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the long-planned china salt lake group has finally come to fruition. salt lake co., ltd. (000792.sz) announced today that the company's controlling shareholder, qinghai state-owned assets investment management co., ltd., signed a general cooperation agreement with china minmetals corporation and its subsidiaries, planning to jointly establish china salt lake group. the actual controller of the company will be changed from the state-owned assets supervision and administration commission of the qinghai provincial government to china minmetals corporation.

according to the announcement of salt lake co., ltd., the actual controller of the company, the state-owned assets supervision and administration commission of the qinghai provincial government, the controlling shareholder qinghai state investment, china minmetals and its subsidiaries signed the "general agreement on the establishment of china salt lake group", agreeing to jointly establish china salt lake industrial group co., ltd. at the same time, china salt lake group intends to purchase 681 million shares of salt lake co., ltd. held by qinghai state investment and its concerted party wuhu xinzeqing in cash. if the transfer is completed, the controlling shareholder of the company will be changed from qinghai state investment to china salt lake group, and the actual controller of the company will be changed from the state-owned assets supervision and administration commission of the qinghai provincial government to china minmetals.

the announcement shows that the above 681 million shares account for 12.54% of the total share capital of salt lake co., ltd., and the transfer price of the company's shares held by qinghai state investment and wuhu xinzeqing, the person acting in concert, is tentatively set at 13.558 billion yuan. if calculated based on the closing price of salt lake co., ltd. on september 8, 14.72 yuan per share, the total market value of the above shares is 10.029 billion yuan, and the premium rate of this acquisition is about 35.19%.

in the announcement, salt lake co., ltd. mentioned that in order to accelerate the construction of a world-class salt lake industrial base and build a world-class salt lake industrial group, the company's actual controller, the state-owned assets supervision and administration commission of the qinghai provincial government, the controlling shareholder qinghai state investment and china minmetals plan to jointly establish china salt lake group. the registered capital of china salt lake group is tentatively set at 10 billion yuan, of which china minmetals holds 53.00%, the state-owned assets supervision and administration commission of the qinghai provincial government holds 18.73%, and qinghai state investment holds 28.27%.

in april this year, salt lake co., ltd. announced that it had received a "notification letter" from the company's controlling shareholder qinghai state investment group, which stated that qinghai state investment group is planning to carry out strategic cooperation in the salt lake industry with china minmetals, and the two parties will jointly build a world-class salt lake industry base. it is understood that china minmetals is an important state-owned backbone enterprise with metal minerals as its core business and directly managed by the central government.

as early as 2021, qinghai province began planning and building a world-class salt lake industrial base. the "action plan for qinghai to build a world-class salt lake industrial base (2021-2035)" jointly issued by the qinghai provincial government and the ministry of industry and information technology in december 2021 proposed that by 2035, the output value of the salt lake industry will reach 120 billion yuan and the world-class salt lake industrial base will be basically completed.

on january 16 last year, the general office of the people's government of qinghai province issued a notice on "several measures for qinghai province to accelerate the construction of a world-class salt lake industrial base and promote the high-quality development of the salt lake industry", and issued 27 specific measures to help the development of qinghai's salt lake industry, including accelerating the establishment of china salt lake group. the specific requirements are to refine the preparation plan for china salt lake group, introduce large central enterprises and integrate related enterprises to form china salt lake group under the premise of market demand, resource implementation, mature technology and economic feasibility, establish a collaborative cooperation mechanism for priority supply of materials between upstream and downstream enterprises of the group, promote industrial division of labor, participate in international production capacity and technical cooperation, improve internationalization level, and build a main force in the construction of a world-class salt lake industrial base.

it is understood that china's lithium resources are mainly salt lakes, and it has become the largest lithium salt producer through imports. according to data from the china geological survey, among my country's lithium resources, salt lake brine, spodumene and lithium mica account for 82%, 11% and 7% of my country's total lithium resources respectively. salt lake resources, which account for the largest proportion of lithium resources, are the least developed type, because salt lakes are mostly distributed in high-altitude areas in qinghai and tibet, with relatively fragile ecology and lack of supporting infrastructure, which is not conducive to large-scale production. in addition, the resource attributes are general, and the low lithium ion content and high magnesium-lithium ratio make development difficult.

it is reported that the company currently owns the development rights of 3,700 square kilometers of qarhan salt lake and is the company that controls the most potassium and lithium resources in salt lakes in china. in the first half of this year, the company achieved operating income of 7.237 billion yuan and net profit attributable to shareholders of listed companies of 2.212 billion yuan, down 27.31% and 56.60% year-on-year respectively.