紫金矿业、藏格矿业携手，行业格局迎新变

基础金属	铜电解铜铜精矿铜管铜棒废铜铜排铜合金精铜杆再生铜杆铜板带铝铝土矿氧化铝电解铝铝辅料铝棒铝合金锭废铝铝杆铝型材铝板卷铅铅精矿铅锭铅蓄电池再生精铅还原铅废铅蓄电池铅合金锌锌精矿电解锌锌合金氧化锌锌粉锡锡精矿锡锭锡材镁
稀有金属	稀土稀土矿稀土氧化物稀土金属钕铁硼稀散金属锑铋铟锗镓硒钽锆贵金属白银钨钨精矿 APT(仲钨酸铵)钨粉碳化钨钨酸钠钨条钨铁钨材钼钼精矿工业氧化钼钼铁钼化工高纯三氧化钼钼金属钛钛精矿钛渣四氯化钛海绵钛钛金属钛白粉硒
新能源	锂锂矿锂化合物金属锂镍镍矿镍铁精炼镍镍盐高冰镍 MHP 钴电解钴钴粉氯化钴四氧化三钴硫酸钴钴中间品氧化钴碳酸钴钴酸锂锰锰矿电解锰电池级硫酸锰锂电正负极三元前驱体磷酸铁正极材料石油焦针状焦包覆沥青人造石墨硅碳负极硅氧负极硅

基础金属

铜电解铜铜精矿铜管铜棒废铜铜排铜合金精铜杆再生铜杆铜板带铝铝土矿氧化铝电解铝铝辅料铝棒铝合金锭废铝铝杆铝型材铝板卷铅铅精矿铅锭铅蓄电池再生精铅还原铅废铅蓄电池铅合金锌锌精矿电解锌锌合金氧化锌锌粉锡锡精矿锡锭锡材镁

稀有金属

稀土稀土矿稀土氧化物稀土金属钕铁硼 稀散金属锑铋铟锗镓硒钽锆 贵金属白银钨钨精矿 APT(仲钨酸铵)钨粉碳化钨钨酸钠钨条钨铁钨材钼钼精矿工业氧化钼钼铁钼化工高纯三氧化钼钼金属钛钛精矿钛渣四氯化钛海绵钛钛金属钛白粉硒

新能源

锂锂矿锂化合物金属锂镍镍矿镍铁精炼镍镍盐高冰镍 MHP 钴电解钴钴粉氯化钴四氧化三钴硫酸钴钴中间品氧化钴碳酸钴钴酸锂锰锰矿电解锰电池级硫酸锰 锂电正负极三元前驱体磷酸铁正极材料石油焦针状焦包覆沥青人造石墨硅碳负极硅氧负极硅

紫金矿业、藏格矿业携手，行业格局迎新变

2025-01-16 11:45:33 来源：北方有色网责任编辑：管理员

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近日，藏格矿业一则重磅公告如巨石投湖，激起千层浪。公司宣布拟筹划一项重大股份转让事宜，涉及比例高达 24.72%，剑指控制权变更，而受让方正是在矿业领域声名赫赫的紫金矿业。

回溯过往，藏格矿业与紫金矿业在锂资源赛道上早已频繁发力。藏格矿业聚焦钾锂核心业务，以氯化钾与碳酸锂为主打产品，依托全资子公司格尔木藏格锂业有限公司，利用青海察尔汗盐湖 724.35 平方公里的采矿权，实现碳酸锂年产能 1 万吨，同时借助藏青基金持续拓展全球盐湖锂矿项目版图，在 “结则茶卡盐湖”“龙木错盐湖” 及西藏阿里改则县麻米错盐湖等多有斩获。紫金矿业自 2021 年进军锂资源领域后便一路高歌猛进，凭借 “两湖两矿” 布局 —— 囊括阿根廷 3Q 盐湖、西藏拉果错盐湖、湖南道县湘源锂多金属矿、马诺诺锂矿，手握截至 2024 年上半年高达 1346.56 万吨的碳酸锂当量权益资源量，更剑指 2028 年达成 25 - 30 万吨锂（LCE）产能。此番若藏格矿业股份转让顺利落地，紫金矿业的锂资源布局或将迎来重大升级，有望将中国最大盐湖 —— 察尔汗盐湖纳入囊中，进一步夯实其在锂产业的龙头地位。

事实上，藏格矿业只是紫金矿业并购版图中的冰山一角。回首紫金矿业发轫之初，三十余年前，它还只是福建上杭县的上杭矿业公司，后更名崛起，相继登陆港股、A 股市场。自 2001 年收购贵州紫金开启并购大幕以来，其国内 14 处矿山资产，除起家的紫金山金铜矿外，大多源自各类收并购，海外更是广撒网，矿山项目遍布中亚、俄罗斯 / 蒙古、欧洲、非洲、大洋洲、南美洲，共计 19 处资产。单看刚刚过去的 2024 年，紫金矿业便马不停蹄地推进四笔大规模并购：

9 月 22 日，万国黄金集团与紫金矿业全资子公司金山（香港）国际矿业有限公司达成认购协议，后者斥资约 12.49 亿元人民币（13.794 亿港元），认购 1.656 亿股股份，拿下扩大后万国黄金集团 15.28% 股权。

紧接着次日，主营高岭土的龙高股份发布公告，公司控股股东龙岩投资集团、持股 5% 以上股东文旅汇金计划向紫金矿业全资子公司紫金南投转让约 18.39% 股份，紫金矿业控股股东兴杭国投也同步转让所持龙高股份 1.61% 股权，交易总价 5.35 亿元，完成后紫金南投将手握龙高股份 20% 股权。

10 月 9 日，紫金矿业境外全资子公司金源国际豪掷 10 亿美元，收购纽蒙特旗下拥有加纳最大金矿之一 Akyem 金矿项目 100% 权益的 Newmont Golden Ridge Ltd。

11 月 7 日，紫金矿业再下一城，通过境外全资子公司金誊（新加坡）矿业有限公司，以 2.45 亿美元（约合人民币 17.39 亿元）现金对价，将泛美白银旗下秘鲁 La Arena 金矿和二期项目 100% 权益收入囊中。

纵观紫金矿业历年并购轨迹，海外资产占比稳步攀升。凭借这一系列国内外的果敢 “猎取”，紫金矿业从福建一隅逐步成长为全球有色金属矿业的领军企业，业务范畴横跨铜、金、银、锌（铅）、锂等诸多领域，“并购王” 之名当之无愧。

当下，藏格矿业 9 日晚间公告披露，公司已收到控股股东西藏藏格创业投资集团有限公司及其一致行动人、第二大股东宁波梅山保税港区新沙鸿运投资管理有限公司通知，正在紧锣密鼓筹划股份转让，交易对手为紫金矿业或其控股子公司。截至 2024 年 9 月 30 日，紫金矿业全资子公司紫金矿业投资（上海）有限公司已持有藏格矿业 0.85% 股份，一旦交易成行，紫金矿业及其子公司持股比例有望突破 25%。藏格矿业股票自 1 月 10 日上午开市起停牌，预计停牌时长不超 2 个交易日，后续发展牵动着无数投资者与行业目光，这场矿业巨头间的资本 “联姻” 究竟会碰撞出怎样的火花，让我们拭目以待。

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紫金矿业、藏格矿业携手，行业格局迎新变

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