Ku-lithium, inkundla yomjaho egcwele imali ehlakaniphile, kunzima ukugijima ngokushesha noma ngobuhlakani kunanoma ubani omunye -- ngoba i-lithium enhle iyabiza futhi kuyabiza ukuyithuthukisa, futhi ibilokhu iyinkundla yabadlali abaqinile.
Ngonyaka odlule i-zijin Mining, enye yezinkampani zezimayini ezihamba phambili e-China, yahamba yaya olwandle futhi yawina iphrojekthi ye-lithium salt Lake project esifundazweni saseCatamarca enyakatho-ntshonalanga ye-Argentina ngamaRandi ayizigidi eziyizinkulungwane ezingu-5.
Ngokushesha kwacaca ukuthi amaRandi ayizigidi eziyizinkulungwane ezingu-5 elahliwe kwakungamalungelo nje okumba izimayini, nezigidigidi zamaRandi okusetshenziswa kwemali enkulu zisalinde ukukhokhelwa yiZijin ukuze kuqedwe ukumba nokucwengisiswa.Amashumi ezigidigidi zamaRandi emali yezimayini etshalwe ukuze kugcwaliswe imayini eyodwa kuphela yenze abantu abaningi bangaphandle babaleke.
Eqinisweni, uma sihlela zonke izinkampani ezisohlwini lwe-a-share ezinezimayini ze-lithium ngokwenani lemakethe kanye nezindawo ezigciniwe, sizothola ifomula ecishe ibe yokukopela: uma izinqolobane ze-lithium carbonate ezincane, ziphakama inani lemakethe elihlobene lenkampani.
Ingqondo yale fomula ayinzima ukubala: umthamo wezimali ophakeme wenkampani esohlwini lwe-A kuhlanganiswe nemodeli yebhizinisi yokuthuthukiswa kwezinsiza ze-lithium ezinamamajini enzuzo ephezulu kakhulu (isikhathi sokukhokha esingekho ngaphezu kweminyaka emibili) yenza imakethe izimisele kakhulu. ukunikeza amanani aphezulu ezinkampanini ezinezinsiza eziphansi uma kuqhathaniswa.Ukuhlolwa kwenani eliphezulu kusekela ukutholwa kwezimali kwezimayini ze-lithium.Izinga eliphakeme lokubuya elethwe ukutholwa, ukulinganisa okuphezulu kwephrojekthi ngenani eliphakeme lokubuya, ukulinganisa okuphezulu kusekela ukutholwa kwezimayini ze-lithium eziningi, kwakha umjikelezo omuhle lapha.Umphumela we-flywheel wazalwa: uphinde wazala izinkunzi ezinkulu ezifana ne-Jiang Te Motor kanye ne-Tibet Everest.
Ngakho-ke, thatha imayini ye-lithium, izimayini eziphelele, zingaletha ukulinganisa kwe-day leap, ukukhula kwenani lemakethe lamashumi ezinkulungwane zezigidi akuyona inkinga.Ukuze ubale izinqolobane ezimenyezelwe yizinkampani ezisohlwini, zonke amathani ayizinkulungwane eziyishumi ezigciniwe ze-lithium carbonate cishe ziyizigidi ezingama-500 zemakethe, ngakho-ke sibonile onyakeni odlule, lapho amathani ayisigidi semayini enkulu ye-lithium esandleni, angasiza inani lemakethe lenkampani likhuphuka ngokushesha.Kodwa njengoba yonke inhloko-dolobha yokuqonda lesi silinganiso esikhulu, cishe wonke umuntu uzobhekana nenkinga: intengo ye-lithium enhle ayishibhile, wonke umuntu ugqolozele, singayitholaphi intengo yezinsiza ezisezingeni eliphansi?Impendulo akunzima ukuthola:
Lapho isitha sakho sisonqenqemeni lokuqothuka.
Okuyingozi kakhulu, kuhle kakhulu
Njengoba uNdunankulu waseBrithani uWinston Churchill akha iZizwe Ezihlangene ekupheleni kweMpi Yezwe II, wathi: "Ungalokothi uchithe inkinga enhle."(Ungalokothi umoshe inkinga enhle.)
Ezimakethe zezimali ze-jittery zanamuhla, kungokwefilosofi kakhulu: kuphela uma inkampani isendaweni eqinile okufanele ithenge, lapho isivumelwano sizoba ishibhile kunalokho oke wakubona.Kodwa sinethemba elikhulu lokuthi uma ithuba lifika, sizokhishwa yimbangi eqinile, hhayi ngenye indlela.
Ngakho-ke, akumangazi kangako ukuthi iqembu le-guicheng Mining, umnikazi wamasheya omkhulu we-Guicheng Mining, lingenele ngesikhathi lowo owayeyinkanyezi ye-A-share u-Zhonghe ephethe imayini ye-lithium ewela onqenqemeni lokuqothuka nokuqedwa: NgoFebhuwari 25, 2022, i-Zhonghe Co. ,Ltd.(ngemuva kwalokhu ebizwa ngokuthi "Zhonghe"), esimiswe emakethe ye-A-share iminyaka emibili ku-New Third Board, yamemezela ukuthi i-Jinxin Mining Co.,Ltd yayo.uhlela ukwethula i-guicheng Group, umtshali-zimali, ukuze avikele izimpahla ze-lithium eziwumgogodla zika-Zhonghe endalini ngokuhlanganiswa kokukhushulwa kwemali kanye nokuboleka.Futhi usize i-Jinxin yezimayini ukubuyisela umthamo wokukhiqiza nokusebenza.
Idatha ibonisa ukuthi i-Jinxin Mining ingenye yediphozithi enkulu kunazo zonke e-spodumene e-China futhi enye yezinsiza ezingavamile zekhwalithi ephezulu ye-lithium e-China.
I-Markang Jinxin Mining Co.,Ltd., inkampani engaphansi ebalulekile ye-Zhonghe Co., Ltd., ingene ebunzimeni bebhizinisi nasenkingeni yezezimali futhi ayikwazi ukuzikhokhela izikweletu zayo.I-Guicheng Group igweme ubungozi bokudayiswa kwenkantolo kwamalungelo ezimayini, amalungelo okuhlola, imishini nemishini kanye nezinye izimpahla ezibalulekile eziphethwe yiJinxin Mining Ngokunikeza usizo.
Ngokohlelo lokukhushulwa kwezimali, ngokombiko wokulinganisa okhishwe yisikhungo sesithathu sokuhlola impahla, abatshalizimali bazosebenzisa ukukhushulwa kwezimali ngokwenani labo bonke abaninimasheya be-Jinxin Mining ngaphambi kokutshalwa kwezimali kwezigidi ezingu-429 zamayuan.Ngemuva kokuphothulwa kokwenyuka kwenhloko-dolobha, uGuocheng Evergreen, uGuocheng Deyuan ophethe u-48%, 2%, aba Zhonghe New Energy Co., Ltd. usengumnikazi wamasheya omkhulu wenkampani, ephethe u-50%.Ngaphezu kwalokho, uZhonghe, osezophelelwa yimali, uphinde wasayina isivumelwano sokubambisana esinamasu neGuocheng Group: esivumelwaneni, iGuocheng Group izokhokha izigidi ezingama-RMB ezingama-200 njengediphozithi kuZhonghe ukuze abambe iqhaza ekuqoqweni nasekuhlelweni kabusha kweZhonghe.Isivumelwano siphinde sashiya igama eliphusile: ukubuyisela intuthuko esimeme yamasheya akwa-Zhonghe, ngokushesha ngangokunokwenzeka ukufaka isicelo ngokuzimela sokufakwa kabusha ohlwini noma ukuhlanganiswa ezinye izinkampani ezisohlwini lokufakwa ohlwini lokushintshisana kwamasheya, ukuvikela izithakazelo zabakweletwayo kanye nabanikazi bamasheya abambalwa.
Ngokubona ekuhlanganisweni kwezivumelwano ezimbili, iGuicheng Group ithole u-50% olawula ukulingana kweJinxin Mining, enenani eliphelele lamathani acishe abe yizigidi ezi-3 we-lithium carbonate, ngokutshala imali engu-428.8 million yuan.Khonamanjalo, ngokukhuthaza ukuhlelwa kabusha kokuzwana komphakathi, Iphinde ibe nesinyathelo sokuqedela ukufakwa kuhlu kwe-Jinxin Mining ngokuhwebelana ngamasheya esikhathini esizayo.Kwifomula yokukopela ye-lithium, amathani ayizigidi ezi-3 we-Jinxin Mining ngisho nangokuya kwezigidi ezingu-200 zamathani ezigidigidi zenani lokuguqulwa kwenani lemakethe, inani lemakethe elingaphezu kwezigidi eziyizinkulungwane ezingu-60, uma konke kuhamba kahle, ukulinganisa kweqembu ledolobha umzuzu wokufakwa kwemali enkulu, uzuze ukuguqulwa okumangalisayo.
Kurekhodi lomhlangano we-Cadre we-2022 we-Guicheng Group, ukujabula okudalwe ukwanda kwenhloko-dolobha ye-Jinxin Mining kuvezwa ngamagama: "Lesi sinyathelo esikhulu sokusebenza sinokubaluleka okuyingqopha-mlando emgwaqeni ukuze kuzuzwe intuthuko yekhwalithi ephezulu yeqembu."
02 Uma umuhle kakhulu, udabukisa kakhulu
Yiqiniso, izimpahla ezishibhile zishibhile ngenxa yesizathu: uma uvula isaziso somphakathi saseZhonghe, ibhodi lezaziso zeBhodi Lesithathu laseZhonghe ligcwele amagama afana nokuthumba, ukumangalelwa nokwahlulela, akubukeki njengenkampani yezimayini ye-lithium ukuthi. ingafihla inani layo lemakethe lama-yuan ayizigidi eziyizinkulungwane eziyi-100.Uma kuqhathaniswa naleyo nkanyezi entsha yamandla u-Zhonghe eminyakeni embalwa edlule, u-zhonghe uguqule ngempumelelo esuka embonini yendwangu waya kwezimayini ze-lithium futhi walawula i-Jinxin Mining.Kodwa-ke, ngokuncipha kwemboni yendwangu, ukugeleza kwenhloko-dolobha yaseZhonghe kuma kungazelelwe, futhi iJinxin Mining yayidinga ukuchitha imali eningi ekuqaleni kwezimayini.
Okwamanje i-zhonghe ibambeke enkingeni: izimpahla eziqediwe zingazivikela, kodwa ukulinganiswa kwezimayini ze-lithium ezingakasetshenziswa kulinganiselwe;U-Xu Jiancheng ongowokuzalwa e-Fujian ukhethe ukukhuphula igesi elingaphansi, elivumela ngokuqondile ukuthi i-Zhonghe eyayivele inyakaza idilike.
Isitatimende sezimali sikaZhonghe asikwazanga ukukhishwa eminyakeni emibili edlule, futhi esitatimendeni sokugcina sezimali, isikweletu sikaZhonghe sisondele ku-2.8 billion yuan, osekunesikhathi eside engakwazi ukukhokhela.UZhonghe, osenesikhathi eside enezikweletu, usekhubazekile ngokuphelele:
U-Xu Jiancheng, inhloko yenkampani, washushiswa futhi waboshwa abashushisi be-dangba ngenxa yengxabano yenkontileka yokudluliselwa kwamalungelo ezimayini ze-jinxin.
EJinxin Mining Co., LTD., esendaweni ehlala abantu baseTibet, abantu abaningi bendawo baboleka imali yokuthenga amaloli ezokuthutha ukuze babambe iqhaza ekuthuthukisweni kwezimayini, futhi manje nabo basezikweletini ezinkulu.
Ngisho nakwababolekisi abaningana ukudayela: ngo-2018, ukuze kugcinwe futhi igobolondo ohlwini hhayi ukuhlehla idolobha, incibilikisa ukudluliswa trust amalungelo abakweletwayo ukuze societe generale kwezezimayini, izimayini zezimboni abanikazi bamasheya ezinkulu batshale 600 million ukukhuthaza ukuthuthukiswa kwezimayini jinxin, kodwa izingalo. ye-lithium enkulu kunazo zonke e-Asia isitsha serayisi sensimbi, futhi esimweni somuntu ongenamholi, ngaso sonke isikhathi akakwazi ukuqaphela ukuqeda, ukuthuthukiswa kwezimayini ze-jinxin kusamisiwe.
Okuxakayo ukuthi, ngokukhuphuka okusheshayo kwemakethe yamandla amasha, intengo ye-lithium carbonate ikhuphukile.Abanye abantu baye babala ukuthi: ngentengo yamanje, i-Jinxin Mining ingakhokha zonke izikweletu zayo eminyakeni emibili, kodwa okwamanje, i-zhonghe ayikwazi ukuthola isenti.Eqinisweni, ukube bekungengenxa yokutshalwa kwezimali kwenani eliphansi leqembu le-guocheng kanye nosizo lwe-Knight emhlophe, u-Zhonghe ubezoba sesiteji sendali yendlu.
Lapho isimo esibucayi sikhula, sijabula kakhulu
Ukuze kube nobulungisa, ku-Guicheng Group, ukutshala izimali ku-Jinxin Mining kuyisiqalo nje, umshado uhlale ujabulisa kakhulu: Yenza izikweletu ze-akhawunti ye-arbitrage, faka izindleko ezinkulu ukuze kuthuthukiswe ukuthuthukiswa kwezimayini, ukuhlanza izingxabano nokumangalelana, okucacile nokungabonakali. ukubuyisana nabahlinzeki kanye namakhasimende, ukuze uthole ukuhlolwa umthelela kwezemvelo updates, ekugcineni ukukhuthaza izici ezihlukahlukene babe nasici ibhizinisi lithium, uhlu oluphelele lawa uvivinyo lwangempela iqembu idolobha ikhono white knight test enkulu ngempela.
Eqinisweni, ukwehluleka kwe-Xingye Mining kanye ne-Zhongrong Trust ukuvikela igobolondo layo kubonise ukuthi kuningi endabeni kunokubonwa ngamehlo.
Kodwa abatshalizimali babonakala benentshisekelo enkulu ekhonweni likaGuicheng lokuhlela kabusha, uma kubhekwa umlando wayo wokubandakanyeka ekuhlelweni kabusha.Eminyakeni emine edlule, uGuicheng uthembise ukuthatha i-jianxin Mining, eyaba sengozini, futhi yawina ukufakwa ohlwini.Ekuhlelweni kabusha okusha kwalokhu kwakhiwa, iGuocheng Group iqede ngempumelelo ukuhlelwa kabusha kwemayini ye-molybdenum yezinga eliphezulu, i-Chinese and Western Mining, esesizojovwa enkampanini esohlwini;Ngokuthuthuka kwalolu bhubhane ngo-2020, i-Guicheng Group yelula isandla sokusiza i-Yupang Mining, imayini yesiliva enkulu kunazo zonke e-Asia, endaweni yayo ephansi kakhulu, futhi yathola isigxobo esilawulayo semayini yesiliva enkulu kunazo zonke ngentengo ephansi kakhulu.Ngethrekhi edlule, i-Guocheng Mining inhle ekubambeni iqhaza ekuhlelweni kabusha kokuqothuka, kodwa futhi inamandla aqinile wezezimali.
Ngaphandle kwendlela ende ezayo, abanikazi bamasheya abambalwa bangase baqiniseke ukuthi i-Guicheng ingaphinda umlingo wayo emayini ye-lithium ye-Jinxin egcwele izikweletu, okungenye yemibono embalwa yokukhula kwe-Zhonghe.
Ungamoshi isimo esibucayi, okubalulekile ukuthi awuyona inkinga
Umlando ngokusobala udlala iqhinga elikhulu ku-Zhonghe share.Kusukela izigayo zendwangu waphendukela lithium, wonke amasheya futhi ngokucacile ukuqagela isiqalo, hhayi ukuqagela isiphetho: ekufezeni uguquko entsha amandla ngokungangabazeki ilungile, kodwa ukuguqulwa igebe elikhulu of capital inzuzo, isigaba sokuqala izithiyo ezinkulu yezimayini kanye izindleko zesikhathi sezimali, izingozi eziningi ezingokomthetho ohlelweni lokuhweba, konke kuyisici esibaluleke kakhulu futhi ekugcineni sibe nenkinga yemali.
Okuxakayo ukuthi imayini ye-lithium, obekufanele ibe umthombo omkhulu wokugeleza kwemali kanye namathuba omsebenzi, yagcina yehlise uZhonghe, yashiya uzhonghe Mired ezinkingeni eziningi, okuhlanganisa izikweletu namacala.Abahlinzeki, abathengisi, ohulumeni basekhaya kanye nezakhamizi bonke bahudulelwe endaweni yokugcina.
Futhi ume ngokombono weqembu ledolobha, kusukela eminyakeni emine nje edlule ukungena kwezimayini okusha kanye nesamba sempahla yakhona kakade singabheka inani lekusasa lezigidigidi zamaRandi, konke lokhu kusekelwe kuwo wonke amaphuzu ohwebo yi-county liquidity yomile emakethe. umzuzu: isivumelwano, i-jinxin incazelo ephelele yalokho okuwukuthi "ungamoshi inkinga" lesi sicaphuno.Mhlawumbe, emakethe ye-capital jittery namuhla, njengabatshalizimali kufanele siqonde incazelo yalo musho.
Kepha kufanele siqonde ukuthi isisekelo sokuthi "singamoshi" inkinga ukuthi singazivumeli sibe inkinga uqobo
- Njengoba izimpahla ze-lithium ziqhubeka nokukhuphuka, wonke umugqa we-K ubonakala ubonisa unqenqema olubukhali lwesikela.
Isikhathi sokuthumela: Mar-31-2022