Core Viewpoint - Hualian Holdings is acquiring 100% of Argentum for approximately $175 million (RMB 1.235 billion), gaining an 80% stake in the Arizaro lithium project in Argentina, marking its entry into the lithium resource development sector [2][3]. Group 1: Transaction Details - The acquisition will allow Hualian Holdings to indirectly hold 80% of the Arizaro salt lake project, which is located in the Salta province of Argentina and is considered the largest undeveloped salt lake in South America's "lithium triangle" [3][4]. - The Arizaro project includes six mining rights covering an area of approximately 205 square kilometers [3]. - Hualian Holdings aims to diversify its business due to the stagnation in the domestic real estate market, adopting a strategy of "stabilizing real estate while promoting transformation" [3][4]. Group 2: Strategic Intent - The company plans to maintain its existing real estate operations while adding overseas lithium salt lake mining assets, which aligns with the broader trend of developing the new energy industry [4]. - This acquisition is seen as a significant step in the company's industrial transformation and a way to reduce reliance on the real estate market [4]. Group 3: Financial Position and Previous Investments - Hualian Holdings has a strong financial position, with cash flow exceeding total liabilities, indicating robust capability to fulfill the acquisition without impacting normal operations [5]. - The company has previously invested in lithium-related ventures through industrial funds, including Shenzhen Juneng and Zhuhai Juneng, which focus on lithium extraction and production [5]. Group 4: Challenges and Risks - The acquisition faces potential risks, including local legal and regulatory challenges in Argentina, which could increase operational costs and uncertainty [6][7]. - As a new entrant in the lithium sector, the company may lack the necessary technical expertise and experience in lithium extraction, which could affect production efficiency and project timelines [6][7]. - The competitive landscape in lithium mining is intense, with existing players already established in Argentina, posing additional challenges for Hualian Holdings [7].

研究员: 陈思嘉 期货从业资格号F03118799 期货投资咨询从业证书号Z0022803 | 项目类别 | 数据指标 最新 | | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | 期货市场 | 主力合约收盘价（日，元/吨） 120,360.00 | | +5980.00↑ 前20名净持仓（日，手） | -141,692.00 | +5257.00↑ | | | 主力合约持仓量（日，手） 671,573.00 | | -316.00↓ 近远月合约价差（日，元/吨） | -1,560.00 | +20.00↑ | | | 广期所仓单（日，手/吨） 16,651.00 | | +240.00↑ | | | | 现货市场 | 电池级碳酸锂平均价（日，元/吨） 99,500.00 | | +500.00↑ 工业级碳酸锂平均价（日，万元/吨） | 96,850.00 | +500.00↑ | | | Li₂CO₃主力合约基差（日，元/吨） -20,860.00 | | -5480.00↓ | | | | 上游情况 | 锂辉石精矿(6%CIF中国)平 ...

赣锋锂业公告称，近日股东王晓申进行部分股份质押和解除质押。2025年12月22日，王晓申质押140万 股，占其所持股份0.99%，占公司总股本0.07%，质权人为招商证券，用于个人资金需求。12月23日， 其解除质押合计223万股，分别于2023年3月30日、8月16日及2024年3月29日质押。截至公告披露日，王 晓申持股1.41亿股，占比6.75%，质押后质押股份6466万股，占其所持股份45.71%，占公司总股本 3.08%，质押风险可控。 ...

智通财经APP讯， 华联控股(000036.SZ)发布公告，公司拟以自有或自筹资金约1.75亿美元(折合人民币 12.35亿元)受让Lithium Chile Inc.(以下简称"智利锂业")、Steve William Cochrane(即"Steve Cochrane")合 计持有的Argentum Lithium S.A.(以下简称"标的公司"或"Argentum")100%股份，从而获得Arizaro项目 80%的权益(以下简称"本次交易")。同日，公司与交易对方签署了《股份购买协议》。 本次交易后，上市公司将持有标的公司100.00%的股份，在保持原有房地产开发和物业经营与服务管理 业务的同时，将新增海外锂盐湖矿资产，并拟切入盐湖提锂生产业务。本次交易是上市公司推进产业转 型的重要举措，将与公司此前布局的盐湖提锂、吸附剂生产等业务形成协同效应，助力公司完善在新能 源产业链的投资布局，推动上市公司产业转型工作稳步拓展。 ...

此次交易后，公司在保持原有房地产开发和物业经营与服务管理业务的同时，将新增海外锂盐湖矿资 产，并拟切入盐湖提锂生产业务。此次交易是上市公司推进产业转型的重要举措，将与公司此前布局的 盐湖提锂、吸附剂生产等业务形成协同效应。 转自：证券时报 人民财讯12月22日电，华联控股(000036)12月22日公告，公司拟以1.75亿美元（折合人民币12.35亿 元），收购加拿大公司Argentum Lithium S.A.100%股份，从而获得Arizaro项目80%的权益。 Arizaro项目包含Arizaro锂盐湖6个采矿权，总面积约205平方公里。项目目前已完成预可行性研究，在 进一步完成可行性研究后可提交开采阶段环境影响评价报告并申请审批。 ...

Group 1 - The company plans to acquire 100% of Argentum Lithium S.A. for approximately $175 million (RMB 1.235 billion), which represents 24.31% of its latest audited net assets of RMB 5.08 billion [1] - The acquisition will allow the company to gain an 80% interest in the Arizaro project, which is part of the lithium salt lake assets [2] - This transaction is a significant step in the company's industrial transformation, aiming to enhance its investment layout in the new energy industry chain and create synergies with its existing lithium extraction and adsorbent production businesses [2] Group 2 - The target company holds rights to three projects in the Arizaro salt lake area in Salta Province, Argentina, including the Arizaro project and the Arizaro IV project, which is currently in the early exploration stage [2] - The Chascha water source project, which is a pre-bid project, will be separated from the transaction before delivery [2] - Post-transaction, the company will maintain its original real estate development and property management business while adding overseas lithium salt lake mining assets [2]

Core Viewpoint - Ganfeng Lithium announced that shareholder Li Liangbin has notified the company of the release of part of his pledged shares, which does not impact the company's operations or pose any risk of forced liquidation [1] Group 1: Share Pledge Details - Li Liangbin released 20 million shares from pledge, accounting for 5.28% of his holdings and 0.95% of the company's total share capital [1] - The pledge was initiated on December 17, 2024, and will be released on December 19, 2025 [1] - As of the announcement date, Li Liangbin and his concerted parties have a total of 86.948 million shares pledged, representing 21.38% of his holdings and 4.14% of the company's total share capital [1] Group 2: Impact on Company - The release of the pledged shares is stated to have no impact on the company's operations [1] - There is no risk of forced liquidation associated with the pledged shares [1]

阿根廷碳酸锂生产企业埃克萨尔矿业公司近日表示正式申请加入大型投资激励计划（RIGI），以扩建 其位于该国胡胡伊省的考查里－奥拉罗斯锂矿项目。 阿根廷政府于2024年推出大型投资激励计划，旨在通过制定稳定的规则和在关税等方便提供优惠政策等 吸引本国或外国企业的投资。 （文章来源：新华财经） 中国赣锋锂业是埃克萨尔矿业公司的控股股东，该公司运营的考查里－奥拉罗斯锂矿位于胡胡伊省首府 圣萨尔瓦多－德胡胡伊以西约200公里的安第斯群山之中，是阿根廷年产量最高的锂矿项目，2024年产 量达2.5万吨碳酸锂。 据阿根廷媒体《号角报》报道，扩建项目包括运用直接锂提取技术（Direct Lithium Extraction DLE）技 术，从而减少水资源消耗，提高提取效率等。该公司计划将考查里－奥拉罗斯锂矿项目的总产能提高到 8.5万吨。 ...

锂业股早盘继续走高，截至发稿，天齐锂业（002466）(09696)涨6.01%，报52.75港元；赣锋锂业 （002460）(01772)涨4.65%，报54港元。 消息面上，12月22日早，广期所碳酸锂主力合约再涨近5%，现报115300元/吨。据期货日报，江西省宜 春招标网发布《江西省宜丰县圳口里-奉新县枧下窝锂矿采矿项目环境影响评价第一次环评信息公 示》，对宜春时代新能源矿业有限公司的江西省宜丰县圳口里-奉新县枧下窝锂矿采矿项目进行第一次 环评信息公示。北京市京师律师事务所矿产资源法律事务部主任曹旭升表示，这是众多办证流程中的正 常审批环节之一，若想正常开采，后续还需办理一系列申请、审查、备案、审批等手续。 华创证券认为，宜春枧下窝锂矿复产进度或低于预期，枧下窝矿采矿许可证8月9日到期后已暂停了开采 作业，正按相关规定尽快办理采矿证延续申请，随着环评公示的开展，以及后续审批手续的办理，复产 或将延后至2026年上半年，加剧了当前锂供应紧张的局面，锂价上涨获强势支撑。 ...

尽管传统消费旺季逐步收官，但碳酸锂市场的热度不减。 12月19日中午，市场传出江西枧下窝锂矿环评公示的最新进展消息，复产预期被认为再度延后。受此影响，碳酸锂期货主力合约快速拉升，盘中一度大涨近4%， 价格突破11万元/吨关口，创下一年半以来新高。 当晚，广州期货交易所迅速出手"降温"，宣布自12月23日起调整 碳酸锂期货 部分合约的交易限额，以防范市场过度波动风险。 复产预期延后，碳酸锂期货大涨 在供应端扰动的刺激下，碳酸锂市场再度升温。 12月19日中午，江西省宜春招标网发布《江西省宜丰县圳口里－奉新县枧下窝锂矿采矿项目环境影响评价第一次环评信息公示》，对枧下窝锂矿进行第一次环评信 息公示。 本次公示流程结束后，矿山需取得不同部门的许可，直至取得《安全生产许可证》，才会允许正常开采。这一现实进度，显著弱化了此前市场对该矿短期复产的预 期。 国投期货指出，近期碳酸锂市场整体交投活跃。宁德时代旗下矿山环评公示落地后，市场交易其复产节奏延后逻辑，推动盘面情绪进一步升温。与此同时，海外矿 山报价维持强势，部分年度长协协议陆续公开，价格重心整体上移。 "大型贸易商采购活动有所减少，当前调整库存为主；但由于惜售情绪及前 ...