Zhuhai Guanyu Listed Full Moon Shares doubled 4 billion plus power lithium ion battery

Zhuhai Guanyu Listed Full Moon Shares doubled 4 billion plus power lithium ion battery

Listed just in January, consumption lithium-ion battery faucet company Zhuhai Guanyu (688772.sh) determined to stepping on the power lithium-ion battery. On November 19th, the company’s wholly-owned subsidiary Zhejiang Guanyu plans to build a new lithium-ion battery project in Haiyan County, Jiaxian County, Zhejiang Province, with a total investment amount no more than 4 billion yuan.

Project planning construction annual 10GWH lithium ion power lithium-ion battery, expected construction period of 36 months (2022 – 2025). In the secondary market, Zhuhai Guanyu landed on the Boardo board on October 15th, so far for January. The company is also favored by investors, its distribution price is 14.

43 yuan / share, opening the first day, the company’s share price is 33.65 yuan / share. On November 19th, the company’s share price up to 64.

6 yuan / share, creating a new history, close to the opening of the opening, as of November 19, Zhuhai Guanyu stock price reported 58.77 yuan / share, the market value reached 65.931 billion yuan.

EtOAc, Zhuhai Guan Yutong Investment Agreement, plans to build a new lithium-ion battery production project in Haiyan County, Jiaxing City, Zhejiang Province. According to the notice, the project planning construction annual 10GWH lithium-ion power lithium-ion battery, the industry is positioned as a lithium ion battery manufacturing industry, and the total investment of the project is expected to be 4 billion yuan, of which fixed asset investment is about 3.5 billion yuan, the source of funds is self-sufficient Fund, the estimated construction period is 36 months.

It is reported that Zhuhai Guanyu dynamic lithium-ion battery products include battery cells, modules and packs, important applications in automotive start-stop systems and electric motorcycles. In the field of powerful battery, the company has entered the supply chain system of Haojue, Cummins, China Auto and other manufacturers..

However, the company’s dynamic lithium-ion battery is in the development and trial stage, has not yet formed a large number of mass production, 2018 – 2020, the sales revenue of the company’s powerful lithium-ion battery is 98.84 million yuan, 76.518 million yuan, 11.

065 million yuan, The proportion of the main business income is 0.22%, 0.15%, 0.

16%, respectively.. It is worth mentioning that Zhuhai Guanyu’s power lithium-ion battery service is operated independently, and the company’s wholly-owned subsidiary Zhuhai Guanyu dynamic lithium-ion battery Co.

, Ltd. is responsible for the R & D, production and sales of dynamic lithium-ion batteries; Guanyu Power Power Co., Ltd.

is responsible for power lithium-ion battery packaging. Among them, the Guanyu dynamic lithium-ion battery has continued to lose money since its establishment, 2019 and 2020 net profit lost 8.846 million yuan, respectively, and 126 million yuan.

. Consumer battery business global ranking pre-list, 2020, Zhuhai Guanyu laptop and tablet lithium-ion battery total shipments ranked second, smart phone lithium-ion battery shipments ranked worldwide. Company and HP, Lenovo, Dell and other laptops and panel computer manufacturers, Huawei, Oppo, Xiaomi, ZTE and other smartphone manufacturers, as well as drone such as Dawan, Bose, Facebook, and smart wear manufacturers have established long-term and stable cooperative relations.

And has entered the supply chain system of Apple, Samsung, Vivo and other manufacturers. Consumer lithium-ion batteries are the company’s most important source of income, 2018 – 2020, the sales income of the company’s consumer lithium-ion battery is 4445 billion yuan, 5.171 billion yuan, 6.

738 billion yuan, accounting for the ratio of the main business income 99.78%, 99.85%, 99.

84%, respectively.. From the perspective of performance, Zhuhai Guanyu’s revenue in the first three quarters of 2018 – 2021 is 4.

75 billion yuan, 5.33 billion yuan, 6.96 billion yuan, 7.

654 billion yuan.. Net profit is 2.

2 billion yuan, 430 million yuan, 820 million yuan, 814 million yuan, the first three quarters of this year, the company’s revenue is over the year, net profit has been near last year.. However, Zhuhai Guanyu also pointed out in the prospectus, the company’s product structure is more single, and all of which are polymer soft bag lithium-ion batteries.

. If there is significant change in the future consumer lithium-ion battery market, or a major change in the technical route of the consumer lithium-ion battery, or the company’s future R & D capability is not possible to launch new products with mainstream technology routes in time, it may lead to the company. Existing important product income declines, may have a major adverse impact on the company’s profitability.

To this end, Zhuhai Guanyu extends power lithium ion battery business. It also said that the company will gradually extend from the current automotive start-stop system battery, electric motorcycle battery and other business to pure electric vehicle battery and energy storage battery, gradually expand the type of lithium-ion battery product, improved in power Ion battery market competitiveness. .

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