Before there was Song Du, now there is Shangwei, A shares reproduce the "three noes" cross-border investment in new energy

21st Century Business Herald reporter Han Xun reported from Shanghai

Songdu shares to "no lithium industry-related business, no technical reserves, no resources and professional team" but to cross the border to become Songdu lithium industry into the lithium industry news just after the news, Shangwei shares (603333. SH) also broke out to cross-border investment in "new energy power batteries, energy storage battery anode materials", interestingly, Shangwei shares are currently "not involved in the field of power storage battery anode materials, there is no technical and talent reserves in this field." ”

On the evening of January 16, Shangwei issued an announcement that the company cooperated with Leshan Municipal Government and Conch Venture (00586. HK) and others signed an investment agreement to invest in the construction of a "New Energy Southwest Manufacturing Base Project" in the High-tech Zone of Leshan City, Sichuan Province.

On the same day, Shangwei Co., Ltd. and Conch Venture also signed a joint venture agreement on the investment and construction of the first phase of the 40,000-ton project of the anode material integration project with an annual output of 200,000 tons of power storage batteries in the aforementioned investment agreement, and intend to jointly invest in the establishment of Sichuan Haichuang Shangwei New Energy Technology Co., Ltd. (hereinafter referred to as "Sichuan Haichuang Shangwei") to operate the investment project.

As a result, Shangwei Shares, which is mainly engaged in special cables, began to get involved in the field of anode materials for power energy storage batteries.

He had intended to acquire Luo Yonghao's company

According to the data, Shangwei shares were listed on the Shanghai Stock Exchange on May 7, 2021, and were once called "Star Cable", and the actual controller of the company is Li Guangsheng, whose main business is "specializing in the research and development, production, sales and service of special wire and cable".

Wind data shows that from 2012 to 2020, the operating income of Sunway co., Ltd. increased from 1.154 billion yuan to 2.030 billion yuan, and the net profit attributable to the mother fell from 0.83 billion yuan to 0.17 billion yuan. During this period, the company lost money twice in 2013 and 2016.

From January to September 2021, Sunway achieved operating income of 1.770 billion yuan and net profit attributable to the mother of 0.16 billion yuan. From the perspective of performance, there is nothing remarkable about Shangwei shares.

However, the topic of Shangwei shares in the capital market is always "refreshing".

In November 2020, Sunway announced that it intends to acquire 40.27% of the equity of Chengdu Starry Sky Wild Hope Technology Co., Ltd. (hereinafter referred to as "Star Wild Hope") with its own and self-raised funds of not more than 589 million yuan.

According to the data, Starry Sky Wild Hope was established in April 2020, is the main company of Luo Yonghao live streaming with goods, the legal representative is Huang He (former product director of Hammer Technology, Luo Yonghao live broadcast partner), the main business includes live e-commerce, new media integrated marketing and agency operation of the three major sectors, of which live streaming with goods is its most important business.

According to the 589 million yuan acquisition of 40.27% of the equity ratio, only half a year after its establishment, the overall valuation of Starry Sky Wild Hope was about 1.464 billion yuan, at that time, so the matter, Shangwei shares were once pushed to the cusp of public opinion.

Finally, on the evening of December 3, 2020, after three postponements to respond to the exchange inquiry letter, Shangwei announced that it would terminate the purchase of 40.27% of the equity of Starry Sky Wild.

"Three noes" cross-border investment in new energy

However, an announcement on the evening of January 16, 2022 made Shangwei shares a hot topic in the stock bar.

According to the announcement of Shangwei shares, the company's investment target is Sichuan Haichuang Shangwei, with a registered capital of 500 million yuan, and the company intends to invest 245 million yuan.

The total planning of the investment project is 200,000 tons / year, and the total investment is expected to be 8 billion yuan, of which the first phase of the project is launched as "the construction of an anode material integration project with an annual output of 40,000 tons of power storage batteries", and the estimated investment amount is 1.6 billion yuan. The first phase of the project is expected to start construction one month after obtaining relevant approvals (including but not limited to energy assessment, environmental impact assessment, safety assessment, stability assessment, construction permit, etc.), and the construction time is expected to start in April 2022, and the construction period of the first phase of the project is 18 months.

According to the third quarter report of Shangwei Co., Ltd. in 2021, its monetary funds are 347 million yuan and short-term borrowings are 846 million yuan, how to solve the problem of funds?

In the announcement, the explanation of Shangwei shares is that "according to the investment ratio, the company needs to invest 245 million yuan in the joint venture company, invest according to the progress of the project, and invest 73.5 million yuan in the first phase, and the company will solve the funds required for investment in the project in a self-financing manner." ”

As we all know, the anode material is one of the key materials of lithium batteries, mainly artificial graphite anode materials, the head of the enterprise has Beiterui, Jiangxi Zichen, Shanghai Shanshan, etc., do the cable start-up Shangwei shares have the technology, talent and resources in this regard?

In this regard, Shangwei shares said in the announcement, "The company is not currently involved in the field of power storage battery anode materials, there is no technical and talent reserve in this field, this investment project is provided by the partners and their related parties to provide professional technology and talent protection, whether it can support the smooth implementation of the project There is an uncertain risk." ”

The partner is Conch Venture, a Hong Kong-listed company, according to Shangwei shares, its "powder shaping process, liquid phase deposition technology, solid phase coating technology, high temperature carbonization technology, high temperature graphitization technology and other core technologies and processes of artificial graphite anode materials, and has done the necessary talent preparations, including management personnel and professional and technical personnel with deep professional background and rich industry application experience." ”

Just before that, Songdu shares that do real estate have also disclosed that they want to invest in the lithium battery industry, but it is "no lithium industry-related business, no relevant technical reserves, related resources and professional teams", just by virtue of this news, Songdu shares in the secondary market "earned" 3 up and down boards?

I don't know, the same "three noes" to enter the energy storage battery industry of Shangwei shares can "earn" a few stops?

For more information, please download the 21 Finance APP