according toJD.comAuction, 7:48 this morning, Chengdu Xingnengnew material54.29% stake in Snowway Mining in Yajiang County, held inJD.comThe bankruptcy auction platform fell, and the final transaction price exceeded 2 billion yuan, 597 times the starting price of 3.35 million yuan, setting a rare auction record in the industry.
3448 bids and nearly one million onlookers
From 3.35 million yuan to over 2 billion transactions
According to Red Star News, from the start of the auction at 10:00 a.m. on May 16th to the fall of the hammer this morning, Snowway Mining has experienced 3,448 bids, 3,418 delays, and nearly a million people watching. 11 to 21.
Screenshot source:JD.comAuction platform
According to the auction transaction confirmation letter issued on May 21, the buyer was Tan Wei, and the transaction price of the subject matter reached 2.0002 billion yuan.
At present, the mining rights of most mines have been clearly owned. The mining exploration rights held by the company are among the few core assets that may change owners, and are scarce targets at the moment when all parties are fighting for lithium ore resources. Winning Snowway Mining will obtain domestic scarce lithium ore resources and enhance the company’s value.
At present, the buyer Tan Wei has signed the “Auction Transaction Confirmation”, and the specific identity is still unknown.
According to a previous report by everyjing.com, Snowway Mining owns the detailed exploration and exploration rights of Dechalongba Lithium Mine and Quartzite Mine in Yajiang County, Sichuan Province. tons, with an average grade of 1.18%. The evaluation report stated that the evaluation value of the “detailed exploration and exploration rights of the Dechalongba lithium mine and quartzite mine in Yajiang County, Sichuan Province” on the evaluation base date (June 30, 2021) was 970 million yuan.
This price has far exceeded the estimates of Snowy or those involved in Snowy. Every time the reporter learned exclusively from insiders of Snowway Mining through WeChat, he had expected the price of the equity auction to be 50 million yuan, but he did not expect it to exceed 100 million yuan.
As of December 13 last year, the company confirmed that the amount of creditor’s rights was 1 billion yuan, and the amount of suspended creditor’s rights was 570 million yuan.
“After the equity competition, the debts of creditors will not be discounted, which means that new investors face the company’s debt of nearly 1.6 billion.” The above-mentioned Snowway Mining person familiar with the matter said. In the eyes of industry insiders, only after paying off the corresponding debts can we talk about the normal operation of Snowway.
Major companies have joined the “Battle for Lithium Mine”
On May 21, according toGuoxuan Hi-TechOfficial WeChat news said that on May 20,Guoxuan Hi-TechThe holding company, Yichun Guoxuan Mining Co., Ltd., successfully bid for the general survey and prospecting rights of the porcelain clay (lithium-containing) mine in the Shuinan mining section of the Kuishili mining area, Yifeng County, Jiangxi Province at a price of 460 million yuan.Guoxuan Hi-TechThe second exploration right obtained in Jiangxi.
In fact, the soaring prices of mining auctions are directly related to the high prices of lithium materials.
Spodumene.Image source: Every photo by reporter Xu Shuai
According to Red Star News, recentlyBatteryThe price of lithium carbonate exceeds 450,000 yuan / ton, while in 2020 it is only 40,000 yuan / ton. Shanghai Steel UnionData show that in the past month, spodumene concentrate has risen from US$3,215/ton to US$4,920/ton, an increase of more than 50%.
Industry insiders pointed out that lithium salt is still in short supply throughout the year, spodumene prices are firm, and under the support of supply and demand mismatch and cost, there is little room for lithium prices to fall. In this context, the attention of the entire industry chain is aimed at the upstream lithium ore resources.not onlyShengxin Lithium Energy(002440.SZ)Waiting for upstream raw material suppliers to buy mines,Ningde era(300750.SZ)wait downstreamBatteryenterprise,Tesla(TSLA.US)Other car companies have also joined the battle for lithium mines.
last year,Ganfeng Lithium Industry(002460.SZ)、Ningde erathe American lithium industry competes for the Canadian millennium lithium industry,Ganfeng Lithium IndustryQuoted C$353 million,Ningde eraThe price was increased by 7% for the horizontal insertion, and finally the American Lithium Industry cut off the 400 million US dollars, which was about 35% higher than the quotation of the Ningde era.
Earlier this year,BYD(002594.SZ)Contributed 61 million US dollars (about 387 million yuan) to win the bid for the Chilean lithium mining project, and obtained a lithium mine production quota of 80,000 tons. BYDStill investing in MarchShengxin Lithium Energy,recentlyannouncementAgree to add related parties in 2022Shengxin Lithium EnergyProcurement and entrusted processing of 4 billion lithium products.BYDalso withSichuan Road and BridgeSichuan Ludi Mining Co., Ltd. was established, and its business scope includes mining and prospecting.
In February this year,TeslaSigned a large purchase order with an Australian lithium miner and booked one-third of the annual output of the lithium miner’s flagship project. On May 10, Musk said in an interview that he would acquire mining companies in the future. Musk said he was building his own lithium ore refining plant and had won the right to mine a lithium mine in Nevada, USA.
Yahua Group(002497.SZ)This year, it has participated in Energy Investment Lithium Industry, Australian Core Company and signed an underwriting agreement for lithium concentrate, Australian EFE Company and Australian EVR Company. In April, its wholly-owned subsidiary acquired a 60% stake in a wholly-owned subsidiary of Canada Ultra Lithium Corporation, and controlled its Forgan Lake hard rock spodumene lithium ore project and Georgia Lake hard rock spodumene lithium ore project.
How hot is the lithium battery industry?
According to CCTV news reports, CCID Research Institute of the Ministry of Industry and Information Technology recently released a white paper on the 2021 China Lithium Battery Industry Development Index. The index selects typical indicators from multiple dimensions such as market, capital, innovation, and supply, and quantitatively analyzes the scale and level of the development of the national lithium battery industry.
The white paper report shows that investment in my country’s lithium battery industry is gradually gathering in the southwest. The southwest region has the most abundant mineral resources such as lithium and phosphorus in my country, and the reserves of phosphate rock in Yunnan, Guizhou and Sichuan account for more than 40% of the country’s total. Therefore, from the perspective of the project layout of the lithium battery industry, the investment area has shifted from the southeastern coastal areas such as Jiangsu and Fujian to the western provinces (autonomous regions and municipalities) headed by Sichuan and Guizhou. Among them, in 2021, the investment amount of Sichuan lithium battery project will rank first in the country, with a total investment of 170.67 billion yuan, accounting for about 18% of the total investment.
In addition to Sichuan, Jiangxi, Zhejiang and other places are building distinctive lithium battery industry clusters. In Xinyu, Jiangxi, the local government has successively introduced measures such as “30 Measures for Lithium Battery” and “16 Measures for Lithium Battery Talents” to strengthen cooperation in the industrial chain.A Jiangxilithium batteryZhao Shijie, the person in charge of the company, said that we can get sufficient raw material supply and quality assurance here, which is the fundamental driving force for us to settle in Xinyu, and we have completed the task of the whole year in half a year.
The white paper also shows that China’s lithium battery industry development index reached 307.6 in the fourth quarter of 2021, more than three times that of 2017.
The data shows that since the fourth quarter of 2017, the overall development index of China’s lithium battery industry has shown a steady upward trend. In the fourth quarter of 2021, the development index of China’s lithium battery industry will reach 307.6.lithium batteryThe market size reached 324GWh, 4 times that of 2017.
Image source: CCTV News
From a global perspective, China has become the world‘s largestlithium batteryconsumer market. In 2021, the global lithium ionBatteryThe market size has reached 545GWh, of which China’s size exceeds half of the country. By the end of 2021,China DynamicsThe battery production capacity accounts for about 70% of the world’s total. Among the world’s top 10 lithium battery manufacturers, China occupies 6 seats.
Experts say,new energyStrong demand for automobiles is one of the main factors driving the surge in my country’s lithium battery industry in 2021.As of April this year, IGuoxin EnergyA total of 10.33 million vehicles have been promoted, becoming an important force leading the electrification transformation of the global automotive industry.
(Article source: Daily Economic News)