appreciation [3][4] - The Muzhong Lithium Mine has confirmed lithium oxide resources of 989,600 tons with an average grade of 1.62%, making it one of the highest-grade lithium mines in Sichuan [3][9] - Shengxin Lithium Energy's revenue for the previous year was 4.581 billion yuan, with a peak revenue of 12.039 billion yuan in 2022 [7] Group 3: Market Context - The "Asian Lithium Belt" has significantly increased China's lithium reserves from 6% to 16.5% of the global total, elevating its ranking from sixth to second [9] - The mining project has received necessary approvals and is expected to enhance the company's raw material self-sufficiency and cost efficiency [9][10] - The acquisition is aimed at mitigating risks associated with the reliance on imported lithium resources, as approximately 60% of China's lithium salt companies depend on imports [10]

公告显示，上述木绒锂矿已查明Li2O资源量为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。 值得注意的是，公告提示，启成矿业及其控股子公司惠绒矿业存在对外借款，债务人为其股东泰宸矿 业。截至本次交易评估基准日，借款余额为10.51亿元，泰宸矿业承诺在收到本次股权对价款后立即偿 还上述借款。 本次交易完成后，启成矿业将成为上市公司控股子公司，上市公司子公司盛屯锂业和启成矿业将分别持 有惠绒矿业15.10%和70.97%股权，厦门创益盛屯新能源产业投资合伙企业(有限合伙)持有惠绒矿业剩余 13.93%股权。 公告显示，上市公司控股股东深圳盛屯集团有限公司及其子公司(除盛新锂能及其子公司外)合计对厦门 创益的出资份额为10亿元，占其出资总额的33.33%，且盛屯集团全资子公司厦门盛屯天宇私募基金管 理有限公司为厦门创益的执行事务合伙人、基金管理人，根据《深圳证券交易所股票上市规则》等相关 规定，厦门创益为上市公司关联方。 【导读】盛新锂能拟14.56亿元收购启成矿业21%股权 9月22日晚间，盛新锂能（002240）(002240.S ...

Core Viewpoint - The company, Shengxin Lithium Energy, announced a cash acquisition of 21% equity in Sichuan Qicheng Mining Co., Ltd. for RMB 1.456 billion, aiming to enhance its lithium resource supply capacity and self-sufficiency in lithium raw materials [1][2]. Group 1: Acquisition Details - Shengxin Lithium Energy's wholly-owned subsidiary, Shengtun Lithium Industry, will acquire the 21% stake from Taicheng Mining, resulting in a 70% ownership in Qicheng Mining [1]. - Qicheng Mining's subsidiary, Huirong Mining, holds mining rights for the Muzhong Lithium Mine, which has confirmed 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]. Group 2: Financial Performance - Qicheng Mining reported a net profit of -RMB 155 million for the first eight months of 2025, with a total asset value of RMB 2.302 billion and a net asset value of RMB 2.118 billion as of August 31, 2025 [2]. - Shengxin Lithium Energy's revenue for the first half of 2025 was RMB 1.614 billion, a year-on-year decrease of 37.42%, with a net loss of RMB 841 million, indicating a significant increase in loss compared to the previous year [2]. Group 3: Strategic Initiatives - The company has established a production capacity of 500 tons per year for key materials in solid-state batteries and plans to expand to 3,000 tons per year [3]. - Shengxin Lithium Energy is pursuing an international strategy, with a focus on overseas production capacity, including a 60,000-ton lithium salt project in Indonesia, which is the largest of its kind currently operational [3]. - The company is actively seeking high-quality lithium resource projects globally, particularly in Africa and Argentina [3].

格隆汇9月22日丨盛新锂能(002240.SZ)公布，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"）以现金人民币145,600.00万元收购四川启成矿业有限公司（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（简称"惠绒矿业"）将纳入公司合并报表范围。 启成矿业为公司全资子公司盛屯锂业的参股公司，盛屯锂业和泰宸矿业分别持有启成矿业49%和51%股 权。启成矿业控股子公司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。 ...

启成矿业为公司全资子公司盛屯锂业的参股公司，盛屯锂业和泰宸矿业分别持有启成矿业49%和51%股 权。启成矿业控股子公司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。 公告称，公司本次收购启成矿业股权完成后，公司将实现对启成矿业和惠绒矿业的控股，进而控制木绒 锂矿;公司将充分发挥在四川高海拔地区开发锂矿项目的经验，积极推进木绒锂矿开发建设，尽快实现 公司锂矿资源自给率的显著提升，并形成稳定可靠的资源供给体系。 智通财经APP讯，盛新锂能(002240.SZ)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14.56亿元收购四川启成矿业有限公司(简称"启成矿业")21%股权。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(简称"惠绒矿业")将纳入 公司合并报表范围。 ...

启成矿业为公司全资子公司盛屯锂业的参股公司，盛屯锂业和泰宸矿业分别持有启成矿业49%和51%股 权。启成矿业控股子公司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。 格隆汇9月22日丨盛新锂能(002240.SZ)公布，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"）以现金人民币145,600.00万元收购四川启成矿业有限公司（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（简称"惠绒矿业"）将纳入公司合并报表范围。 ...