Yiwei Lithium Energy did not increase the battery price in the first half of the year, and the net profit fell for the first time in three years
On August 25, Yiwei Lithium Energy released its semi annual report for 2022. During the reporting period, the Company achieved an operating income of 14.926 billion yuan, up 127.54% year on year; Net profit attributable to shareholders of the listed company was 1.359 billion yuan, a year-on-year decrease of 9.08%; The net profit attributable to shareholders of the listed company after deducting non recurring profits and losses was 1.194 billion yuan, a year-on-year decrease of 16.22%; The net cash flow from operating activities was 1.81 billion yuan, a year-on-year increase of 441.07%. In the past two years, the revenue of Yiwei Lithium Energy has kept growing. In 2021, the Company will achieve an operating income of about 16.9 billion yuan, with a year-on-year growth of 107.06%; The net profit was about 2.9 billion yuan, up 75.89% year on year. In 2020, the Company will achieve an operating income of 8.162 billion yuan, with a year-on-year growth of 27.3%; The net profit was 1.652 billion yuan, up 8.54% year on year. In the first half of 2022, under the influence of the rising cost of upstream materials, the net profit of Yiwei Lithium will also decline, which is also reflected in the share price. On August 26, Yiwei Lithium Energy closed at 101.30 yuan/share, down 3.39%. In the first and second quarters of this year, the net profits of Yiwei Lithium Energy were 520 million yuan and 840 million yuan respectively. In this regard, Yiwei Lithium Energy said that while the price of lithium metal was rising, it was a benchmark enterprise in the industry, so in the case of economic downturn, it did not make price increase arrangements after communicating with downstream partners. If the lithium carbonate capacity is released in the second half of the year, the pressure on lithium sources will also be reduced. With regard to the growth of revenue, Yiwei Lithium Energy said that the main reason for the year-on-year growth of revenue was that during the reporting period, the company's shipments of square lithium iron phosphate batteries and soft pack ternary batteries increased significantly; In particular, in the energy storage market, the company has strategically taken the lead in the layout of the energy storage market. It has carried out business cooperation with major domestic telecommunications operators, leading enterprises of communication facilities, and multi local power grid companies in the fields of communication energy storage or grid side supporting, and has accumulated a number of domestic and foreign well-known brand customers in the field of household energy storage, industrial and commercial energy storage. At the same time, the substantial growth of Yiwei Lithium Energy's business volume is also inseparable from upstream and downstream collaboration, and its supply chain management advantages are prominent. According to incomplete statistics, through the establishment of joint ventures with German companies such as Nanometer, Beiteri, Huayou Cobalt, Enjie, Zhongke Electric, New Zebang, Jinkunlun, Chuanneng Power and Honeycomb Energy, Yiwei Lithium Energy has distributed anode materials, anode materials, diaphragms, electrolytes, nickel, cobalt, lithium and other upstream resources. This is not only conducive to ensuring the stability of its supply chain, but also can reduce the impact of raw material price fluctuations on its product costs, thus enhancing the company's comprehensive competitiveness.
150Gwh！ China Energy Construction Gezhouba Chuneng Lithium Battery Project started!
On the morning of August 28, the commencement ceremony of the Chuneng New Energy (Yichang) Lithium Battery Industrial Park project, which was implemented by China Energy Construction Gezhouba Group, was held in Longquan Town, Yiling District. It is reported that the total investment of Chuneng New Energy (Yichang) Lithium Battery Industrial Park Project is about 60 billion yuan, and it is planned to build 150Gwh lithium battery capacity. The project will be constructed in four phases, of which 40Gwh capacity will be built in the first phase. After all the projects are put into operation, it is expected to achieve an annual output value of 105 billion yuan, tax revenue of 6 billion yuan, provide about 20000 jobs, and form a large new energy lithium battery production base with an annual industrial output value of more than 100 billion yuan integrating the research, development, manufacturing, and sales of power batteries, energy storage batteries, module PACK, and energy management systems.
The revenue of power battery increased by 631.92% year on year. Xinwangda's semi annual revenue hit a new record
On the evening of August 25, Xinwangda (300207. SZ) officially released the 2022 midterm report. In the first half of the year, the company achieved an operating income of 21.718 billion yuan, a year-on-year increase of 38.49%, which hit a new historical high in the same period; The net profit attributable to the parent company is 372 million yuan, and the non net profit deducted is 247 million yuan; The net cash flow from operating activities was 1.365 billion yuan, a year-on-year increase of 288.72%. During the reporting period, Xinwangda carried out a series of work from multiple dimensions, such as new product research and development, capacity expansion, market expansion, etc., and achieved remarkable business results by taking multiple measures. Under the influence of adverse factors, such as repeated epidemics, uncertainty of the macro situation, and high prices of raw materials, Xinwangda maintained double-digit growth in its income scale, and promoted the sustainable and healthy development of its own consumer battery and power battery industries. The company's market share continued to rise, which also laid a solid foundation for its business development in the second half of the year.
The owner of Zhongyuan Shares took advantage to drive into the lithium battery "track"
One week after the suspension of trading, the change of control of Zhongyuan shares was settled. Under the combination of "equity transfer+voting power entrustment+fixed increase", the new actual controller of the company also unveiled the "veil". Xu Junhong will directly hold 23.08% of the shares of the listed company through his Luoyang Zhenghao New Energy Technology Partnership (Limited Partnership) (hereinafter referred to as "Luoyang Zhenghao"), as the new controlling shareholder of the company, As a result, it will officially "become the owner" of Zhongyuan Shares. The company's shares resumed trading today. On August 25, Luoyang Huashi New Energy Technology Co., Ltd. (hereinafter referred to as "Luoyang Huashi") signed the Share Transfer Agreement with Deng Zhigang, Wang Yongye, Zhang Xiaobo, Liu Yi, Yin Liguang and other five shareholders of Zhongyuan Shares, and transferred 2% of the shares of Zhongyuan Shares; At the same time, eight persons acting in concert (the actual controller of Zhongyuan Shares), including the above five shareholders, signed the Voting Rights Entrustment Agreement with Luoyang Huashi, and entrusted the voting rights corresponding to 20.70% of the company's shares held by them before the issuance of shares to Luoyang Huashi to exercise. After the above agreement comes into effect, the actual controller of Zhongyuan Shares will be changed to Xu Junhong. The new owner also brought a "big gift" to Zhongyuan. On the evening of the 28th, the company released a plan for fixed increase. It planned to issue no more than 144 million shares to Luoyang Zhenghao in a private way, with the issue price of 5.35 yuan per share and the raised funds of no more than 772 million yuan, for the construction project of the integrated construction of high-performance lithium ion battery cathode materials with an annual output of 200000 tons (Phase I: 100000 tons per year). The announcement shows that Luoyang Zhenghao is a limited partnership established by Luoyang Huashi as an executive partner, both of which are controlled by Xu Junhong. This fixed increase is also an important step for Xu Junhong to further consolidate his control. After the completion of the above Share Transfer Agreement and the fixed increase, Luoyang Huashi directly holds 1.54% of the company's shares and Luoyang Zhenghao directly holds 23.08% of the company's shares. The controlling shareholder of the listed company will be changed to Luoyang Zhenghao. The proportion of voting rights of listed companies controlled by Xu Junhong through shareholding entities is 24.62% in total. Zhongyuan is mainly engaged in the R&D, manufacturing, sales and services of power system intelligent record analysis, time synchronization, substation integrated automation and distribution network automation related products. Zhongyuan Shares said that the project has good market development prospects and economic benefits, can optimize the company's product and service structure, will help the company enter the field of lithium battery cathode material research and development and production, and actively grasp the important opportunities of rapid development of the lithium battery market. The announcement shows that the total investment of the 200000 ton/year high-performance lithium ion battery cathode material integrated construction project (Phase I 100000 ton/year) is about 3.443 billion yuan, and the proposed use of raised funds is about 772 million yuan. In terms of profitability, the annual average pre tax profit is about 889 million yuan, and the annual average after tax net profit is about 756 million yuan. Zhongyuan Shares said that the lithium ion battery and key materials industry is facing a breakthrough development opportunity, which is the direction of key support in China's new energy and new materials fields. With the completion of the raised investment project, it is conducive to expanding new business areas and increasing the company's profit growth point.
Chuneng New Energy (Yichang) Lithium Battery Industrial Park Project Commenced
On the morning of August 28, the project of Chuneng New Energy (Yichang) Lithium Battery Industrial Park officially started in Yiling District, Yichang City. Wang Li, Vice Governor of Hubei Province and Secretary of Yichang Municipal Party Committee, attended and announced the commencement of the project. Ma Zejiang, Deputy Secretary of Yichang Municipal Party Committee and Mayor, presided over the commencement activities. Zhang Guihua, Wang Guobin, Wang Juncheng, Zhang Lixin, Yang Weihua, leaders of Yichang City, Dai Deming, chairman of Chuneng New Energy Co., Ltd., and Huang Feng, president of Chuneng New Energy Co., Ltd., as well as major leaders of municipal departments and Yiling District, Yichang, and staff of the project owner and the construction party participated in the opening activities. Xiao Pengfei, secretary of Yiling District Party Committee of Yichang City, said in his speech that Chuneng New Energy, with the grand goal of building a "world leading lithium battery research and development and manufacturing company", invested in the construction of Chuneng New Energy Lithium Battery Industrial Park. Yiling District will take advantage of Chuneng Dongfeng's spirit of "we are in front of difficulties, we are not in front of difficulties" to grasp the nodes, seize the progress and fully guarantee the project construction.
The share price rose by more than 31%! Tianli Lithium Energy landed on the GEM, focusing on ternary materials of lithium batteries
On August 29, Xinxiang Tianli Lithium Energy Co., Ltd. (hereinafter referred to as "Tianli Lithium Energy") was listed on the GEM. The sponsor was Minsheng Securities. The issue price was 57.00 yuan/share, and the issue price earnings ratio was 81.94 times. As of the time of publication, its share price had risen by more than 31%, and its latest market value was 9.1 billion yuan. Tianli Lithium Energy is mainly engaged in the R&D, production and sales of ternary materials and precursors for lithium batteries, and has the integrated R&D and production capacity of ternary materials and precursors. Its products include NCM333, NCM523, NCM622, NCM811 and other series, covering almost all types of ternary materials. According to the statistical data of GGII, in the field of electric bicycles and lithium batteries for electric tools, the company's relevant product shipments in 2019 and 2020 rank first in the industry. According to the prospectus, the controlling shareholder and actual controller of the company are Wang Ruiqing, Li Wen and Li Xuan, who hold 51.25% of the company's shares in total and are in absolute control. After the issuance, the actual controller will still hold 38.43% of the company's shares.
Hubei has invested 60 billion yuan in Yichang Lithium Battery Industrial Park
After AI news, the project of Chuneng New Energy (Yichang) Lithium Battery Industrial Park started in Longquan Town, Yiling District, Yichang City on August 28, with a total investment of 60 billion yuan. This is the largest investment attraction and industrial project in Yichang by far. The project covers an area of 4500 mu, mainly producing power batteries, energy storage batteries, consumer electronics batteries, PACK modules and other series of products. The planned lithium battery capacity is 150GWh, including 40GWh in Phase I. (Hubei Daily)
High cost enterprises are unwilling to work for "Ningwang" GAC spent 10 billion yuan to build lithium iron phosphate battery
First, the chairman of the board of directors publicly refused to work for the battery factory and made his own battery; Later, the financing amount of its new energy brand GAC E'an reached a new high in the industry. As a leading auto company with a market value of 150 billion yuan, GAC Group has been acting frequently recently. On August 26, GAC Ai'an introduced strategic investors in round A and officially listed in Guangdong United Property Rights Trading Center. At the same time, GAC Aian's joint-stock transformation was officially launched. After the completion of the share reform, GAC E'an will choose the opportunity to go public and may become the first stock on China's new energy vehicle science and technology innovation board. The financing amount of round A share reform reached 15 billion yuan GAC Aian's plan for capital increase and share expansion shows that this round will dilute about 15% of the shares and introduce no more than 70 strategic investors; According to the capital increase price of no less than 13.23 yuan/registered capital, the investment amount of a single investor is no less than 100 million yuan. "At this listing price, the pre investment valuation of GAC E'an A round was about 85 billion yuan, the financing was 15 billion yuan, and the post investment valuation was expected to exceed 100 billion yuan. This financing will create the largest single private placement in the domestic new energy vehicle industry, far exceeding the previous financing scale of the new car making forces in the pre IPO round." The relevant personage of GAC E'an told the Securities Daily reporter. According to the public information, the funds raised from this capital increase and share expansion will be mainly used for the R&D and industrialization layout of core technologies such as the development of new products, new generation batteries, electric drive R&D and industrialization construction, intelligent driving, intelligent cockpit, energy ecology and capacity expansion of GAC Ai'an. The above GAC E'an related people believe that the round A war inducing capital increase will further introduce investors who actively cooperate with GAC E'an's strategy, strengthen the vertical integration ability of the industrial chain, accelerate the independent industrialization of core components, and further strengthen the resource allocation and market competitiveness of GAC E'an's safety value chain.
Chuneng's layout of the three major industrial bases in Hubei, with a total investment of 60 billion yuan, Yichang Lithium Battery Industrial Park was launched
On August 28, the project of Chuneng New Energy (Yichang) Lithium Battery Industrial Park was started in Longquan Town, Yiling District, Yichang City, with a total investment of 60 billion yuan. This is the largest investment attraction and industrial project in Yichang by far. The project covers an area of 4500 mu, mainly producing power batteries, energy storage batteries, consumer electronics batteries, PACK modules and other series of products. The planned lithium battery capacity is 150GWh, including 40GWh in Phase I. After the project is put into operation, a large new energy lithium battery production base integrating battery and module manufacturing, energy management system research and development, manufacturing and sales will be formed. Dai Deming, Chairman of Chuneng New Energy Co., Ltd., introduced that Yichang is one of the three bases of Chuneng in Hubei, and the other two bases are Wuhan and Xiaogan respectively. Based on the upstream and downstream industrial chain of lithium battery, Yichang Base will focus on large-scale lithium battery product manufacturing, build a world-class intelligent and digital "super factory", and use new energy industry to help Yichang's green transformation and development. According to the relevant person in charge of Yichang City, the Chuneng New Energy Project will be linked with Ningde Times Bangpu Integrated Battery Materials Industrial Park, Guangzhou Tianci Iron Phosphate New Energy Materials Project, Haike Group New Energy Electrolyte Solvent Project and other projects to boost the rise of Yichang's new energy and new materials industry, and inject green kinetic energy into Hubei's construction of a trillion car modern industrial cluster. Since the signing of the contract on May 10, the project has completed the first phase site leveling in 33 days, and completed the full element approval of land and forest land for provincial key projects in 49 days. It is planned to cap the project within the year and put it into production on June 30 next year. At present, the basic construction of the research institute has been completed, and the construction of lithium battery production workshop, plant and road pipe network has been fully carried out.