Mu lithiamu, mpikisano wodzaza ndi ndalama zanzeru, ndizovuta kuthamanga mwachangu kapena mwanzeru kuposa wina aliyense - chifukwa lithiamu yabwino ndi yokwera mtengo komanso yokwera mtengo kupanga, ndipo nthawi zonse yakhala gawo la osewera amphamvu.
Chaka chatha zijin Migodi, mmodzi wa makampani migodi China kutsogolera, anapita ku nyanja ndipo anapambana Tres Quebradas Salar (3Q) lifiyamu mchere nyanja ntchito m'chigawo Catamarca kumpoto chakumadzulo Argentina kwa $5 biliyoni.
Posakhalitsa zinadziwika kuti $ 5 biliyoni yomwe inatayidwa inali ufulu wa migodi chabe, ndi mabiliyoni a madola a ndalama zogwiritsira ntchito ndalama zomwe zikuyembekezera kulipidwa ndi Zijin kuti amalize migodi ndi kuyeretsa.Ndalama zokwana madola mabiliyoni makumi ambiri zomwe zaikidwa kuti zizidzaza mugodi umodzi zapangitsa kuti anthu ambiri akunja asachite manyazi.
M'malo mwake, ngati titha kukonza makampani onse omwe ali ndi magawo omwe ali ndi migodi ya lithiamu molingana ndi mtengo wamsika ndi nkhokwe, tipeza njira yachinyengo: zocheperako zosungirako za lithiamu carbonate, zimakwera mtengo wamsika wa kampaniyo.
Lingaliro la chilinganizochi sizovuta kuwerengera: gawo la A-share lomwe lili ndi ndalama zapamwamba kwambiri zamakampani kuphatikiza ndi mtundu wabizinesi wa chitukuko cha zida za lithiamu wokhala ndi malire opindulitsa kwambiri (nthawi yolipira yosapitilira zaka ziwiri) imapangitsa msika kukhala wololera. kupereka ndalama zambiri kumakampani omwe ali ndi ndalama zochepa.Kuwerengera kwakukulu kumathandizira kupeza ndalama kwa migodi ya lithiamu.Mtengo wobwerera wamtengo wapatali womwe umabweretsedwa ndi kupeza, kuwerengera kwapamwamba kwa polojekitiyi ndi kubwereza kwakukulu, kuwerengera kwapamwamba kumathandizira kupeza migodi yambiri ya lithiamu, kupanga kuzungulira kwabwino kuno.Mphamvu ya flywheel idabadwa: idabalanso masheya apamwamba kwambiri monga Jiang Te Motor ndi Tibet Everest.
Choncho, tengani mgodi wa lithiamu, migodi wathunthu, ukhoza kubweretsa kuwerengera kwa tsiku, kukula kwa msika wa mabiliyoni ambiri si vuto.Kuti kuwerengera nkhokwe analengeza ndi makampani kutchulidwa, aliyense matani zikwi khumi nkhokwe za lithiamu carbonate ndi za 500 miliyoni msika mtengo, kotero tawona m'chaka chathachi, pamene matani miliyoni lalikulu lifiyamu mgodi m'manja, angathandize mtengo wamsika wamakampani ukukwera kwambiri.Koma monga likulu lonse kuti mumvetsetse mwayi waukulu uwu, pafupifupi aliyense adzakumana ndi vuto: mtengo wabwino wa lithiamu siwotsika mtengo, aliyense akuyang'ana, tingapeze kuti mtengo wazinthu zotsika mtengo?Yankho silovuta kudziwa:
Pamene mdani wanu ali pafupi ndi bankirapuse.
Zoopsa kwambiri, ndizokongola kwambiri
Pamene Nduna Yaikulu ya ku Britain Winston Churchill anapanga bungwe la United Nations kumapeto kwa nkhondo yachiŵiri yapadziko lonse, iye anati: “Osataya vuto labwino.(Osataya vuto labwino.)
M'misika yamasiku ano ya jittery, ndizomveka kwambiri: pokhapokha ngati mnzakeyo ali pamalo olimba kotero kuti ayenera kugula, ndiye kuti mgwirizanowo udzakhala wotsika mtengo kuposa momwe mudawonera.Koma tikuyembekeza ndi mtima wonse kuti mwayi ukadzabwera, tidzapambana ndi mdani wamphamvu, osati mwanjira ina.
Choncho, sizosadabwitsa kuti gulu la guicheng Mining, mwiniwake wamkulu wa Guicheng Mining, adalowa pamene nyenyezi yakale ya A-share Zhonghe atagwira lifiyamu mgodi anagwa pafupi ndi bankirapuse ndi kuthetsedwa: Pa February 25, 2022, Zhonghe Co. ,Ltd.(pambuyo pake amatchedwa "Zhonghe"), yomwe idayimitsidwa pamsika wa A-share kwa zaka ziwiri kupita ku New Third Board, idalengeza kuti Jinxin Mining Co.,Ltd.akukonzekera kuyambitsa gulu la guicheng, Investor, kuti ateteze chuma cha Zhonghe's core lithiamu kuti asagulitsidwe kudzera pakuphatikiza kukweza ndalama ndi kubwereka.Ndikuthandizira migodi ya Jinxin kuti ibwezeretse mphamvu zopanga ndi ntchito.
Deta ikuwonetsa kuti Jinxin Mining ndi imodzi mwazinthu zazikulu kwambiri za spodumene ku China komanso imodzi mwazinthu zosawerengeka zapamwamba kwambiri za lithiamu ku China.
Markang Jinxin Mining Co.,Ltd., nthambi yofunika ya Zhonghe Co.,Ltd., yagwa m'mavuto azamalonda komanso mavuto azachuma ndipo ikulephera kubweza ngongole zake.Gulu la Guicheng lapewa chiopsezo chogulitsa ufulu wamigodi, ufulu wofufuza, makina ndi zida ndi zinthu zina zofunika kwambiri zomwe Jinxin Mining adachita.
Malinga ndi ndondomeko yowonjezereka ya likulu, malinga ndi lipoti lamtengo wapatali lomwe linaperekedwa ndi bungwe lachitatu lowunika chuma, osunga ndalama adzagwiritsa ntchito kuwonjezeka kwa likulu malinga ndi kuwerengera kwa eni ake onse a Jinxin Mining asanayambe kugulitsa yuan 429 miliyoni.Pambuyo pomaliza kuwonjezeka kwa likulu, Guocheng Evergreen, Guocheng Deyuan atagwira 48%, 2%, aba Zhonghe New Energy Co., Ltd.Kuphatikiza apo, Zhonghe, yemwe ali pafupi ndi bankirapuse, adasainanso mgwirizano wogwirizana ndi Guocheng Gulu: mumgwirizanowu, Gulu la Guocheng lidzalipira 200 miliyoni RMB ngati gawo ku Zhonghe kuti achite nawo za bankirapuse ndikukonzanso Zhonghe.Mgwirizanowu unasiyanso mawu omveka bwino: kubwezeretsa chitukuko chokhazikika cha magawo a Zhonghe, mwamsanga kuti adzifunse yekha kuti alembetsenso kapena kuphatikizidwa ndi makampani ena omwe adatchulidwa kuti alembetse malonda a malonda, kuteteza zofuna za omwe ali ndi ngongole ndi ochepa.
Kuwona kwa kuphatikiza mapangano awiri, Guicheng Gulu anapeza 50% kulamulira chilungamo Jinxin Migodi, amene ali nkhokwe okwana matani pafupifupi 3 miliyoni lifiyamu carbonate, basi ndi ndalama 428,8 miliyoni yuan.Pakadali pano, polimbikitsa kukonzanso mgwirizano wapagulu, Imagwiranso ntchito yomaliza ndandanda ya Jinxin Mining kudzera pakusinthana kwamasheya mtsogolomo.Mu lifiyamu kunyenga chilinganizo, 3 miliyoni matani Jinxin Migodi ngakhale 200 miliyoni pa miliyoni matani nkhokwe za msika mtengo kutembenuka mawerengedwe, ndi mtengo msika wa oposa biliyoni 60 behemoth, ngati zonse zikuyenda bwino, mtengo wa gulu mzinda pa mphindi ya jakisoni wa capital, yapeza kusintha kodabwitsa.
Mu mbiri ya msonkhano wa 2022 Cadre wa Guicheng Group, chisangalalo chomwe chinapangidwa ndi kuwonjezeka kwa likulu la Jinxin Mining chikufotokozedwa m'mawu akuti: "Ntchito yaikuluyi ili ndi tanthauzo lalikulu panjira kuti akwaniritse chitukuko chapamwamba cha gulu."
02 Chokongola kwambiri, chomvetsa chisoni kwambiri
Zoonadi, katundu wotchipa ndi wotsika mtengo pazifukwa: ngati mutsegula chidziwitso cha anthu cha Zhonghe, gulu latsopano la Third Board la Zhonghe ladzaza ndi mawu monga kulanda, milandu ndi chiweruzo, sizikuwoneka ngati kampani ya migodi ya lithiamu yomwe. ikhoza kubisa mtengo wake wamsika wokwana 100 biliyoni.Poyerekeza ndi nyenyezi yatsopano yamphamvu Zhonghe zaka zingapo zapitazo, zhonghe adasintha bwino kuchokera kumakampani opanga nsalu kupita kumigodi ya lithiamu ndikuwongolera Jinxin Mining.Komabe, chifukwa cha kuchepa kwa mafakitale a nsalu, kutuluka kwa likulu la Zhonghe kunasiya mwadzidzidzi, ndipo Jinxin Mining anafunika kugwiritsa ntchito ndalama zambiri kumayambiriro kwa migodi.
Pakalipano zhonghe agwidwa ndi vuto: katundu wotsekedwa akhoza kudziteteza, koma kuwerengera kwa migodi ya lithiamu yosagwiritsidwa ntchito kuli kochepa;Mbadwa ya Fujian Xu Jiancheng anasankha kuonjezera pansi pa gasi, zomwe zinapangitsa kuti Zhonghe yomwe inali kale ikugwedezeka igwe.
Ndemanga yazachuma ya Zhonghe sinathe kuperekedwa zaka ziwiri zapitazo, ndipo m'mawu omaliza azachuma, ngongole ya Zhonghe ili pafupi ndi 2.8 biliyoni ya yuan, yomwe yakhala ikulephera kwa nthawi yayitali.Zhonghe, yemwe wakhala ali ndi ngongole kwa nthawi yayitali, tsopano wapuwala kwathunthu:
Xu Jiancheng, wamkulu wa kampaniyo, anazengedwa mlandu ndikutsekeredwa m'ndende ndi ozenga milandu a dangba chifukwa cha mkangano wa mgwirizano wokhudza kusamutsa ufulu wa migodi ya jinxin.
Mu mzinda wa Jinxin Mining Co., LTD., womwe uli m’dera lokhala anthu a ku Tibet, anthu ambiri akumeneko anabwereka ndalama zogulira magalimoto oyendera kuti athe kutenga nawo mbali pantchito yotukula migodi, ndipo tsopano nawonso ali ndi ngongole zambiri.
Ngakhale angapo angongole kuyimba: mu 2018, kuti asunge ndi kutchulidwa chipolopolo osati kubwerera mzinda, amasungunula kutengerapo chikhulupiriro cha wangongole ufulu kwa societe generale mu migodi, mafakitale migodi ma sheya lalikulu padera 600 miliyoni kulimbikitsa chitukuko jinxin migodi, koma mikono. Lifiyamu yaikulu kwambiri ku Asia mbale yachitsulo ya mpunga, ndipo ngati munthu wopanda mtsogoleri, nthawi zonse sangathe kuzindikira kutsiriza, chitukuko cha migodi cha jinxin chidakalipo.
Chodabwitsa n'chakuti, ndikukwera mofulumira kwa msika watsopano wamagetsi, mtengo wa lithiamu carbonate wakwera kwambiri.Anthu ena awerengera kuti: pamtengo wamakono, Jinxin Mining akhoza kulipira ngongole zake zonse zaka ziwiri, koma pakali pano, zhonghe sangapeze khobiri.M'malo mwake, zikadapanda ndalama zotsika mtengo za gulu la guocheng komanso thandizo la Knight loyera, Zhonghe akanakhala pagulu la malonda a nyumba.
Mavuto ambiri, m'pamenenso amasangalala
Kunena chilungamo, kwa Gulu la Guicheng, kuyika ndalama ku Jinxin Mining ndi chiyambi chabe, ukwati umakhala wokondwa kwambiri nthawi zonse: Tengani ngongole za akaunti arbitrage, lowetsani ndalama zazikulu kuti mukwaniritse chitukuko cha mgodi, yeretsani mikangano ndi milandu, yowonekera komanso yosawoneka. kuyanjanitsa ndi ogulitsa ndi makasitomala, kuti apeze chilengedwe zimakhudza kuwunika zosintha, pamapeto pake kulimbikitsa mbali zosiyanasiyana ndi opanda cholakwa lifiyamu malonda, ndandanda wathunthu wa izi ndi mayeso enieni a mzinda gulu woyera Knight luso kwenikweni lalikulu mayeso.
M'malo mwake, kulephera kwa Xingye Mining ndi Zhongrong Trust kuteteza chipolopolo chake kwawonetsa kuti pali zambiri pankhaniyi kuposa momwe zimakhalira.
Koma osunga ndalama akuwoneka kuti ali ndi chidwi kwambiri ndi kuthekera kwa Guicheng kukonzanso, chifukwa cha mbiri yake yochita nawo kukonzanso.M'zaka zinayi zapitazi, Guicheng adadzipereka kuti atenge jianxin Mining, yomwe idasokonekera, ndikupambana pamndandanda.Mu kukonzanso kwatsopano kwa zomangamanga, Gulu la Guocheng latha bwino kukonzanso migodi yake yapamwamba ya molybdenum, Chinese ndi Western Mining, yomwe ili pafupi kubayidwa ku kampani yomwe ili pansipa;Mliriwu ukukula mu 2020, Gulu la Guicheng lidapereka thandizo ku Yupang Mining, mgodi waukulu kwambiri wasiliva ku Asia, pamalo otsika kwambiri, ndipo adapeza gawo lowongolera mgodi waukulu kwambiri wasiliva pamtengo wotsika kwambiri.Ndi njira yapitayi, Guocheng Mining ndi bwino kutenga nawo mbali pakukonzanso kwa bankirapuse, komanso ali ndi mphamvu zolimba zachuma.
Ngakhale pali njira yayitali, ogawana nawo ochepa angakhale ndi chidaliro kuti Guicheng atha kubwereza matsenga ake pa mgodi wa lithiamu wa Jinxin wokhala ndi ngongole, womwe ndi umodzi mwamawonekedwe ochepa akukula kwa Zhonghe.
Osataya zovuta, chofunikira ndikuti sindiwe vuto
Mbiri mwachiwonekere imachita chinyengo chachikulu pamagawo a Zhonghe.Kuyambira nsalu mphero anatembenukira lifiyamu, magawo onse ndi bwino kulosera chiyambi, osati kulingalira mathero: kwa kusintha mphamvu latsopano mosakayikira zolondola, koma kusintha kwa kusiyana lalikulu la chiwongola dzanja likulu, chiyambi cha zotchinga migodi chimphona ndi mtengo wanthawi yandalama, zoopsa zambiri zamalamulo pakugulitsa, zonse ndizofunikira kwambiri pamavuto azachuma.
Chodabwitsa n'chakuti, mgodi wa lithiamu, womwe umayenera kukhala gwero lalikulu la ndalama ndi mwayi wogwira ntchito, pamapeto pake unabweretsa Zhonghe pansi, kusiya zhonghe Mired m'mavuto angapo, kuphatikizapo ngongole ndi milandu.Ogulitsa, ogulitsa, maboma am'deralo ndi nzika zonse zidakokedwa m'malo omaliza.
Ndipo kuyimilira m'malingaliro a gulu lamzindawu, kuyambira zaka zinayi zapitazo migodi yatsopano yomwe ikubwera ndi katundu wake wonse zitha kuyang'ananso mtsogolomo kuwerengera kwa mabiliyoni a madola, zonsezi zimachokera pazamalonda aliwonse ndi ndalama zofananirako zatha mu mphindi: mgwirizano, jinxin kutanthauzira kwangwiro kwa zomwe zili "osawononga zovuta" mawu awa.Mwina, mu likulu msika jittery lero, monga osunga ndalama tiyenera kumvetsa tanthauzo la chiganizo ichi.
Koma tiyenera kumvetsetsa kuti mfundo yakuti "tisawononge" zovutazo sikuti tidzilole kukhala vuto lokha
- Pamene katundu wa lithiamu akupitilira kukwera, mzere uliwonse wa K ukuwoneka kuti ukutanthauza kuthwa kwa chikwakwa.
Nthawi yotumiza: Mar-31-2022