Mulithium, mujaho uzere nemari yakangwara, zvakaoma kumhanya nekukurumidza kana kungwara kupfuura chero ani zvake - nekuti yakanaka lithium inodhura uye inodhura kugadzira, uye yagara iri munda wevatambi vakasimba.
Gore rapfuura zijin Mining, imwe yemakambani makuru ekuChina emigodhi, akaenda kugungwa akahwina Tres Quebradas Salar (3Q) lithium salt lake project mudunhu reCatamarca kuchamhembe kwakadziva kumadokero kweArgentina nemadhora mazana mashanu emadhora.
Nenguva isipi zvakava pachena kuti madhora mabhiriyoni mashanu emadhora akaraswa aingova kodzero dzemigodhi, nemabhiriyoni emadhora ekushandiswa kwemari ichiri kumirira kubhadharwa neZijin kuti apedze kuchera nekuchenesa. Makumi emabhiriyoni emadhora emari yangu akaiswa kuzadza mugodhi mumwe chete aita kuti vazhinji vekunze vazeze.
Muchokwadi, kana tikaronga ese a-share akanyorwa makambani ane lithium migodhi zvinoenderana nemusika kukosha uye matura, isu tichawana inenge yekubiridzira formula: iyo madiki matura e lithium carbonate, iyo yakakwira mutengo wemusika wekambani.
Mafungiro eiyi fomula haana kuoma kuverenga: A-share yakanyorwa yepamusoro yekambani mari inosanganisirwa neiyo bhizinesi modhi yelithium zviwanikwa zvekuvandudza ine yekupedzisira-yakanyanya purofiti margins (yekubhadhara nguva isingapfuuri makore maviri) inoita kuti musika uwedzere kuda. kupa kukosha kwepamusoro kumakambani ane zviwanikwa zvishoma. Iko kukosha kwepamusoro kunotsigira kuwanikwa kwemari yelithium migodhi. Iyo yakakwirira yekudzoka inounzwa nekutora, kukoshesa kwepamusoro kwepurojekiti ine chiyero chekudzoka kwepamusoro, kukosha kwepamusoro kunotsigira kuwanikwa kwemigodhi yelithium yakawanda, kuumba kutenderera kwakanaka pano. Iyo flywheel mhedzisiro yakazvarwa: yakazvarawo mabhuru emhando yepamusoro seJiang Te Motor uye Tibet Everest.
Naizvozvo, tora iyo lithium mine, yakazara migodhi, inogona kuunza kukosha kwezuva kusvetuka, kukosha kwemusika kukura kwemakumi emabhiriyoni haisi dambudziko. Kuti uverenge matura akaziviswa nemakambani akanyorwa, zviuru gumi zvematani ega ega erithium carbonate angangoita 500 miriyoni kukosha kwemusika, saka takaona mugore rapfuura, apo matani miriyoni emugodhi mukuru welithium muruoko, anogona kubatsira mutengo wemusika wekambani wakatwasuka skyrocket. Asi seguta rose rekunzwisisa iyi yakakura yekuwedzera, anenge munhu wese achasangana nedambudziko: yakanaka lithium mutengo haina kudhura, munhu wese ari kutarisa, kupi kwatingawane mutengo wemhando yakaderera zviwanikwa? Mhinduro yacho haina kuoma kuwana:
Kana mudzvanyiriri wako ari padanho rekubhuroka.
Iyo yakanyanya njodzi, iyo yakanyanya kunaka
Sezvo Mutungamiriri weBritain Winston Churchill akaumba United Nations pakupera kweHondo Yenyika II, akati: "Usamboparadza dambudziko rakanaka." (Usambotambisa dambudziko rakanaka.)
Mumisika yemazuva ano yejittery capital, ndiyo yakanyanya huzivi: chete kana mumwe wacho ari munzvimbo yakaoma zvekuti anofanirwa kutenga, dhizaini ichave yakachipa kupfuura yawakamboona. Asi isu tinovimba nemoyo wese kuti kana mukana wauya, tichakundwa neanopikisa ane mativi akasimba, kwete neimwe nzira.
Naizvozvo, hazvishamise kuti guicheng Mining group, mugova mukuru weGuicheng Mining, akapinda apo aimbove A-share star Zhonghe akabata lithium mine akawira pedyo nekubhuroka uye kuvharwa: Musi wa25 Kukadzi 2022, Zhonghe Co. ,Ltd. (inozonzi "Zhonghe"), iyo yakamiswa pamusika weA-share kwemakore maviri kuenda kuNew Third Board, yakazivisa kuti Jinxin Mining Co., Ltd. inoronga kuunza guicheng Boka, investor, kuchengetedza Zhonghe's core lithium assets kubva kuokisheni kuburikidza nemusanganiswa wekuwedzera capital uye kukwereta. Uye batsira Jinxin migodhi kudzoreredza kugadzirwa uye kugona kushanda.
Dhiyabhorosi inoratidza kuti Jinxin Mining ndiyo imwe yehombe huru ye spodumene deposits muChina uye imwe yezvisingawanzozivikanwi zvepamusoro-soro guru-scale lithium zviwanikwa muChina.
Markang Jinxin Mining Co., Ltd., chikamu chakakosha cheZhonghe Co., Ltd., yawira mumatambudziko ebhizinesi uye dambudziko remari uye haikwanise kubhadhara zvikwereti zvayo. Guicheng Boka rakadzivirira njodzi yekutepfenyurwa kwematare ekodzero dzemigodhi, kodzero dzekuongorora, michina nemidziyo uye zvimwe zvinhu zvakakosha zvakachengetwa neJinxin Mining Nekupa rubatsiro.
Zvinoenderana nehurongwa hwekuwedzera kwemari, maererano neshumo yevaluation yakapihwa nevechitatu-bato rekuongorora asset agency, ivo vanoisa mari vachaisa mari yekuwedzera maringe nekuyerwa kwevose vane masheya 'equity yeJinxin Mining isati yadyarwa ye429 miriyoni yuan. Mushure mekupedzwa kwekuwedzera kweguta, Guocheng Evergreen, Guocheng Deyuan akabata 48%, 2%, aba Zhonghe New Energy Co., Ltd. Pamusoro pezvo, Zhonghe, iyo yave kuda kubhuroka, yakasainawo chibvumirano chekudyidzana neGuocheng Boka: muchibvumirano, Guocheng Boka richabhadhara 200 miriyoni RMB sedhipoziti kuZhonghe kuti vatore chikamu mukubhuroka uye kurongazve Zhonghe. Chibvumirano ichi chakasiyawo izwi rine zvarinoreva: kudzoreredza budiriro yakadzikama yeZhonghe shares, nekukurumidza sezvinobvira kunyorera wakazvimirira kunyoreswazve kana kubatanidzwa nemamwe makambani akanyorwa kunyorwa kwestock exchange, kuchengetedza zvido zvevakweretesi uye vashoma vanogovana.
Kuonekwa kubva mukubatanidzwa kwezvibvumirano zviviri izvi, Guicheng Group yakawana 50% inodzora kuenzana kweJinxin Mining, iyo ine matura anosvika mamirioni matatu ematani e lithium carbonate, nekudyara 428.8 miriyoni yuan. Zvichakadaro, nekusimudzira kugadziridzwa kwekubatana kweveruzhinji, Inobatawo danho rekupedzisa kunyorwa kweJinxin Mining kuburikidza nestock exchange mune ramangwana. Mune lithium yekubiridzira formula, 3 miriyoni matani eJinxin Mining kunyangwe zvichienderana ne200 miriyoni pamiriyoni matani ekuchengetedza kukosha kwemusika kutendeuka kuverenga, mutengo wemusika weanodarika mabhiriyoni makumi matanhatu behemoth, kana zvese zvikafamba zvakanaka, kukosha kweboka reguta nguva yejekiseni guru, yawana shanduko inoshamisa.
Muzvinyorwa zvemusangano we2022 Cadre weGuicheng Group, kufara kunokonzerwa nekuwedzera kweguta guru muJinxin Mining kunoratidzwa nemashoko: "Ichi chiyero chikuru chekushanda chine zvakakosha pamugwagwa wekubudirira kwepamusoro-soro yeboka."
02 Kunyanya kunaka, kunowedzera kusuruvara
Zvechokwadi, zvinhu zvakachipa zvakachipa nokuda kwechikonzero: kana iwe ukazarura chiziviso chevanhu vose cheZhonghe, iyo itsva Third Board bulletin board yeZhonghe izere nemashoko akadai sekutora, kutonga uye kutonga, haisi kutaridzika sekambani yemigodhi yelithium iyo. inogona kuvanza kukosha kwayo kwemusika kwe100 bhiriyoni yuan. Zvichienzaniswa nenyeredzi itsva yesimba Zhonghe makore mashoma apfuura, zhonghe akabudirira kushandurwa kubva kuindasitiri yemachira kuenda kumigodhi yelithium uye akatora kutonga kweJinxin Mining. Nekudaro, nekudzikira kweindasitiri yemachira, kuyerera kukuru kweZhonghe kwakangoerekana kwamira, uye Jinxin Mining yaida kushandisa mari yakawanda mukutanga kwemugodhi.
Parizvino zhonghe inobatwa mudambudziko: midziyo yakavharwa inogona kuzvidzivirira, asi kukosha kwemigodhi yelithium isina kubatwa ishoma; Fujian chizvarwa Xu Jiancheng akasarudza kuwedzera pasi pegasi, iyo yakanangana iyo yaitodedera Zhonghe ichidonha.
Chirevo chezvemari cheZhonghe hachina kukwanisa kubudiswa makore maviri apfuura, uye mumashoko ekupedzisira emari, chikwereti cheZhonghe chiri pedyo ne 2.8 bhiriyoni yuan, iyo yakagara isina mari. Zhonghe, anga aine chikwereti kwenguva refu, aoma mitezo zvachose:
Xu Jiancheng, mukuru wekambani, akamhan'arirwa uye akaiswa mujeri nevachuchisi vedangba nekuda kwegakava rechibvumirano pamusoro pekuendeswa kwekodzero dzemigodhi yejinxin.
MuJinxin Mining Co., LTD., iyo iri munharaunda inogarwa nevaTibetan, vanhu vazhinji veko vakakwereta mari kuti vatenge marori ekufambisa kuitira kuti vatore chikamu mukusimudzira migodhi, uye iye zvino vane zvikwereti zvakanyanya.
Kunyangwe mune akati wandei evakweretesi dial: muna 2018, kuitira kuchengetedza uye yakanyorwa goko kwete kudzoserwa guta, inonyungudutsa trust kutamiswa kwekodzero dzemukweretesi kune societe generale mumigodhi, maindasitiri emigodhi migodhi migodhi mikuru vakaisa mamirioni mazana matanhatu kusimudzira jinxin budiriro yemigodhi, asi maoko. yeAsia yakakura kwazvo lithium ndiro yesimbi mupunga, uye kana ari munhu asina mutungamiriri, anogara asingazive kupedzisa, jinxin migodhi budiriro ichiri kumire.
Sezvineiwo, nekukurumidza kusimuka kwemusika mutsva wemagetsi, mutengo welithium carbonate wakakwira. Vamwe vanhu vakaverenga kuti: pamutengo wezvino, Jinxin Mining inogona kubhadhara zvikwereti zvayo zvose mumakore maviri, asi panguva ino, zhonghe haigoni kuwana peni. Muchokwadi, dai isiri yeguocheng yemutengo wakaderera wekudyara uye chena Knight rubatsiro, Zhonghe angadai ari padanho rekutengesa imba.
Kuwanda kwedambudziko, ndiko kuwedzera kufara
Kuita zvakanaka, kuGuicheng Group, kuisa mari muJinxin Mining ingori kutanga, muchato unogara uchinyanya kufadza: Tora zvikwereti zveakaunti arbitrage, jekiseni mari yekushandisa kuti uwane kusimudzira kwemugodhi, kuchenesa kupokana nematare, zvakajeka uye zvisingaoneki. kuyananisa nevashambadziri nevatengi, kuti vawane kukanganiswa kwemamiriro ekunze kuongororwa, pakupedzisira kusimudzira akasiyana maficha ane bhizinesi relithium risina mhosva, kunyorwa kwakazara kweiyi ndiyo bvunzo chaiyo yeboka reguta chena knight kugona bvunzo hombe.
Muchokwadi, kutadza kweXingye Mining neZhongrong Trust kuchengetedza goko rayo kwakaratidza kuti pane zvakawanda kunyaya kupfuura zvinosangana neziso.
Asi vanoisa mari vanoita sevari kufarira zvakanyanya kugona kwaGuicheng kugadziridza, zvichipihwa nhoroondo yekubatanidzwa mukugadzirisa. Mumakore mana apfuura, Guicheng yakazvipira kutora jianxin Mining, iyo yakabhuroka, uye yakahwina rondedzero. Mukugadzirisa kutsva kwekuvaka, Guocheng Group yakabudirira kupedza kugadzirisa kwepamusoro-grade molybdenum mugodhi, Chinese uye Western Mining, iyo yava kuda kuiswa mukambani yakanyorwa; Nekuvandudzwa kwedenda muna 2020, Guicheng Boka rakatambanudza ruoko rwekubatsira kuYupang Mining, mugodhi mukuru wesirivheri muAsia, panzvimbo yakaderera, uye yakatora chikamu chekutonga chemugodhi mukuru wesirivha nemutengo wakaderera. Nenguva yakapfuura, Guocheng Mining yakanaka pakutora chikamu mukugadzirisa kubhuroka, asi zvakare ine simba rakasimba remari.
Zvisinei nemugwagwa wakareba uri pamberi, vagoveri vashoma vanogona kuva nechivimbo chekuti Guicheng inogona kudzokorora mashiripiti ayo pamugodhi wakazara nechikwereti weJinxin lithium mine, imwe yemamwe mashoma ekukura kweZhonghe.
Usatambise dambudziko, chakakosha ndechekuti hausi dambudziko
Nhoroondo zviri pachena inotamba hunyengeri hukuru paZhonghe migove. Kubva kumachira emucheka akachinja lithium, migove yese uye zvakajeka kufungidzira kutanga, kwete kufungidzira kuguma: kune shanduko yesimba idzva hakuna mubvunzo, asi shanduko yegeji rakakura rekutengesa kwemari, nhanho yekutanga yezvipingamupinyi zvemigodhi. nguva mutengo wemari, njodzi dzakawanda dzepamutemo mukuita kwekutengesa, zvese ndizvo zvakanyanya kukosha mune uye pakupedzisira kupinda mudambudziko remari.
Zvinotoshamisa ndezvokuti mugodhi welithium, waifanirwa kunge uri chitubu chikuru chekubuda kwemari nemikana yebasa, pakupedzisira wakaunza Zhonghe pasi, ichisiya zhonghe Mired mumatambudziko akawanda, kusanganisira zvikwereti uye mhosva. Vatengesi, vatengesi, hurumende dzenharaunda uye vagari vese vakadhonzerwa mumhepo yekupedzisira.
Uye mira mumaonero eboka reguta, kubva makore mana apfuura mugodhi mutsva unouya uye hupfumi hwayo hwatove hunogona kutarisa mune ramangwana remabhiriyoni emadhora kukosheswa, zvese izvi zvinobva pane yega yega nzvimbo yekutengeserana ndiyo yekudyidzana liquidity yakaoma mu nguva: chibvumirano, jinxin kududzira kwakakwana kwezviri "usatambise dambudziko" iyi quote. Zvichida, mumusika mukuru jittery nhasi, sevashambadziri tinofanira kunzwisisa zvinorehwa nemutsara uyu.
Asi isu tinofanirwa kunzwisisa kuti chirevo che "kusaparadza" dambudziko hakusi kuzvirega isu tive dambudziko pacharo
- Sezvo zvinhu zve lithium zvichiramba zvichikwira, mutsara wega wega weK unoratidzika kunge unoreva kupinza kwejeko.
Nguva yekutumira: Mar-31-2022