Tianqi lithium passed the hearing: net profit of RMB 3.3 billion in a single quarter; jiangweiping and his wife are worth more than RMB 50billion

RedI network Lei Jianping 6 month 20 Reported Wednesday

Tianqi lithium Co., Ltd （ abbreviation “ Tianqi lithium Co., Ltd ”） Recently, it passed the listing hearing of HKEx , It is expected to be listed in Hong Kong stock market in the near future .

Tianqi lithium has been listed on the Shenzhen Stock Exchange , By 2022 year 6 month 20 Japan , The share price of the company is 119 element , Market capitalization 1758 One hundred million yuan .

Rumor has it , Tianqi lithium may raise funds this time 10 To 20 Billion dollars . Once listed in Hong Kong , Tianqi lithium industry will also form “A+H” The pattern of shares . This could be so far , This year, Hong Kong stocks have welcomed the biggest IPO.

Tianqi lithium plans to use the funds raised from the listing to repay SQM Outstanding balance of debt and related transaction fees ; Construction investment of Anju factory phase I ; Working capital and general corporate purposes .

Jiangweiping and his wife are worth as much as 527 Billion

Tianqi lithium is a new energy material enterprise with lithium as the core , It is a listed company of Shenzhen Stock Exchange （SZ.002466）, The company's business covers the key stages of the lithium industry chain , Including the development of hard rock lithium ore resources 、 Processing and sales of lithium concentrate and production and sales of lithium chemical products .

Tianqi lithium takes the greenbushes lithium mine in Western Australia as its resource base 、 The Cuola lithium mine in Yajiang, Sichuan is a resource reserve , To ensure that we can obtain a stable supply of low-cost and high-quality lithium raw materials , Improve the operation efficiency of downstream lithium salt production 、 Stability and flexibility .

By 2022 year 3 month 31 Japan , Chengdu Tianqi Industry Co., Ltd （ The group ） The company holds Tianqi lithium 28.18% equity , Zhang Jing's shareholding is 4.65%, China Securities Finance Co., Ltd. holds 1.89%;

Bank of Communications Co., Ltd － HSBC Jinxin low carbon pioneer equity securities investment fund holds 0.63%, China Post Savings Bank Co., Ltd － The Oriental new energy automobile themed hybrid securities investment fund holds shares of 0.62%.

Of the above shareholders , Ms. Zhang Jing and Chengdu Tianqi industry （ The group ） The actual controller of the company （ Namely, the actual controller of the company ） Jiangweiping is a husband wife relationship . Jiangweiping and his wife control the company 32.83% Equity of .

Jiangweiping has a fierce eye ,2014 year , Tianqi lithium Co., Ltd 30 Billion yuan to complete the investment in Australia talison lithium 51% Acquisition of equity .2018 year 12 month , At that time, the net assets were only 120 Tianqi lithium Co., Ltd. of billion yuan “ A snake swallows an elephant ” Acquisition of Chilean lithium miner SQM Of 23.77% shares , Become its second largest shareholder .

Jiangweiping once said in an interview ：“ Overseas acquisitions do not always happen when you are well prepared , But just in this window period , When it's time to do it, do it .”

Now this investment yields a lot . and , With the east wind of the new energy industry , The value of jiangweiping and his wife has reached 527 One hundred million yuan , But with liuyonghao, the richest man in Sichuan “ wrist wrestling ”.

The price of lithium carbonate soared in China

According to statistics , By country , By 2020 In, most of the lithium reserves were located in Chile 、 Australia 、 Argentina and the United States , Of the world's total reserves 46%、21%、9% And 5%. according to 2021 From the perspective of global lithium resource supply structure in , Australia ranks first .

According to the statistics of lithium branch of China Nonferrous Metals Industry Association ,2021 The output of lithium carbonate in China was 29.82 Ten thousand tons of , Year-on-year growth 59.47%; The output of lithium hydroxide has reached 19.03 Ten thousand tons of , Year-on-year growth 105%,2021 In, China's lithium carbonate imports increased year-on-year 61.69%, Exports grew year on year 4.71%, The import of lithium hydroxide increased year on year 583.97%, Exports grew year on year 30.15%.

According to wood Mackenzie , according to 2020 Annual output meter , Tianqi lithium is the fourth largest in the world , The second largest supplier of lithium compounds and derivatives in China and Asia .

Founder of Tianqi lithium 、 Chairman jiangweiping once worked in the company 2021 The annual report said , Build a beautiful home with harmonious coexistence between man and nature , Adhere to the development path of giving priority to ecology , Building green and low-carbon energy has become the key to development . Now , The world energy revolution is surging , The energy consumption structure is being adjusted in depth . Lithium from the traditional “ Industrial monosodium glutamate ” Develop into the current new energy basic materials , The new energy industry, especially the lithium battery industry, has undergone profound changes .

Jiangweiping pointed out , Tianqi lithium is deeply engaged in the lithium industry 30 year , Start from a small lithium salt plant , All the way , Focus on moving forward . Go through cycles , From boom to trough , And then to a strong rebound , The enterprising Tianqi people never forget their original intention 、 Never give up 、 Not afraid of challenges 、 Overcome the difficult , Tianqi lithium, which is poised to rise, has developed into a world-class leading enterprise in lithium battery materials .

To say that this day Qi Li industry is also lucky . Tianqi lithium Co., Ltd 2020 In, he fell into a debt crisis , but 2021 Lithium ore market improved in 、 Prices soared , The company then went out of serious losses for two consecutive years .2022 year , Benefit from the explosion of new energy vehicle market , Lithium resources are further sought after .

Shanghai Nonferrous Metals network data display , Lithium iron phosphate （ Power type ） Average market price including tax 2022 year 1-3 month 14.34 Ten thousand yuan / Tons of , a 2021 year 1-3 Monthly average price 4.3 Ten thousand yuan / Tons increased significantly . The price of lithium carbonate in China is 2022 Breakthrough in the first quarter of 2013 50 Ten thousand yuan / The high level of tons , The recent average market price is also 47.75 Ten thousand yuan / Tons of .

The price of lithium iron phosphate has risen sharply , Let many lithium enterprises make a lot of money . In the near future , Besides Tianqi lithium , Ronghui lithium 、 Huasheng lithium battery 、 Yuneng new energy 、 Wanrun new energy and many other lithium enterprises are preparing to go public .

The net profit in a single quarter is as high as 33 Billion

Results show that , Tianqi lithium Co., Ltd 2019 year 、2020 year 、2021 The annual revenue is 48.4 One hundred million yuan 、32.39 One hundred million yuan 、76.63 One hundred million yuan ; The net profit is respectively -59.83 One hundred million yuan 、-18.34 One hundred million yuan 、20.79 One hundred million yuan ; The net profit after deducting non profits is -62.19 One hundred million yuan 、-12.94 One hundred million yuan 、13.34 One hundred million yuan .

Tianqi lithium Co., Ltd 2022 The revenue in the first quarter of the year was 52.57 One hundred million yuan , year-over-year 9 Billion growth 481.41%; The net profit attributable to the shareholders of the listed company is 33.28 Billion , Net loss in the same period of last year 2.48 One hundred million yuan .

Tianqi lithium Co., Ltd 2022 The net profit after deducting non-profit in the first quarter of the year was 28.34 One hundred million yuan , The net loss after non deduction in the same period of last year was 1.59 One hundred million yuan .

Tianqi lithium Co., Ltd 2022 There are several reasons for the sharp increase in revenue and profits in the first quarter of ：

1、 During the reporting period , The sales volume and average sales price of the company's main products increased over the same period of last year ;

2、 The company shares in the company SES Listed on the New York Stock Exchange ;

Specific for 2022 year 2 month ,IVANHOE Capital Acquisition（NYSE: IVAN, Ivanhoe capital acquisition company ） Hold an extraordinary general meeting of shareholders to discuss and approve the company's participation in the company SES Holdings Pte.Ltd( abbreviation “SES”） Business combinations , Ivanhoe was renamed “SES AI Corporation”;2022 year 2 month 3 Japan , The completed raised funds are about 2.75 Billion dollars ;

SES Before listing , The company holds SES The shares of are recognized as long-term equity investments , Accounting according to equity method ;SES After listing , The company is no longer retained in SES Of the board of directors , according to 《 Accounting standards for business enterprises 》 Relevant provisions , The company holds SES The shares are derecognized as long-term equity investment , And recognized as financial assets measured at fair value with changes included in other comprehensive income , Accounting in other equity instrument investment accounts .

3、 The company expects to associate with SQM 2022 The performance of the first quarter of 2014 will increase significantly year-on-year , Therefore, the investment income recognized by the company in this reporting period has increased significantly compared with the same period of last year ;

4、 During the reporting period , Changes in the fair value of collar options and investment profits and losses .

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Lei Di was founded by Lei Jianping, a senior media person , If reproduced, please indicate the source .