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天齊鋰業啟動招股:全球最大的鋰開採運營商 客戶群穩定龐大

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2022年6月30日 13時41分

天齊鋰業啟動招股:全球最大的鋰開採運營商 客戶群穩定龐大

香港, 2022年6月30日 – (亞太商訊) – 據彭博終端機報道,近年來,隨着全球新能源汽車市場的迅速增長及儲能產業的飛速發展,金屬鋰的市場需求趨於旺盛。6月30日,中國及全球領先的鋰業龍頭——天齊鋰業開啟港股招股,最高發售價為每股港82元,公司的上市進程更進一步。

公開數據顯示,天齊鋰業是中國及全球領先的鋰生產商,於2010年8月31日在深圳證券交易所上市(股份代號:002466)。公司通過子公司泰利森,持有格林布什礦場的鋰礦開採權,運營涵蓋鋰價值鏈的關鍵環節,包括開採鋰礦石並生產鋰精礦及生產鋰化合物及衍生物。

持續加碼在全球的業務布局 市場份額及市場地位不俗

根據伍德麥肯茲報告(下同),天齊鋰業是中國唯一通過大型、一致且穩定的鋰精礦供給實現100%自給自足以及全面垂直整合鋰礦的鋰生產商。按2021年的鋰精礦產量計,公司的一家子公司為全球最大的鋰開採運營商,市場份額為38%,且按2021年鋰產生的收入計,公司排名第三。按2021年的產量計,公司亦為全球第四大及亞洲第二大鋰化合物生產商,市場份額分別為7%及12%。

眾所周知,鋰電池是電動汽車的重要組成部分,天齊鋰業具備豐富的產品組合,結合先進的生產能力,能夠製造出鋰化合物及衍生物,以滿足主要電池材料製造商的嚴格要求。公司的碳酸鋰產品被認為是中國市場的標杆產品,是2021年世界第二大電池級碳酸鋰供貨商及世界前十大電池級氫氧化鋰供貨商之一。

為進一步擴大產能,天齊鋰業持續加碼在全球業務布局。公司在西澳洲奎納納建造了一個電池級氫氧化鋰製造廠,一期工廠年產能為24,000噸,施工已完成且目前正處於試生產階段。同時,公司正就奎納納電池級氫氧化鋰二期工廠的建設計划進行可行性研究及編製所需資本開支估算,並且在四川省遂寧市建設碳酸鋰工廠,而建成投產後預計年產能分別可再增加24,000噸和20,000噸。

憑藉在優質鋰原料自給自足的能力、多樣化的產品組合以及領先的生產能力,天齊鋰業能夠滿足電動汽車和儲能領域日益增長的需求,並跟上鋰基新能源領域的最新技術突破的步伐,進而推動公司的穩步發展。

優質的上游鋰資源提供強勁支持 擁有業內顯著成本優勢

除了鋰電方面,天齊鋰業還是世界上少數幾個同時擁有高質量硬岩鋰礦和鋰滷水礦的企業之一。通過泰利森的鋰礦開採權,公司可使用格林布什礦場,按產量及儲量計算,該礦場擁有世界最大的硬岩鋰礦。泰利森於2021年的化學級鋰精礦產量達102.0千噸LCE,使其成為全球最大的化學級鋰精礦供貨商。

與此同時,天齊鋰業通過對SQM持股,在戰略上獲得阿塔卡馬鹽湖的資源。阿塔卡瑪鹽湖於2021年為世界上最大的滷水制鋰儲地。按產量計算,SQM亦是2021年世界上最大的滷水鋰化合物生產商。對SQM的戰略持股增加了公司對SQM世界一流的滷水資源的布局,從而進一步鞏固公司的行業地位,併產生穩定且具吸引力的長期財務回報。同時,憑藉龐大優質的上游鋰資源提供強勁支持,天齊鋰業能夠為鋰化合物生產提供充足、穩定的原材料。

在業務覆蓋方面,得益於業務線之間的協同作用,天齊鋰業的營運涵蓋鋰行業價值鏈的關鍵環節和方面,包括開採鋰礦石及生產鋰精礦、生產鋰化合物及衍生物,能夠有效應對不斷變化的市場需求。

天齊鋰業是中國唯一通過大型、一致且穩定的鋰精礦供給實現了100%自給自足並全面垂直整合的生產商。100%鋰精礦自給自足,可實現具有一致性和高質量的各種終端產品的規模化生產及先進的生產技術,高度先進的生產技術為其提供成本優勢,從而提高營運效率、安全性和盈利能力。

客戶群穩定、優質且龐大 盈利能力及核心競爭力增強

作為全球鋰行業的老牌領先企業,天齊鋰業已建立穩定的優質客戶群,主要包括全球頂級電池製造商、電池材料生產商、跨國電子公司和玻璃生產商。按2021年市場份額計,公司的產品供應給世界五大大型鋰離子電池製造商中的三家製造商,以及世界十大正極材料製造商中的六家。

天齊鋰業憑藉全面垂直整合的業務模式,能夠取得顯著的成本優勢以及高盈利的能力。根據招股書,於2019年、2020年及2021年12月31日止年度,公司的收益分別為人民幣4,816.4百萬元、人民幣3,215.2百萬元及人民幣7,597.9百萬元。截至2021年12月31日止年度,公司錄得凈利潤人民幣4,205.8百萬元。

此外,在鋰礦開採和生產方面,天齊鋰業擁有長期且經證實的高效的營運往績,憑藉專業知識和過硬的技術實力,能夠為電池行業供應鏈實現認證過程所要求的產品高度一致性和高質量,對市場准入構成了若干高壁壘。

強大敬業的研發團隊 發展空間有望進一步提升

在研發方面,天齊鋰業組建一個敬業的研發團隊,其核心領導團隊成員為來自對鋰產品的研發至關重要的各類科學領域的經驗豐富的專家。截至最後實際可行日期,公司合共166項專利獲得授權,32項專利正處於申請階段,包括若干行業領先的技術及產品創新。

中長期來看,隨着全球能源結構的調整以及滿足「碳中和」的要求,儲能系統將成為未來十年鋰行業增長最快的終端市場之一。根據伍德麥肯茲報告,儲能相關基礎設施的鋰消耗量預計自2022年至2026年以11.6%的複合年增長率增長,於2026年達59.0千噸LCE消耗量。

成功的業務模式,顯著的成本優勢,領先的技術及龐大優質的客戶群,均助力着天齊鋰業長期受益行業高速發展帶來的機遇。在港上市後,公司的行業地位有望進一步上升,市場份額不斷擴大,具備更大的想象空間,值得期待。


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