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天齊鋰業登陸港交所:龍頭地位顯著 競爭壁壘高築正乘風而起

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2022年7月20日 14時28分

天齊鋰業登陸港交所:龍頭地位顯著 競爭壁壘高築正乘風而起

香港, 2022年7月20日 – (亞太商訊) – 據彭博終端機報道,近年來,隨着清潔能源的高速發展,以及全球新能源汽車銷量的穩定上行,動力電池及儲能電池帶動鋰需求量迅速提升。7月13日,全球鋰電行業中的龍頭企業——天齊鋰業股份有限公司(9696.HK)正式於港交所主板掛牌。此次IPO,天齊鋰業發行價為82港元/股,每手200股,募資約134.6億港元,摩根士丹利、中金公司及招銀國際擔任聯席保薦人。

產品組合豐富龍頭地位顯著 業績有望持續增厚

公開數據顯示,天齊鋰業是中國及全球領先的鋰生產商,現擁有兩處鋰資源資產,即澳洲的格林布什礦場及中國的雅江措拉礦場。截至最後實際可行日期,公司在中國及澳洲共持有18項有效的採礦及相關附屬許可證和牌照,合共覆蓋總面積為10,336.7公頃。

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,產能優勢巨大,龍頭地位顯著。

天齊鋰業的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。憑藉來自格林布什礦場優質及低成本的鋰精礦,公司能夠實現鋰原料自給自足,並能夠高效生產優質的鋰化合物及衍生物。

根據伍德麥肯茲報告,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%,按2021年的市場份額計,公司的產品供應給世界前五大大型電芯鋰離子電池製造商中的三家,以及世界前十大正極製造商中的六家,較高的市場佔有率有望持續增厚公司業績,擴大盈利空間。

同時,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,擁有世界最大的硬岩鋰礦。同時通過對SQM持股,在戰略上獲得阿塔卡馬鹽湖的資源。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,龐大優質的上游鋰資源,將為公司提供充足、穩定的原材料,進而形成較高的行業壁壘。

財務不斷改善研發實力強勁 行業空間廣闊未來可期

憑藉在鋰業多年的深耕,天齊鋰業積累了穩定的客戶群,財務狀況不斷改善。根據招股書,公司的客戶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。截止2019年12月31日至2021年12月31日止年度,公司的收益從人民幣4,816.4百萬元增長至人民幣7,597.9百萬元。根據招股書披露的財務資料,公司錄得虧損╱溢利也從截至2019年12月31日止年度的凈虧損人民幣5,480.4百萬元大幅扭轉至截至2021年12月31日止年度的純利人民幣4,205.8百萬元。

研發方面,天齊鋰業於中國及澳洲組建了一個由38名僱員組成的研發部門,專門從事產品開發及技術改進。公司的核心團隊由一批專家組成,該等專家在材料工程、無機化學、化學工程、冶金及其他對鋰產品研發至關重要的科學領域擁有高級學歷及豐富經驗。優秀的核心團隊使公司在同行中脫穎而出,並將繼續推動公司領先於同行。

中長期來看,隨着新能源車、儲能及清潔能源高速發展,鋰的需求量將被強力拉動。根據伍德麥肯茲報告,全球鋰年需求量自2022年至2026年預期將按15.4%的複合年增長率增長,於2026年合共達到1.07百萬噸LCE。

天齊鋰業作為鋰行業龍頭企業,掌控全球優質資源,隨着公司業務的穩步擴張及產能有序投放,將充分享受行業高速發展帶來的紅利。在港上市後,在香港資本市場的強大助力下,公司勢必乘風而起,為股東創造更多合理和豐厚的回報。


News URL: https://www.acnnewswire.com/press-release/simplifiedchinese/76601/

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