460 billion new energy giants will invest 19 billion in industrial chain in one year!

category:Finance
 460 billion new energy giants will invest 19 billion in industrial chain in one year!


Recently, Ningde era has made frequent actions, and raised 19.6 billion yuan in July. In addition, Ningde times has recently established a number of new subsidiaries, involving intelligent manufacturing, unmanned mines, new energy industry investment, etc. Last week, it reached a strategic partnership with Schneider Electric and became a leading supplier in the battery field of Mercedes Benz. In such a dense strategic arrangement, coupled with the blessing of real gold and silver, the partners of Ningde era industrial chain will be jubilant?

Great tactics in Ningde Era

Since this year, the Political Bureau of the CPC Central Committee has repeatedly stressed the need to ensure the safety of the industrial chain and supply chain. From the perspective of public information, Ningde era is the first action!

On the evening of August 11, Ningde Times announced that with the promotion of global energy reform, transformation and upgrading, and the gradual improvement of environmental protection standards, the new energy vehicles and energy storage industry has developed rapidly in recent years, but there are still some shortcomings in the industrial chain, such as imperfect supporting facilities and insufficient supply of key resources, which may restrict the long-term development of the industry. As a leading enterprise in the new energy industry, Ningde times, for the consideration of long-term strategic development, plans to further strengthen the cooperation and coordination of the industrial chain, improve the efficiency of resource utilization and enhance the market competitiveness of the company by investing in high-quality listed companies in the upstream and downstream of the industrial chain.

According to the announcement, the investment scope specifically includes the stocks, convertible bonds and other equity investment varieties of relevant listed companies in the upstream and downstream of the industrial chain at home and abroad; the investment methods include but are not limited to the methods permitted by laws and regulations, such as new share subscription, securities purchase in the secondary market, call auction, negotiated transfer, block trading, participation in private placement, etc. The total amount of this investment shall not exceed 50% of the audited net assets at the end of 2019, i.e. no more than RMB 19.067 billion (excluding the capital) or equivalent currency, of which the total amount of overseas investment shall not exceed US $2.5 billion. The source of funds is the companys own or self raised funds, and does not involve the companys initial public offering and non-public offering of shares in 2020.

According to the latest data, the market value of Ningde times has exceeded 460 billion yuan, and its increase this year is as high as 86.87%.

It is worth noting that Ningde era just made a fixed increase in July. On the evening of July 17, Ningde times released a fixed increase situation report, which attracted market attention. The report disclosed that Ningde times raised 19.618 billion yuan in net amount, which was not far from the planned investment amount. However, it may not be a left to right game.

According to public information, Ningde times raised a total of 19.618 billion yuan, which will be used for Ningde era Huxi lithium-ion battery expansion project, Jiangsu times power and energy storage lithium-ion battery R & D and production project (phase III), Sichuan era power battery project phase I, electrochemical energy storage frontier technology reserve R & D project and supplementary working capital. According to the expansion plan disclosed by the company in recent two years, it is estimated that the new capacity will be about 138gwh in the next two to three years.

Join hands with two European giants

Recently, the action of Ningde era is far more than investment in industrial chain. On August 5, Ningde times official micro issued two heavy messages. First, with the cooperation with Mercedes Benz, the strategic partnership between Ningde Times New Energy Technology Co., Ltd. and Mercedes Benz has reached a new level. The two sides will jointly develop leading battery technology to support the large-scale electrification of Mercedes Benz models.

Mercedes Benz is speeding up its electric first strategy. Ningde era will provide advanced cells, modules and battery packs that meet the carbon neutral standard. The strategic agreement covers various fields of power battery technology, including battery cells and modules for Mercedes Benz passenger car products, and the overall battery pack for its light commercial vehicle products, which will have broad prospects for innovative technology configuration, such as the CTP product design of Ningde era. This design saves the traditional module and integrates the cell directly into the battery pack.

The other is to cooperate with Schneider Electric, an old electric giant. According to the agreement, Ningde times and Schneider Electric will cooperate in the fields of green intelligent factory, new energy power generation, safe power consumption and energy storage.

Ningde era will help Schneider Electric achieve the strategic goal of replacing lead acid with lithium battery, and jointly expand the emerging lithium battery application market; Schneider Electric will provide comprehensive services for the planning and implementation of green intelligent manufacturing projects of Ningde era, and help Ningde era build an advanced green intelligent factory.

At the same time, Ningde times and Schneider Electric have similar customer groups and complementary products in the energy and other markets. The two sides will work together to build a small distributed energy platform and develop new energy storage applications in data centers and industrial and commercial fields.

For example, in the global distributed energy platform launched by Schneider Electric and ecosphere, Ningde times will explore new scenarios and new applications of new energy together with ecological partners. The platform integrates suppliers, general contractors, service operators and users of new energy and energy storage equipment, and provides users with an integrated solution of new energy generation + energy storage + charging pile covering design, construction, operation and handover.

In addition, the two sides will combine their respective business advantages to jointly promote the construction of ubiquitous power Internet of things, cooperate to create the overall solution of ups + energy storage + power distribution, and provide customers with multi station integration transformation and new project services.

Analysts of Sichuan Financial Securities said that at this stage, Ningde eras main revenue comes from China, but it has been designated by overseas automobile enterprises such as Volkswagen and BMW. The deepening cooperation with Mercedes Benz in the field of power battery technology is an important part of Ningde eras expansion of global territory, and also the embodiment of its own technology leadership.

What is the future of partners?

In fact, the layout of Ningde era in the industrial chain seems to have already begun. According to tianyancha, on July 21, Ningde times established a company named Ningde era new energy industry investment. The legal representative of the company is Qu Tao. Now, Qu Tao is the assistant to the chairman of the board of Ningde times and the director of enterprise planning.

According to Suining news network, on April 2 this year, Deng Zhengquan, deputy secretary of the municipal Party committee and mayor, met with Qu Tao, assistant chairman of the board and director of investment planning of Ningde times. The two sides had in-depth communication and exchange on investment cooperation issues. Deng Zhengquan introduced the traffic location, modern logistics, industrial development and business environment of Suining, and looked forward to the investment of Ningde era. He said that Suining Municipal Party committee, municipal government and relevant departments would do their best to provide good services to enterprises, so as to make enterprises feel at ease and invest with ease. In May this year, he also visited Sichuan and other places to inspect investment projects. These news can also confirm that Qu Tao is in charge of the foreign investment business of Ningde times.

So, whats the future of partners? From the wind data, in the past year, Ningde times increased nearly twice, but its industrial chain index rose only 60%.

From the current situation, countries around the world continue to increase policy support for new energy vehicles, and major automobile manufacturers have layout of new energy vehicle products. In particular, since this year, the pace of the layout of new energy vehicles and power batteries in Europe has accelerated significantly, and the sales growth in the first half of the year is also very strong, with a year-on-year increase of more than 55%. There are not too many problems in the industrial trend. The investment plan of Ningde times will naturally bring some positive stimulation to the industrial chain, and some companies should also get the financial support of Ningde times. However, judging from the volume of Ningde era, it may take time to verify the industrial driving effect. After all, although the company has a large market value, its profit level is still not up to the level of a super giant. In fact, in the A-share market, there are many industrial chain companies, or ecological chain companies, such as Alibaba, Tencent and Huawei. There are some companies in these industry chains that can come out, but most of the performance is not particularly ideal. Analysts believe that when a company is defined as a company in an industrial chain, it may be installed with a ceiling. In addition, some leading enterprises have a lot of requirements on the industry chain companies, which are very harsh, which will restrict the development of some companies to a certain extent. Source: Securities Times editor in charge: Yang Bin_ NF4368

From the current situation, countries around the world continue to increase policy support for new energy vehicles, and major automobile manufacturers have layout of new energy vehicle products. In particular, since this year, the pace of the layout of new energy vehicles and power batteries in Europe has accelerated significantly, and the sales growth in the first half of the year is also very strong, with a year-on-year increase of more than 55%. There are not too many problems in the industrial trend. The investment plan of Ningde times will naturally bring some positive stimulation to the industrial chain, and some companies should also get the financial support of Ningde times.

Analysts believe that when a company is defined as a company in an industrial chain, it may be installed with a ceiling. In addition, some leading enterprises have a lot of requirements on the industry chain companies, which are very harsh, which will restrict the development of some companies to a certain extent.