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Ningde era who will benefit from the listing of institutions shouted that it will become the first stock in the market capitalization of the gem.

iconApr 8, 2018 17:39
Source:SMM

SMM News: on April 4, Ningde Times New Energy Technology Co., Ltd. (hereinafter referred to as "Ningde era"), which has attracted much attention, held a successful meeting. it is worth noting that It took only more than six months for Ningde Times to send a prospectus to the meeting for the first time in November 2017.

In terms of performance, from 2015 to 2017, the company's operating income was 5.703 billion yuan, 14.879 billion yuan and 19.997 billion yuan, respectively, while its net profit for the same period was 951 million yuan, 3.089 billion yuan and 4.288 billion yuan, respectively. Both operating income and net profit showed a trend of substantial increase.

At a time when the future of new energy vehicles is uncertain, the major institutions have unanimously praised the Ningde era, and some in the industry expect that the listing in the Ningde era will set a new record for the market value of the gem. Become the first share in the market capitalization of gem.

At the time of listing in the Ningde era, major cooperative enterprises have also issued announcements to express their business dealings with "unicorns" (statistics as of press time):

Greene: cooperation agreement with Ningde Times Holdings

Greene said on the interactive platform that in 2016, the company signed a "Strategic Cooperation Agreement on the entrustment and processing of cathode material precursors" (Bulletin No. 2016 ≤ 101), in accordance with the agreement. Bonp plans to purchase no less than 10,000 tons of nickel-cobalt-manganese hydroxide precursors per year from 2016 to 2021. According to the prospectus issued by Ningde Times, Bond is the holding company of Ningde Times.

Zhongshan Public: M & A funds with wholly owned subsidiaries hold 0.40% of Ningde Times

The Environmental Protection Industry Investment Fund, a merger and acquisition fund management company initiated by a wholly owned subsidiary of Zhongshan Public, invested in Ningde Times New Energy Technology Co., Ltd. (Ningde era) through debt-for-equity swaps, as of April 4, 2018. The Environmental Protection Industry Investment Fund holds 7.84 million shares of Ningde Times' pre-IPO shares, accounting for 0.40 per cent of the total share capital prior to Ningde's initial public offering. The proportion of environmental protection industry investment funds subscribed by wholly owned subsidiaries of the company is 10.39%.

Big Family Laser: Ningde time Company is a customer of the Company

Large family of lasers has entered the supply chain of Ningde era. as a giant in the field of domestic laser equipment, large family of lasers can provide a complete set of power batteries, core seals (side welding, Top welding) sealing, soft connection, battery module welding, explosion-proof valve welding, explosion-proof cover welding, throttle welding, fluid collector welding, pole column welding, bolt sealing welding, module and core and isolation film cleaning, core marking, Electrode ear cutting and other battery-related components of the production and manufacturing solutions.

Xiangtan electrification: deepening the layout of New Energy Battery Materials to participate in the Company's batch supply for Ningde era

Yueneng New Energy, which has been under Xiangtan Audio-Visual for only one year, has made a profit. as of December 31, 2017, Yue Neng's total assets were 321 million yuan, its net assets were 315 million yuan, and its revenue in 2017 was 21.1866 million yuan. The net profit is 237100 yuan. Tan Xinqiao, chairman, said, "one of the highlights of the company's future strategy is to continue to invest in new energy battery materials projects and expand the industrial layout." From the disclosure of public information, the company's new energy battery industry layout has begun to take shape, in the past two years may enter a period of volume growth. The company is trying to expand the layout of the new energy battery materials industry through fixed financing.

Power source: strategic cooperation agreement has been signed with Ningde era

Power Source said on the interactive platform that the company and Ningde Times formally signed a strategic cooperation agreement in 2017. The two sides plan to carry out in-depth cooperation in energy storage. at present, the company is in the research and verification stage of energy storage. there is no actual sales of products, but the market and product development are proceeding as planned.

Today's International: Ningde era is one of the three biggest customers in 2017

In response to investors' questions on the interactive platform today, International said that Ningde Times is a long-term customer of the company, one of the company's top three customers in 2017, and the company provides it with power lithium battery automated production logistics system.

Zhongding shares become supplier of New Energy Automobile Project in Ningde era

Zhongding Stock announcement said that the company has recently received notification from Ningde Times New Energy Technology Co., Ltd., the company has become a "A75 project", "A26 project" two projects of new energy vehicles battery package cooling system damping products batch suppliers. The company's products have been recognized by the Ningde era, will have a positive impact on the company to further expand the market space for new energy vehicles.

SAIC teamed up: promoting the Recycling and reuse of Power batteries for New Energy vehicles

On March 22, SAIC signed a memorandum of understanding on strategic cooperation with Ningde Times. The reporter learned that this time the two sides intend to further deepen cooperation, explore jointly promoting the recycling and reuse of new energy vehicle power batteries, and will work together to create a complete closed loop of the new energy industry chain.

Cangzhou Pearl: diaphragm products have passed the relevant tests of Ningde era

Cangzhou Pearl said on the investor interaction platform today that the company's diaphragm products have passed the relevant tests of the Ningde era. At present, the production and operation of the company is normal, there is no overcapacity, some employees take leave during the Spring Festival, and the sale of pipeline products has resumed. At present, the company is full of orders.

Which stocks will benefit from the listing of Ningde era? Tianfeng Securities said that with reference to the prospectus, the purchase amount of a single company for equipment, cathode materials and structural parts is relatively large. Assuming that the shipment volume of Ningde era in 2020 is 50GWh (including lithium iron phosphate battery 10GWH, ternary battery 40GWh), the demand for ternary cathode material is likely to exceed 15 billion, the demand for structural parts is about 5 billion, and the demand for electrolyte and wet diaphragm is about 3 billion, The demand for lithium iron phosphate is about 2 billion. Beneficiary enterprises include Cunninghamia lanceolata shares, Changyuan Group, Putailai, God-given Materials, Jiangsu Cathay and so on.

Tianfeng Securities stressed that according to CATL's existing capacity plan, the company's total production capacity is expected to reach 80 GWHs by 2020, which means that it will stimulate about 1% of equipment investment demand, with a total investment of about 18 billion in 2017-2020, during which CAGR will reach 50%. According to the disclosure of the prospectus, the proportion of equipment investment in the front, middle and back sections is about 5 × 3 × 2, and the value of the front and middle sections is large, and the technical barriers are high, so it is more likely that the equipment leader will be born.

Haitong Securities said it suggested paying attention to diaphragm supplier innovation shares, Changyuan Group, positive forebody enterprise Greene, electrolyte enterprise gift materials, negative enterprise Putailai, fir shares.

China International Capital Corporation collated the relevant beneficiary stocks:

Citic Securities collation related beneficiary stocks:

Ningde era is the world's leading power battery system provider, mainly engaged in new energy vehicle power battery system, energy storage system research and development, production and sales business. The company has core technology advantages in battery materials, battery systems, battery recycling and other key areas of the industrial chain, and is committed to providing first-class solutions for global new energy applications. In the field of deep ploughing lithium battery, the company has formed the closed loop of lithium battery industry chain of "battery cathode raw material-power battery system-waste battery recovery".

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