天齐锂业2023年度报告

๖呷䠝ẚ㗎Ъᰶ䭽थڙTianqi Lithium Corporation 喍᫩͚㤜ϧℾڞহస㽨ڷ᜽⿸⮱㗎Ъᰶथ喎ڙ䭽 㗎ЪА㮌: 9696 2023年度報告 2461113156776112119144149150151153155157 (002466.SZ)(9696.HK) 162SQM100% 8.88 30 30 ESG ESG AAA002466HHH9696 166 1231 Ahttp://www.cninfo.com.cnHhttp://www.hkexnews.hk H 183171712-1716 http://www.tianqilithium.com/ AlbemarleCorporationRTLithium49% A1.00 A C1 2024327 H1.00 IGOIGOLimitedIGOIGOLithium Holdings Pty.Ltd.TLEA 49% TLEATianqi Lithium Energy Australia Pty Ltd201432651%49%IGO LithiumTLHTianqi Lithium Holdings Pty LtdTLKTianqi Lithium Kwinana Pty LtdTianqi Lithium Australia PtyLtd2016427TLA2012921TLEATLEA51%Wood Mackenzie (Asia Pacific) Pty. Ltd. 20231231 21 2023100%202316220231525220238.8814SQM 2023smartMobility Pte.Ltd.A 20232023202340,448,30334,347,8197,278,3431013.5 2024 2024 •2024327 0.0065%27USGS201531%202387% 20238 2021123120222022202212312022123113 202320232023622027 2021203520232023122370GW 2023 20231120223,7007,5002023331202341820234187,5003,750 2023111334203010%40%25%65%20238172027 1 USGS1.05202317%80%2,80020228%80% 2023Fastmarkets2023202396LCE37.8LCE47.9LCE39%50% Fastmarkets2023202316%1622025214 2 2023Fastmarkets2023202386LCE26%68%28%4% 202347%8.8832.41,00014.38 1 USGS2024(Mineral Commodity Summaries 2024)202387%4%2%1%1%1%4% 2 2023 EVTank202420231,202.6GWh25.60%2023865.20GWh26.50%224.20GWh40.70%113.20GWh0.90%887.40GWh34.30%73.80%EVTank202520301,926.00GWh5,004.30GWh (1) 20231,37132%20231220%31 20232023958.7949.535.8%37.9%31.6%20225.92023829.233.5%120.377.6% 202220232023202330017% 20232023146.546.9%9.1%2.1%118.446.2%28.149.9% 2023778.1GWh42.5%245.1GWh32.1%15.3%531.4GWh67.5%59.9% 202320241,70020252,1002024930GWh20251,100GWhTWh (2) 202359%80%56% 2023173GWh60%159GWh92%(GGII)2024200GWh25%202335GW72%34GW202381GW202450GWh50% 3 (1) 20221220232023502023418302023720232023 (2) 20237212023 (002466.SZ)(9696.HK) TLEAFastmarkets2023 202240,168,923202340,448,3030.70%202234,154,295202334,347,8190.57%202223,944,59020237,278,34369.60%202272,558,017202374,969,0693.32%202254,758,242202355,955,6032.19% SQM100% 1.SQM2030SQM2022 2.2022ESG 1 202230%202240%20235% 201453493.18%1 2023 2023AMCConsultants202312314.471.5%LCE1,6001.791.9%LCE850 2012JORC 162202532104 2023152.2144.77.5Fastmarkets20232023202327%2022 2 2008122012420225BehreDolbear Australia Pty Limited2021123163.2LCE1.3% 2023539.20%40.80%20%20231027 202419 3 2014820%1792023 201812SQMSQM1,0801,840mg/L6.420231231SQM79 Fastmarkets2023202344% 4 799349149.81,522,297 514298.9mm56,02019.4 (CGP3)(MSA)(APV)(TSF4)557.920242025632200.6352.5 8.8814 2.421.455,0004,500200 2 600 22023102620231221 2.4SKOn Co.,LtdNorthvoltETTAB20241100% 31,0002.414 3 30 2022 20239smart Mobility Pte. Ltd.SMA + 202320μmCNAS700Wh/kg 60t2022103 TÜV20231231425241130SCI/EI20239 20233 2023 TLEATLK2023TLEATLEATLK SK On Co., LtdNorthvolt ETT AB 2023 FastmarketsBenchmark Mineral IntelligenceS&P Global Platts 850%50%ESGESG 2023ESG22ESGESG100%202354ESG202372050 2 0 2 38(MSCI)ESGBBBBB2023ESGA300ESG A50A50MSCIHWind2023500165A2023134202340202310 1 100% 2024192024318220kV 2 3 202220239SMA 1. 40,448,303202240,168,923279,3800.70% 34,347,819202234,154,295193,5240.57%4.44 7,278,343202223,944,59016,666,24769.60%(1)(2)(3)(4)SESSESSES11(5)2023 2. 202240,168,923279,380202340,448,303 (1) 3. 84.92%202285.03%0.11 4. 531,048,426202224,303,91976.76%202260.50%51,493,88120221,250,05816.57%202221.34% 5. 702,91820221,286,972584,054 7. 30,375202226,70313.75%0.08% 8. 9. 2022123146,597,7598,762,8822023123155,360,641 2022123125,960,2586,351,8302023123119,608,428 202212317,555,107895,240202312316,659,867 2022123110,244,6682,108,9312023123112,353,599 202312312022123112,948,56118,405,15155,955,60354,758,242 20231231202212319,330,48012,289,948 10. 1617 11. 10,618,19520228,813,6741,804,521 12. 6,061,81620222,222,6693,839,147 13. 2023123110,481,025936,2672,951,1716,593,587202312315.22%202212318.35% 14. 2023123155,847,16321,433,821TLAI 1100%23,809,761SQM10,541,028 15. 2023123133.98%202212311.47 16. 17. 2020128TLEAIGOTLEAIGO177,864,310TLEA49%IGO(multipleentryconsolidated group)IGO 18. 202312312,864 19. 20231231 20. 202312311,641,221,5831 SQM202312315%SQM41.15SQMB20231231SQMB74.849A6,255.6568SQM22.16%SQM27,804,1832023123137.09%SQM2,951,93820231231SQM25,799,264SQM2,931,042SQM2,276,088 SQM1968SQMSQM-BSQM-ASQMSQM SQM(SQM) SQM16 202312315% 1013.5H 1 20233102023414202320234142023713 22023-2027 20233302023-2027 32022 20233302023616202220221030.009AHA467,966A1,476,631,417H164,122,20020236302023816AHA4,429,894,251.00H492,366,600.002022 4 SQM202333057 5 202333020236162022606052023122040 6 202383020231127[2023]268 72.4 2016952.42.4TLK2022512102022519TLK202211SGSGB/T26008-2020TLK48TLK20221220221130202212202314202342023619 2.420239TLEA2023112024 TLK202212202319SKOnNorthvoltETT AB20241 82 201712421520189722143,101 20227148,419.28202210147,780.712023102720231221 93 2023512330336202