<p>（第一财经）11 月 19 日——尽管领先的中国锂矿商和锂盐生产商盛新锂能昨日表示正在准备与未来的战略投资者签署一项价值高达 170 亿元人民币（24 亿美元）的长期供应协议，但其股票今天依然表现平平。</p>
<p>盛新锂能的股价 [SHE:002240] 在全天波动，曾一度跌破昨日收盘价。最终以 38.12 元人民币（5.36 美元）收盘，上涨 1.9%。</p>
<p>自深圳公司上月底宣布华友钴业将收购 6% 股份以来，股价已上涨约 43%。昨日股价在交易中达到自 2023 年 2 月初以来的最高点。然而，华友尚未完成投资程序。</p>
<p>盛新锂能昨日表示，华友已同意在未来五年内购买 221,400 吨锂盐产品，引用了即将由双方签署的合作框架协议。双方将根据市场现行价格协商实际交易价格。</p>
<p>根据行业网站 100ppi 提供的电池级氢氧化锂的基准市场价格，依据第一财经的粗略计算，该框架合同的价值可能达到 172 亿元人民币。如果按照另一种锂盐氢氧化锂的基准价格计算，总价值可能高出约 16%。</p>
<p>氢氧化锂是制造高镍三元正极材料的关键原材料。华友钴业是总部位于桐乡的华友的核心子公司，是全球锂电池三元材料上游原材料（如钴和镍化合物）开采和加工的巨头，也是全球主要的高镍三元正极材料供应商之一。</p>
<p>盛新锂能在全球范围内运营锂矿和锂盐加工设施。截至 6 月底，公司年产锂盐总产能为 137,000 吨，其中包括在印尼的 60,000 吨，依据公司最新的半年度报告。华友钴业在印尼运营一家高镍三元正极材料工厂。</p>
<p>编辑：金·泰勒</p>

盛新锂能

<p>盛新锂能的股价在宣布与战略投资者达成潜在 24 亿美元锂盐供应协议后仍然保持低迷。该股票 [SHE:002240] 波动，最终收盘上涨 1.9%，报 38.12 元。自华友钴业宣布收购 6% 股份以来，股价已上涨 43%。华友计划在五年内购买 221,400 吨锂盐，交易价值可能达到 172 亿元。盛新锂能的年产能为 137,000 吨，其中包括在印度尼西亚的 60,000 吨</p>

<p>(Yicai) Nov. 19 -- Shares in Chengxin Lithium Group remained lackluster today, even though the leading Chinese lithium miner and lithium salt producer said yesterday that it is preparing to sign a long-term supply agreement with a future strategic investor that could be worth up to CNY17 billion (USD2.4 billion).</p>
<div class="lb-trans"><p>（第一财经）11 月 19 日——尽管领先的中国锂矿商和锂盐生产商盛新锂能昨日表示正在准备与未来的战略投资者签署一项价值高达 170 亿元人民币（24 亿美元）的长期供应协议，但其股票今天依然表现平平。</p>
</div><p>Chengxin Lithium's stock price [SHE:002240] swung throughout the day and at one point dipped below yesterday’s close. It ended the day up 1.9 percent at CNY38.12 (USD5.36).</p>
<div class="lb-trans"><p>盛新锂能的股价 [SHE:002240] 在全天波动，曾一度跌破昨日收盘价。最终以 38.12 元人民币（5.36 美元）收盘，上涨 1.9%。</p>
</div><p>The share price has surged around 43 percent since the Shenzhen-based firm said late last month that Huayou Holdings, a major producer of ternary cathode materials, would take a 6 percent stake. Yesterday it hit its highest point since early February 2023 during trading. However, Huayou has not yet completed the investment procedures.</p>
<div class="lb-trans"><p>自深圳公司上月底宣布华友钴业将收购 6% 股份以来，股价已上涨约 43%。昨日股价在交易中达到自 2023 年 2 月初以来的最高点。然而，华友尚未完成投资程序。</p>
</div><p>Huayou has agreed to buy 221,400 tons of lithium salt products over the next five years, Chengxin Lithium said yesterday, citing the cooperation framework agreement that is ready to be signed by the two parties. The two sides will negotiate actual transaction prices based on prevailing market rates.</p>
<div class="lb-trans"><p>盛新锂能昨日表示，华友已同意在未来五年内购买 221,400 吨锂盐产品，引用了即将由双方签署的合作框架协议。双方将根据市场现行价格协商实际交易价格。</p>
</div><p>Based on today's benchmark market price for battery-grade lithium hydroxide as given on industry website 100ppi, the framework contract could be worth CNY17.2 billion, according to Yicai’s rough calculations. If calculated using the benchmark price of another lithium salt, lithium carbonate, the total value could be around 16 percent higher.</p>
<div class="lb-trans"><p>根据行业网站 100ppi 提供的电池级氢氧化锂的基准市场价格，依据第一财经的粗略计算，该框架合同的价值可能达到 172 亿元人民币。如果按照另一种锂盐氢氧化锂的基准价格计算，总价值可能高出约 16%。</p>
</div><p>Lithium hydroxide is a key raw material used to make high-nickel ternary cathode materials. Huayou Cobalt, the core subsidiary of Tongxiang-based Huayou, is a global giant in the mining and processing of upstream raw materials for ternary lithium batteries, such as cobalt and nickel compounds. It is also one of the world’s major suppliers of high-nickel ternary cathode materials.</p>
<div class="lb-trans"><p>氢氧化锂是制造高镍三元正极材料的关键原材料。华友钴业是总部位于桐乡的华友的核心子公司，是全球锂电池三元材料上游原材料（如钴和镍化合物）开采和加工的巨头，也是全球主要的高镍三元正极材料供应商之一。</p>
</div><p>Chengxin Lithium operates lithium mining and lithium salt processing facilities around the world. As of the end of June, it had a total annual production capacity of 137,000 tons of lithium salts, which includes 60,000 tons in Indonesia, according to the company's latest semi-annual report. Huayou Cobalt runs a high-nickel ternary cathode material plant in Indonesia.</p>
<div class="lb-trans"><p>盛新锂能在全球范围内运营锂矿和锂盐加工设施。截至 6 月底，公司年产锂盐总产能为 137,000 吨，其中包括在印尼的 60,000 吨，依据公司最新的半年度报告。华友钴业在印尼运营一家高镍三元正极材料工厂。</p>
</div><p>Editor: Kim Taylor</p>
<div class="lb-trans"><p>编辑：金·泰勒</p>
</div>

尽管盛新锂能计划达成一项价值高达 24 亿美元的锂盐供应协议，其股价仍然保持低迷