三川智慧战略布局再升级：5500万合资设立稀土国际贸易公司
三川智慧战略布局再升级：5500万合资设立稀土国际贸易公司
Sanchuan Wisdom Strategic Upgrade: 55 Million RMB Joint Venture to Establish Rare Earth International Trading Company
2023年8月8日，三川智慧（300066.SZ）发布重要公告，宣布与关联方共同投资1亿元人民币设立赣州川宇国际贸易有限公司，正式进军稀土矿产品进出口贸易领域。
August 8, 2023, Sanchuan Wisdom (300066.SZ) announced a significant investment of 100 million RMB to establish Ganzhou Chuanyu International Trading Co., Ltd., marking its official entry into the import and export trade of rare earth mineral products.
投资结构与关联交易
Investment Structure and Related Transactions
根据公告显示，合资公司股权结构为：
- 三川智慧出资5500万元（55%）
- 北京铂宇出资1000万元（10%）
- 周钢华出资2000万元（20%）
- 舒金澄出资1000万元（10%）
- 郑田田出资500万元（5%）
The joint venture's ownership structure includes:
- Sanchuan Wisdom: 55 million RMB (55%)
- Beijing Boyu: 10 million RMB (10%)
- Zhou Ganghua: 20 million RMB (20%)
- Shu Jincheng: 10 million RMB (10%)
- Zheng Tiantian: 5 million RMB (5%)
战略布局与业务拓展
Strategic Layout and Business Expansion
三川智慧近年来持续加码稀土产业链布局：
- 2019年收购中稀天马20%股权，切入稀土回收领域
- 2022年收购天和永磁67%股权，强化稀土回收能力
- 2023年设立国际贸易公司，延伸至稀土原矿进出口
Sanchuan Wisdom has been consistently expanding its rare earth industry chain:
- 2019: Acquired 20% of Zhongxi Tianma to enter rare earth recycling
- 2022: Acquired 67% of Tianhe Yongci to strengthen recycling capabilities
- 2023: Established international trading company for rare earth ore import/export
业绩承诺与风险控制
Performance Commitments and Risk Control
在收购天和永磁的交易中，三川智慧设置了严格的业绩对赌条款：
- 2022年净利润不低于3600万元
- 2023年净利润不低于4100万元
- 2024年净利润不低于4600万元
- 三年累计净利润不低于1.23亿元
For the Tianhe Yongci acquisition, Sanchuan Wisdom established strict performance commitments:
- 2022 net profit ≥ 36 million RMB
- 2023 net profit ≥ 41 million RMB
- 2024 net profit ≥ 46 million RMB
- Three-year cumulative ≥ 123 million RMB
行业前景与战略意义
Industry Outlook and Strategic Significance
稀土作为战略性资源，在新能源、国防军工等领域具有不可替代性。随着全球对稀土需求的持续增长，三川智慧通过布局稀土全产业链，有望获得更大发展空间。
As a strategic resource, rare earth elements are irreplaceable in new energy and defense industries. With growing global demand, Sanchuan Wisdom's full industry chain layout positions it for significant growth potential.
