On the evening of February 19th, Yiwei LiNeng (300014) announced that Huizhou Yiwei Power, a wholly-owned subsidiary of Yiwei Power Hong Kong Co., Ltd., the company's wholly-owned grandson company, intends to invest its own funds and raise its own funds to build "passenger car Lithium Ion Power Battery Project (Phase I)" and "xHEV Battery system Project (Phase I)", with an investment amount of not more than 1 billion yuan and 2.6 billion yuan respectively.
The announcement shows that the passenger car lithium-ion power battery project (phase I) project content is square lithium iron phosphate cell and module; xHEV battery system project (phase I) project content is 12V and 48V battery system. Huizhou Yiwei Power's investment mainly meets the supporting needs of customers such as international well-known car companies and domestic car-building new forces.
Yi Wei Li Neng said that this investment in Huizhou Yi Wei Power is in line with the company's development strategy and long-term planning, and will further optimize the layout of the company's power battery products and enhance the company's competitiveness and market share in the passenger car market. it plays a positive role and far-reaching significance to the development of the company.
Everbright Securities has previously said that the horizontal strategic layout of Yiwei LiNeng multi-technology routes and multi-application scenarios extends to commercial vehicles, light vehicles, energy storage and so on, providing potential energy for long-term growth. Vertical extension to enhance the strength of the supply chain, a joint venture with New Zebang to build an electrolyte project, to participate in the fixed growth of Huayou Cobalt Industry, the middle and upper reaches of the layout. The production capacity of iron lithium is expected to be 7GWhh and the soft package is 10GWH in 2021. With the production capacity put into production, the business of power storage battery is expected to expand, and overseas orders will enter the stage of large-scale supply.
On January 26th, Yiwei LiNeng announced that the company and its controlling shareholder, Tibet Yiwei Holdings Co., Ltd., plan to jointly subscribe for the non-publicly issued shares of Zhejiang Huayou Cobalt Co., Ltd. with its own and self-raised funds of 1.8 billion yuan. among them, the total subscription price of the company is 300 million yuan, and the total subscription price of Yiwei Holdings is 1.5 billion yuan.
Western Securities issued a research report that under the pressure of reducing costs in the new energy vehicle industry chain, power battery competition has a tendency to extend to the upstream link. The subscription of Huayou Cobalt will help strengthen the cooperation between the two sides, help Yiwei to open up the upstream industrial chain and optimize the industrial layout, and further enhance the competitiveness of power business.
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