天齐锂业2023 中期报告

๖呷䠝ẚ㗎Ъᰶ䭽थڙTianqi Lithium Corporation 喍᫩͚㤜ϧℾڞহస㽨ڷ᜽⿸⮱㗎Ъᰶथ喎ڙ䭽 㗎ЪА㮌: 9696 02060810627886 CGP1 CGP2 CGP3 H1.00 IGOIGO Limited2000105IGOIGO Lithium Holdings Pty. Ltd.TLEA 49% TLATianqi Lithium Australia Pty Ltd2017119TLHTLEATLEATianqi Lithium Energy Australia Pty Ltd51%49%IGO LithiumTLHTianqi Lithium Holdings Pty LtdTLKTianqi Lithium Kwinana Pty LtdTianqi Lithium Australia PtyLtd2016427TLATRPTSF2012921TLEATLEA51%49%RT LithiumWood Mackenzie (Asia Pacific) Pty. Ltd. 2023414202341420234142023414 20234142023414 20234142023414 2023414202341420234142023414 20234142023414 20234142023414 ESG 20234 1420234 142023414 166 AAA002466HHH9696 1231 Ahttp://www.cninfo.com.cnHhttp://www.hkexnews.hk H 183171712-1716 http://www.tianqilithium.com/ 100 202092030206020252021-203520222035 202020357020142017202020222022122023622027202420275,200 20179 20002010 20112019203050%55%199020502019202120232203520352023720232030 20228162022202292023113,690203040%20227,5004,00020 20162016-202024202092020(CRM)202133120222(USGS)50 1 2023202275.7LCE202128%202224%202123%46%42%12% 2023202248%202291%202244%202241%202260%202224%55%77% 2023109.8LCE202245%48%53%41%36%2025187.5LCE202235%55%32% 2 2023202280.5LCE202125%30.8LCE49.7LCE202246.6LCE94%20224.7LCE10% 2023202255.1LCE22.7LCE 2023104.9LCE2025179.2LCE2030264.5LCE2033300LCE2023202589%84%2030203368%66% 2038204327% 12023 2020202220222023202320236 2023772023721 2 3C(USGS)20223C80%7%4%2%1%1% Canalys2023220221,01055%202259059%26%260 202362023678.480.69.9%12.5%32.8%35.2%30.7%20231-6378.8374.742.4%44.1%28.3% 202380.814.4%202320232023512.143.3%6.0%2022 3 202331.5GWh31.2GWh202311724.1GWh53%189%21.8GWh185% 1 (IEA)2023202320231,40035%18%IEA2050IEA20223,00020302.430%20252,00020304,00020%30%20302.55%35%20304,50035%205040%20303.820253,00020307,00030%60% 20502020203017.8%106.2%203021.6%106.5%204020501.1% 2 (IEA)203013Energy Aspects202526%203039%5(CNESA) (SZ.002466)(9696.HK) 30 202214,167,99224,787,3597 4 . 9 5 %2 0 2 21 1 , 9 2 0 , 5 1 22 1 , 5 8 4 , 6 6 081.07%202210,230,3056,446,79036.98%2022123172,558,017202363078,718,1358.49%2022123154,758,242202363056,683,9823.52%2022123124.53%202363027.99% SQM1,429.36LCE 1 2021 2014520225Behre Dolbear Australia Pty Limited202220221,286LCE1.5%824LCE1.9%1952.73%1 6%5.0%7.2%1627570550%2023202226%202241% 5220252025522027 2 2008122012420225BehreDolbearAustralia Pty Limited2021123163.21.3% 2023520%39.20%40.80%20% 3 2014820%1792022 201812SQMSQM4,551LCE1,500mg/L6:1 2022SQM9%SQM 4 36319568.6750,891 65133.35mm16,23143463.5mm16,9620 (CGP3)(MSA)(APV)(TSF4)2.1302022320256.320.642.53 6.8814 2.42 600 2 22023 2.4202254.8 320 2100% 100% 2021+ () + 202320μmCNAS700Wh/kg 60t2022103 20233 TÜV2023630218 () TLEAIGO51:49TLEATLEA 1. 2. 202236.3220253214 22023 3. 4. 5. 202365 6. ESGESGESG2030 1. (1)(2)(3)SQM(4) 2023772023721 2.IGO 2021TLEAIGOTLEA51%IGOIGO Lithium Holdings Pty LtdTLEA49%-1936TLA25%-100% IGOIGO Limited2021621IGOIGOLimited49%TLH 3. 202211SGSGB/T26008-2020TLK48 20221220231-4202342023619SKOnTLK 4. EHSESGESG 5. 6. 2022 1. 2 4 , 7 8 7 , 3 5 92 0 2 263 014,167,99210,619,36774.95% 2 1 , 5 8 4 , 6 6 02 0 2 263 011,920,5129,664,14881.07%3.93 6,446,790202263010,230,3053,783,51536.98%(1)(2)(3)SESSESSES12 2. 202263014,167,99210,619,367202363024,787,359 (1) 3. 87.08%202263084.14%2.94% 4. 336,8032022630981,916645,113 5. 6. 14,630202263011,50827.13%0.06% 7. 8. 2022123146,597,7594,903,865202363051,501,624 2022123125,960,2581,256,253202363027,216,511 202212317,555,1072,348,71320236309,903,820 2022123110,244,6681,885,665202363012,130,333 20221231202363018,405,15117,312,69154,758,24256,683,982 20221231202363012,289,94810,089,720 9. 6,930,83420226302,680,4474,250,387 10. 1,708,0682022630576,2811,131,787 11. 202363010,163,502248,435958,2698,956,79820236300.00%202212318.35% 12. 202363063,526,15828,610,783TLAI1100%24,290,817SQM10,527,792 13. 202363018.46%202212312.56 14. 15. 2020128TLEAIGOTLEAIGO177,864,310TLEA49%IGOIGO 16. 2 0 2 363 02 , 6 2 8454,681 17. 2023630SQM20236305%SQM41.15(SQMB)2023630SQMB74.849A6,255.6568SQM22.16%SQM27,769,269202363035.28%SQM3,011,5802023630SQM29,057,833SQM1,998,801SQM1,456,398 SQM1968SQMSQM-BSQM-ASQMSQM SQM SQM10 20236305% 1 20233102023414202320234142023713 22023-2027 20233302023-2027 32022 20233302023616202220221030.009A1,641,221,583A1,477,099,383H164,122,200A467,966A1,476,631,417H164,122,20020236302023816AHA4,429,894,251.00H492,366,600.002022 4 2018530NutrienLtd.SQMA62,556,56840.6620188292022719SQM 2023330SQM57 5 20233302023616202260605 63 20235123303202 7 202353039.20%40.80%20% 8smart Mobility Pte. Ltd.A 2023713smartMobility Pte.Ltd.SMA1.50SMA17,605,633ASM2.503.00SMSM17,605,633ASM2.83% 9 2016952.42.4TLK 2022512102022519TLK202211SGSGB/T26008-2020TLK48TLK20221220221130 20221220231-4202342023619 TLK20221220231SKOnTLK 10Essential Metals Limited 202315EssentialMetals LimitedTLEAEssentialMetals Limited(ASX: