A cikin lithium, tseren tseren da ke cike da kuɗaɗe masu wayo, yana da wuya a yi saurin gudu ko mafi wayo fiye da kowa - saboda ingantaccen lithium yana da tsada kuma yana da tsada don haɓakawa, kuma ya kasance filin wasa masu ƙarfi.
A bara, Zijin Mining, daya daga cikin manyan kamfanonin hakar ma'adinai na kasar Sin, ya je teku, ya samu nasarar aikin tafkin gishiri na Tres Quebradas Salar (3Q) a lardin Catamaca dake arewa maso yammacin kasar Argentina kan dala biliyan 5.
Ba da daɗewa ba ya bayyana cewa dala biliyan 5 da aka jefar na haƙƙin ma’adinai ne kawai, tare da kashe biliyoyin daloli na jari har yanzu ana jiran a biya Zijin don kammala aikin hakar ma’adinai da tacewa.Dubun biliyoyin daloli na kuɗaɗen ma'adanan da aka kashe don cike ma'adanan ma'adanan guda ɗaya kawai ya sa wasu da yawa a waje suka ƙaurace wa.
A gaskiya ma, idan muka tsara duk kamfanonin da aka jera tare da ma'adinan lithium bisa ga darajar kasuwa da ajiyar kuɗi, za mu sami tsarin kusan yaudara: ƙananan ajiyar lithium carbonate, mafi girman darajar kasuwa na kamfanin.
Ma'anar wannan dabara ba ta da wahala a ƙididdigewa: babban rabon A-share da aka jera mafi girman ƙarfin kuɗi na kamfani haɗe tare da tsarin kasuwanci na haɓaka albarkatun lithium tare da ribar riba mai yawa (lokacin biya wanda bai wuce shekaru biyu ba) yana sa kasuwa ta fi son. don ba da ƙima mafi girma ga kamfanoni masu ƙarancin albarkatu.Babban kima yana goyan bayan samun kuɗaɗen siyan ma'adinan lithium.Mafi girman ƙimar dawowar da aka samu ta hanyar siye, mafi girman ƙimar aikin tare da ƙimar dawowa mai yawa, ƙimar mafi girma tana goyan bayan samun ƙarin ma'adinan lithium, samar da ingantaccen zagayowar anan.An haifi tasirin tashi: ya kuma haifar da irin waɗannan manyan hannun jari kamar Jiang Te Motor da Tibet Everest.
Sabili da haka, ɗauki ma'adinin lithium, cikakken ma'adinai, na iya kawo ƙima na tsalle-tsalle na rana, haɓaka darajar kasuwa na dubun-dubatar biliyoyin ba matsala ba ce.Domin yin lissafin ajiyar da kamfanonin da aka lissafa suka sanar, kowane ton dubu goma na ajiyar lithium carbonate ya kai kimanin darajar kasuwa miliyan 500, don haka mun ga a cikin shekarar da ta gabata, lokacin da tan miliyan daya na babban ma'adinin lithium a hannu, zai iya taimakawa. Darajar kasuwar kamfani ta tashi tsaye.Amma kamar yadda duk babban birnin kasar don fahimtar wannan babban abin amfani, kusan kowa zai fuskanci matsala: farashin lithium mai kyau ba shi da arha, kowa yana kallo, a ina za mu iya samun farashin albarkatun kasa?Amsar ba ta da wahala a gano:
Lokacin da abokin adawar ku yana kan hanyar fatara.
Mafi haɗari, mafi kyau
Yayin da Firayim Ministan Biritaniya Winston Churchill ya kafa Majalisar Dinkin Duniya a karshen yakin duniya na biyu, ya ce: "Kada ku ɓata rikici mai kyau."(Kada ku ɓata rikici mai kyau.)
A cikin kasuwannin babban jari na yau, duk ya fi falsafa: kawai lokacin da takwarorinsu ke cikin matsananciyar wuri wanda dole ne ya saya, yarjejeniyar za ta kasance mai rahusa fiye da yadda kuke gani.Amma muna fatan cewa idan dama ta zo, za a yi galaba a kan mu da abokin hamayya mai karfi, ba akasin haka ba.
Don haka, ba abin mamaki ba ne cewa rukunin ma'adinai na Guicheng, babban mai hannun jari na Guicheng Mining, ya shiga lokacin da tsohon tauraron A-share Zhonghe rike da ma'adinan lithium ya fadi a kan gabar fatarar kudi da ruwa: A ranar 25 ga Fabrairu, 2022, Zhonghe Co. , Ltd.(nan gaba ake kira "Zhonghe"), wanda aka dakatar daga kasuwar A-share na tsawon shekaru biyu zuwa Sabuwar Hukumar ta Uku, ta sanar da cewa Jinxin Mining Co., Ltd.yana shirin gabatar da rukunin Guicheng, mai saka jari, don kare ainihin kadarorin lithium na Zhonghe daga gwanjo ta hanyar hada-hadar karuwar jari da lamuni.Kuma taimaka Jinxin hakar ma'adinai don dawo da samarwa da iya aiki.
Bayanai sun nuna cewa hakar ma'adinan Jinxin na daya daga cikin manyan ma'adinan spodumene a kasar Sin kuma daya daga cikin manyan albarkatun lithium masu inganci da ba kasafai ba a kasar Sin.
Markang Jinxin Mining Co., Ltd., wani muhimmin reshe na Zhonghe Co., Ltd., ya fada cikin matsalolin kasuwanci da rikicin kudi kuma ya kasa biyan bashin da yake bi.Rukunin Guicheng ya kauce wa hadarin shari'a na yin gwanjon haƙƙin ma'adinai, haƙƙoƙin bincike, injuna da kayan aiki da sauran mahimman kadarorin da Jinxin Mining ke riƙe ta hanyar ba da taimako.
Dangane da shirin kara babban birnin kasar, bisa rahoton kimantawa da hukumar tantance kadarorin ta wasu kamfanoni ta fitar, masu zuba jari za su aiwatar da karin babban jari bisa kididdigar da aka samu na daidaiton ma'adinan Jinxin na dukkan masu hannun jari kafin zuba jarin Yuan miliyan 429.Bayan da aka kammala karuwar babban birnin kasar, Guocheng Evergreen, Guocheng Deyuan da ke da kashi 48%, da kashi 2%, Aba Zhonghe New Energy Co., Ltd. har yanzu shine babban mai hannun jarin kamfanin, yana da kashi 50%.Bugu da kari, Zhonghe, wanda ke daf da yin fatara, ya kuma rattaba hannu kan wata yarjejeniyar hadin gwiwa bisa manyan tsare-tsare tare da kungiyar Guocheng: a cikin yarjejeniyar, kungiyar Guocheng za ta biya kudin RMB miliyan 200 a matsayin ajiya ga Zhonghe don shiga cikin fatara da sake tsara Zhonghe.Yarjejeniyar ta kuma bar wata kalma mai ma'ana: maido da dauwamammen ci gaban hannun jari na Zhonghe, da wuri-wuri don neman 'yancin kai don sake yin rajista ko hadewar wasu kamfanoni da aka jera don lissafin musayar hannayen jari, kiyaye muradun masu lamuni da masu karamin karfi.
Dangane da hadewar yarjejeniyoyin biyu, Guicheng Group ya samu kashi 50% na sarrafa ma'adinan Jinxin, wanda ke da adadin kusan tan miliyan 3 na lithium carbonate, kawai ta hanyar zuba jarin yuan miliyan 428.8.A halin yanzu, ta hanyar inganta daidaituwar daidaituwar jama'a sake fasalin, Hakanan yana ɗaukar himma don kammala jerin ma'adinan Jinxin ta hanyar musayar hannun jari a nan gaba.A cikin dabarar yaudarar lithium, ton miliyan 3 na hakar ma'adinan Jinxin ko da bisa ga tan miliyan 200 a kan kowace tan miliyan na ajiyar kimar kasuwa, darajar kasuwa ce ta sama da biliyan 60 behemoth, idan komai ya yi kyau, ƙimar ƙungiyar birni a cikin ƙima. lokacin allurar jari-hujja, ya samu koma baya mai ban mamaki.
A cikin rikodin taron Cadre na 2022 na Guicheng Group, jubilation da aka haifar da karuwar babban birnin Jinxin Mining an bayyana shi cikin kalmomi: "Wannan babban ma'auni na aiki yana da muhimmiyar mahimmanci a kan hanya don cimma babban ci gaba na kungiyar."
02 Mafi kyawun kyan gani, mafi bakin ciki
Tabbas, kadarorin masu arha suna da arha saboda dalili: idan kun buɗe sanarwar jama'a na Zhonghe, sabon allon sanarwa na Uku na Zhonghe yana cike da kalmomi kamar kamawa, ƙara da yanke hukunci, bai yi kama da kamfanin hakar lithium ba. zai iya boye darajar kasuwan sa na yuan biliyan 100.Idan aka kwatanta da wannan sabon tauraron makamashi na Zhonghe a 'yan shekarun da suka gabata, zhonghe ya samu nasarar rikidewa daga masana'antar masaku zuwa ma'adinin lithium kuma ya mallaki aikin hakar ma'adinai na Jinxin.Duk da haka, tare da raguwar masana'antar masaka, babban birnin Zhonghe ya tsaya ba zato ba tsammani, kuma aikin hakar ma'adinai na Jinxin ya bukaci kashe kudi mai yawa a farkon matakin hakar ma'adinai.
A halin yanzu zhonghe ya shiga cikin rudani: kadarorin da ke da ruwa za su iya kare kansu, amma kimar ma'adinan lithium da ba a yi amfani da su ba yana da iyaka;Xu Jiancheng 'yar asalin Fujian ta zaɓi ƙara ƙasan iskar gas, wanda kai tsaye ya sa Zhonghe da ya riga ya girgiza ya ruguje.
Shekaru biyu da suka gabata ba a iya fitar da bayanin kudi na Zhonghe ba, kuma a cikin bayanin kudi na karshe, bashin Zhonghe ya kai kusan yuan biliyan 2.8, wanda aka dade ana fama da shi.Zhonghe, wanda ya dade yana bin bashi, yanzu ya shanye gaba daya:
Masu gabatar da kara na dangba sun gurfanar da Xu Jiancheng, shugaban kamfanin, tare da daure shi a kurkuku saboda takaddamar kwangilar mika hakkin hako ma'adinan jinxin.
A Jinxin Mining Co., LTD., wanda ke cikin yankin da 'yan kabilar Tibet ke zaune, yawancin mutanen yankin sun karbi bashin kudi don siyan manyan motoci na sufuri domin su shiga harkar bunkasa hakar ma'adinai, kuma a yanzu suna fama da bashi mai yawa.
Ko da a cikin masu ba da lamuni da yawa bugun kira: a cikin 2018, don riƙe da kuma jera harsashi ba ja da baya ba, narke amincewa da canja wurin haƙƙin masu ba da lamuni ga jama'a a cikin ma'adinai, manyan masu hakar ma'adinai na masana'antu sun kashe miliyan 600 don haɓaka haɓakar ma'adinai na jinxin, amma makamai na Lithium mafi girma a Asiya da kwanon shinkafa na ƙarfe, kuma a cikin yanayin rashin jagora, koyaushe ba zai iya gane gamawa ba, ci gaban ma'adinai na jinxin har yanzu yana nan.
Abin ban mamaki, tare da saurin haɓakar sabuwar kasuwar makamashi, farashin lithium carbonate ya tashi.Wasu mutane sun ƙididdige cewa: a farashin yanzu, Jinxin Mining zai iya biya duk bashinsa a cikin shekaru biyu, amma a halin yanzu, zhonghe ba zai iya samun dinari ba.A zahiri, idan ba don saka hannun jari mai rahusa na ƙungiyar guocheng da taimakon fararen fata na Knight ba, Zhonghe zai kasance cikin matakin gwanjon gida.
Rikicin da ya fi yawa, yana da daɗi
Don zama gaskiya, ga Guicheng Group, zuba jari a Jinxin Mining ne kawai farkon, bikin aure ne ko da yaushe mafi farin ciki: Ɗauki alhakin asusu arbitrage, allura babban birnin kasar kashe kudi don gane mine ci gaban, tsaftacewa da husuma da shari'a, bayyane da kuma ganuwa. sulhu tare da masu kaya da abokan ciniki, don samun ƙimar tasirin muhalli na sabuntawa, ƙarshe don haɓaka al'amuran daban-daban suna da kasuwancin lithium mara kyau, cikakken jerin waɗannan shine ainihin gwajin ƙungiyar fararen hular birni na gaske babban gwaji.
Hasali ma, gazawar da kamfanin na Xingye Mining da Zhongrong Trust ya yi wajen kare harsashinsa ya nuna cewa akwai sauran abubuwan da ke faruwa a cikin labarin fiye da ido.
Amma da alama masu zuba jari sun fi sha'awar ikon Guicheng na sake fasalin, la'akari da tarihin sa na sake fasalin.A cikin shekaru hudu da suka gabata, Guicheng ya yi tayin daukar nauyin hakar ma'adinai na Jianxin, wanda ya yi fatara, kuma ya sami jerin sunayen.A sabon sake fasalin ginin, kamfanin Guocheng ya samu nasarar kammala gyara manyan ma'adinan ma'adinan molybdenum, na kasar Sin da na yammacin duniya, wanda ke gab da shigar da shi cikin kamfanin da aka jera;Tare da ci gaban annobar a cikin 2020, rukunin Guicheng ya ba da taimako ga Yupang Mining, mafi girman ma'adinin azurfa a Asiya, a mafi ƙanƙanta, kuma ya sami ikon sarrafa gungumen azaba mafi girma a kan farashi mai rahusa.Tare da waƙar da ta gabata, Guocheng Mining yana da kyau a shiga cikin sake fasalin fatarar kuɗi, amma kuma yana da ƙarfin kuɗi mai ƙarfi.
Duk da doguwar titin da ke gaba, masu hannun jari marasa rinjaye na iya kasancewa da kwarin gwiwa cewa Guicheng na iya maimaita sihirinsa a ma'adinin lithium na Jinxin da ke cike da bashi, daya daga cikin 'yan kadan na ci gaban Zhonghe.
Kada ku barnata rikici, abu mai mahimmanci shi ne ba ku ne rikicin ba
Babu shakka tarihi yana yin babban zamba akan hannun jari na Zhonghe.Daga yadi Mills juya lithium, duk hannun jari da kuma a fili don tsammani farkon, ba tsammani karshen: zuwa ga wani sabon makamashi canji ne babu shakka daidai, amma canji na babbar gibi na babban birnin kasar canji, farkon mataki na ma'adinai giant shinge da kuma kudin lokaci na kudade, yawancin haɗari na doka a cikin aiwatar da ciniki, duk shine mafi mahimmancin mahimmanci a cikin kuma a ƙarshe cikin rikicin kuɗi.
Abin ban mamaki, ma'adinin lithium, wanda ya kamata ya zama babbar hanyar samar da kudade da kuma samar da ayyukan yi, daga karshe ya durkusar da Zhonghe, wanda ya bar zhonghe Mired cikin rikice-rikice da yawa, gami da basussuka da kararraki.Masu ba da kayayyaki, dillalai, ƙananan hukumomi da ƴan ƙasa duk an ja su cikin vortex na ƙarshe.
Kuma tsaya a cikin hangen nesa na birnin kungiyar, daga kawai shekaru hudu da suka wuce wani sabon ma'adinai mai shigowa da kadarorinsa jimlar riga iya duba cikin nan gaba biliyoyin daloli kimanta, duk wannan dogara ne a kan kowane ciniki batu ne counterparty liquidity bushe a cikin gaba. lokacin: yarjejeniyar, jinxin cikakkiyar fassarar abin da ke "kada ku ɓata rikici" wannan zance.Wataƙila, a cikin jittery babban kasuwa a yau, a matsayin masu zuba jari ya kamata mu fahimci ma'anar wannan jumla.
Amma ya kamata mu fahimci cewa jigo na rashin "barna" rikicin shine kada mu bar kanmu mu zama rikicin da kansa
-- Yayin da kadarorin lithium ke ci gaba da hauhawa, kowane layin K da alama yana nuna kaifi gefen sikila.
Lokacin aikawa: Maris-31-2022