特斯拉电池供应商Arcadium Lithium今日盘中大涨34.2%,引发市场广泛关注。消息面上,矿业巨头力拓周三宣布拟以67亿美元全现金收购Arcadium Lithium,交易价格较后者收盘价高出约90%溢价。
这笔交易一经宣布立即推高了Arcadium Lithium股价。分析人士认为,力拓此举旨在把握电动汽车和储能电池对锂长期需求的持续高增长,提前在全球锂业务上占据有利位置。Arcadium Lithium是全球领先的锂生产商,在美国、澳大利亚、加拿大和阿根廷均有采矿和加工设施,客户包括特斯拉、宝马等知名车企。
交易完成后,力拓将成为继Albemarle和SQM公司之后的第三大锂生产商。不过由于目前锂价处于低位,此次高溢价收购也被认为是一次"逆周期扩张"。预计此笔交易将于2025年中期完成,尚需获得监管部门批准。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.