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天齐锂业启动招股:全球最大的锂开采运营商 客户群稳定庞大

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2022年6月30日 13时41分

天齐锂业启动招股:全球最大的锂开采运营商 客户群稳定庞大

香港, 2022年6月30日 – (亚太商讯) – 据彭博终端机报道,近年来,随着全球新能源汽车市场的迅速增长及储能产业的飞速发展,金属锂的市场需求趋于旺盛。6月30日,中国及全球领先的锂业龙头——天齐锂业开启港股招股,最高发售价为每股港82元,公司的上市进程更进一步。

公开数据显示,天齐锂业是中国及全球领先的锂生产商,于2010年8月31日在深圳证券交易所上市(股份代号:002466)。公司通过子公司泰利森,持有格林布什矿场的锂矿开采权,运营涵盖锂价值链的关键环节,包括开采锂矿石并生产锂精矿及生产锂化合物及衍生物。

持续加码在全球的业务布局 市场份额及市场地位不俗

根据伍德麦肯兹报告(下同),天齐锂业是中国唯一通过大型、一致且稳定的锂精矿供给实现100%自给自足以及全面垂直整合锂矿的锂生产商。按2021年的锂精矿产量计,公司的一家子公司为全球最大的锂开采运营商,市场份额为38%,且按2021年锂产生的收入计,公司排名第三。按2021年的产量计,公司亦为全球第四大及亚洲第二大锂化合物生产商,市场份额分别为7%及12%。

众所周知,锂电池是电动汽车的重要组成部分,天齐锂业具备丰富的产品组合,结合先进的生产能力,能够制造出锂化合物及衍生物,以满足主要电池材料制造商的严格要求。公司的碳酸锂产品被认为是中国市场的标杆产品,是2021年世界第二大电池级碳酸锂供货商及世界前十大电池级氢氧化锂供货商之一。

为进一步扩大产能,天齐锂业持续加码在全球业务布局。公司在西澳洲奎纳纳建造了一个电池级氢氧化锂制造厂,一期工厂年产能为24,000吨,施工已完成且目前正处于试生产阶段。同时,公司正就奎纳纳电池级氢氧化锂二期工厂的建设计划进行可行性研究及编制所需资本开支估算,并且在四川省遂宁市建设碳酸锂工厂,而建成投产后预计年产能分别可再增加24,000吨和20,000吨。

凭借在优质锂原料自给自足的能力、多样化的产品组合以及领先的生产能力,天齐锂业能够满足电动汽车和储能领域日益增长的需求,并跟上锂基新能源领域的最新技术突破的步伐,进而推动公司的稳步发展。

优质的上游锂资源提供强劲支持 拥有业内显著成本优势

除了锂电方面,天齐锂业还是世界上少数几个同时拥有高质量硬岩锂矿和锂卤水矿的企业之一。通过泰利森的锂矿开采权,公司可使用格林布什矿场,按产量及储量计算,该矿场拥有世界最大的硬岩锂矿。泰利森于2021年的化学级锂精矿产量达102.0千吨LCE,使其成为全球最大的化学级锂精矿供货商。

与此同时,天齐锂业通过对SQM持股,在战略上获得阿塔卡马盐湖的资源。阿塔卡玛盐湖于2021年为世界上最大的卤水制锂储地。按产量计算,SQM亦是2021年世界上最大的卤水锂化合物生产商。对SQM的战略持股增加了公司对SQM世界一流的卤水资源的布局,从而进一步巩固公司的行业地位,并产生稳定且具吸引力的长期财务回报。同时,凭借庞大优质的上游锂资源提供强劲支持,天齐锂业能够为锂化合物生产提供充足、稳定的原材料。

在业务覆盖方面,得益于业务线之间的协同作用,天齐锂业的营运涵盖锂行业价值链的关键环节和方面,包括开采锂矿石及生产锂精矿、生产锂化合物及衍生物,能够有效应对不断变化的市场需求。

天齐锂业是中国唯一通过大型、一致且稳定的锂精矿供给实现了100%自给自足并全面垂直整合的生产商。100%锂精矿自给自足,可实现具有一致性和高质量的各种终端产品的规模化生产及先进的生产技术,高度先进的生产技术为其提供成本优势,从而提高营运效率、安全性和盈利能力。

客户群稳定、优质且庞大 盈利能力及核心竞争力增强

作为全球锂行业的老牌领先企业,天齐锂业已建立稳定的优质客户群,主要包括全球顶级电池制造商、电池材料生产商、跨国电子公司和玻璃生产商。按2021年市场份额计,公司的产品供应给世界五大大型锂离子电池制造商中的三家制造商,以及世界十大正极材料制造商中的六家。

天齐锂业凭借全面垂直整合的业务模式,能够取得显著的成本优势以及高盈利的能力。根据招股书,于2019年、2020年及2021年12月31日止年度,公司的收益分别为人民币4,816.4百万元、人民币3,215.2百万元及人民币7,597.9百万元。截至2021年12月31日止年度,公司录得净利润人民币4,205.8百万元。

此外,在锂矿开采和生产方面,天齐锂业拥有长期且经证实的高效的营运往绩,凭借专业知识和过硬的技术实力,能够为电池行业供应链实现认证过程所要求的产品高度一致性和高质量,对市场准入构成了若干高壁垒。

强大敬业的研发团队 发展空间有望进一步提升

在研发方面,天齐锂业组建一个敬业的研发团队,其核心领导团队成员为来自对锂产品的研发至关重要的各类科学领域的经验丰富的专家。截至最后实际可行日期,公司合共166项专利获得授权,32项专利正处于申请阶段,包括若干行业领先的技术及产品创新。

中长期来看,随着全球能源结构的调整以及满足「碳中和」的要求,储能系统将成为未来十年锂行业增长最快的终端市场之一。根据伍德麦肯兹报告,储能相关基础设施的锂消耗量预计自2022年至2026年以11.6%的复合年增长率增长,于2026年达59.0千吨LCE消耗量。

成功的业务模式,显著的成本优势,领先的技术及庞大优质的客户群,均助力着天齐锂业长期受益行业高速发展带来的机遇。在港上市后,公司的行业地位有望进一步上升,市场份额不断扩大,具备更大的想象空间,值得期待。


News URL: https://www.acnnewswire.com/press-release/simplifiedchinese/76209/

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