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跑步邁進「A+H」時代 天齊鋰業深耕黃金賽道築牢價值護城河

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2022年7月6日 16時12分

跑步邁進「A+H」時代 天齊鋰業深耕黃金賽道築牢價值護城河

香港, 2022年7月6日 – (亞太商訊) – 據彭博終端機報道,隨着我國對清潔能源和「雙碳」目標的重視,新能源汽車和儲能需求迎來強勁增長,帶動電池產業鏈的快速發展,產業鏈上游的金屬鋰由以前的「工業味精」變為如今的「白色石油」,行業佼佼者也在資本市場大展拳腳。據悉,天齊鋰業股份有限公司(09696.HK)於今日(7月6日)完成招股,並擬於7月13日正式掛牌交易,加速邁進「A+H」時代,有望成為新能源發展賽道的細分產業領軍者。

天齊鋰業是中國及全球領先的鋰生產商,此前已於2010年8月於深圳證券交易所上市。公司於澳大利亞擁有及開採鋰礦產,並於中國生產鋰化合物及衍生物。根據伍德麥肯茲報告,2021年,按鋰產生的收入計,公司排名第三;按產量計,公司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%,亦是全球第二大電池級碳酸鋰供貨商和全球十大電池級氫氧化鋰供貨商之一。

鋰資源儲備充足 客戶群體穩定優質

天齊鋰業是世界上少數幾個同時布局高質量硬岩鋰礦和鋰滷水礦的企業之一。憑藉龐大優質的上游鋰資源,公司可為鋰化合物生產提供充足、穩定的原材料。

通過泰利森的鋰礦開採權,公司可使用格林布什礦場,就2021年的產量及儲量計,格林布什礦場擁有全球最大的硬岩鋰礦,也是成本最低的大型鋰礦。目前,該礦場的剩餘礦山壽命約為21年,可在整個行業生命周期支持公司現有和未來的生產工廠,從而延續天齊鋰業競爭優勢,支持客戶業務發展。

此外,截至天齊鋰業招股書披露的最後實際可行日期,天齊鋰業持有全球最大的滷水鋰化合物生產商SQM的22.78%股權,是其第二大股東。通過對SQM持股,公司在戰略上獲得了世界上最大的滷水制鋰儲地——阿塔卡馬鹽湖的資源。對SQM的投資,也讓天齊鋰業在持有硬岩鋰礦資源的基礎上,增加了對SQM世界一流的滷水資源的布局,鞏固了其行業地位,併產生穩定且具吸引力的長期財務回報。

憑藉在鋰行業已擁有逾20年的行業經驗,天齊鋰業已通過銷售隊伍的努力和銷售覆蓋範圍的擴張,與全球和中國許多鋰終端用戶建立了長期關係,主要擁有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在內的穩定優質客戶群。目前,公司產品已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,未來成長更具確定性。

技術優勢突出 業績步入正軌

在擁有豐富鋰資源儲備的同時,如何提高產品質量及成本效率成為了天齊鋰業鞏固客群、提升利潤的關鍵一環。為此,公司開發出了一系列創新的生產技術並安裝先進的設備以優化生產工藝。目前,天齊鋰業技術中心被認定為「國家企業技術中心」,共擁有166項授權專利,包括84項中國發明專利及4項海外發明專利、11項設計專利及67項實用新型專利。

得益於此,天齊鋰業業績獲得顯著提升。招股書披露,公司收益由截至2021年3月31日止三個月的約人民幣9.00億元大幅增至截至2022年3月31日止三個月的約人民幣52.13億元,現金流充沛;截至2021年12月31日止年度,公司毛利同比大幅增長253.3%至約46.88億元;毛利率達61.7%,其中鋰化合物及衍生物銷售業務的毛利率為61.5%,鋰精礦銷售業務的毛利率為62.0%。

近年來,儲能的能量需求持續上升且增速加快,預計未來全球電化學儲能的能量需求將繼續保持增長,鋰離子電池或將成為儲能電池的主流方向。天齊鋰業有能力充分把握全球新能源革命的機遇,通過拓寬業務布局、擴充產能和提升國際品牌知名度,鞏固其競爭優勢。對港股投資者來說,天齊鋰業無疑是極具吸引力的投資目標,未來發展值得期待。


News URL: https://www.acnnewswire.com/press-release/simplifiedchinese/76313/

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