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受锂需求旺盛影响,中国华友集团拟收购澳大利亚矿业公司

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-- 浙江华友钴业(SHA:603799)将以约2.1亿美元收购澳大利亚矿业公司Atlantic Lithium(ASX:A11)及其在加纳的锂矿资产。 据《日经亚洲》周五报道,此次收购正值伊朗战争可能推高锂需求之际,锂是电动汽车电池的关键成分。 根据周四提交给澳大利亚证券交易所的文件,华友将通过一项安排计划以每股0.25486美元的价格收购Atlantic Lithium的股份,较Atlantic Lithium上一交易日收盘价每股0.280澳元溢价26.6%。 Atlantic Lithium的最大股东,南非公司Assore International将投票赞成该收购方案。 根据此前的公告,大西洋锂业(Atlantic Lithium)与埃莱夫拉锂业(Elevra Lithium,ASX:ELV)共同拥有位于加纳的埃沃亚锂矿(Ewoyaa Lithium)的控制权。该矿预计在12年的开采寿命期内,将生产360万吨锂辉石精矿,这是一种高纯度的锂铝硅酸盐。 大西洋锂业首席执行官基思·穆勒(Keith Muller)表示,此次收购“认可了埃沃亚锂矿作为一项极具吸引力的硬岩锂矿资产,能够服务于不断增长的全球电动汽车和储能市场”。 华友锂业董事长陈洪亮表示:“收购埃沃亚锂矿项目是对我们现有在非洲电池金属矿开采业务的补充,对于华友锂业而言,这是一项合乎逻辑的交易,因为我们将继续构建新能源材料业务。” 据《日经新闻》报道,钴是华友锂业的主要产品,但这家中国矿业公司也生产锂,其锂销售额增长12%,达到34.4亿元人民币。 据报纸报道,华友公司是津巴布韦阿卡迪亚锂矿的所有者。 据大西洋锂业公司称,这家澳大利亚矿业公司的股东将于11月对该方案进行投票表决,预计交易将于12月完成。

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