On the evening of June 20th, Tracy (300001) issued an announcement, based on the recognition of the company's strategy and the development prospect of the charging business, in order to further enhance the competitiveness of the company, the company's subsidiary Tracy New Energy Co., Ltd. (hereinafter referred to as "Tracy call") plans to introduce strategic investors such as GLP, State Electric Investment and three Gorges Group by means of capital increase and share expansion. Strategic investors such as GLP, State Power Investment and three Gorges Group plan to increase the capital of Tencent through their own or their own funds. The price of the additional shares is 14.60 yuan per share, and the post-investment valuation is about 13.6 billion yuan. The total amount of capital increase is about 300 million yuan.
It is reported that Tracy introduced a total of 10 strategic investors in this capital increase and share expansion, including Xiamen Junruijun Investment Consulting Partnership (Limited Partnership), China-Russia Energy Cooperation Equity Investment Fund (Qingdao) Partnership (Limited Partnership), three Gorges Green Industry (Shandong) Equity Investment Partnership (Limited Partnership), and three Gorges Green Industry (Shandong) Equity Investment Partnership (Limited Partnership). And the 10 billion industrial fund jointly sponsored by Qianhai Ark, China Telecom Group and China net Investment Corporation, the listed company Yiwei LiNeng (300014), the investment platform of Huatong Group and the industrial investment institution initiated by a number of senior figures in the automobile industry Guangdong Dezai Houqifu Equity Investment Partnership (Limited Partnership). In addition, there are Shenzhen Mammoth Future Investment Partnership (limited partnership), Ningbo Meishan Free Trade Port Zeyu Investment Partnership (limited partnership), and Passepartout (Beijing) Infrastructure Development Co., Ltd.
The announcement shows that after the completion of the capital increase, the registered capital of the special call will increase from 910 million yuan to 930 million yuan; the premium part of the capital increase subscription of RMB 270 million yuan (that is, the difference between the capital increase subscription and the new registered capital) will be included in the capital reserve of the call.
On the same day, Yiwei LiNeng issued an announcement that the company signed a "share subscription Agreement" with Tracy and its holding subsidiary Telai, and the company intends to, as a strategic investor, subscribe for 1.37 million shares in the additional shares at a price of RMB14.60 per share, with a total subscription price of 20.002 million yuan, of which 1.37 million yuan is included in the registered capital of the special call and 18.632 million yuan is included in the capital reserve of the special call. After the completion of this capital increase, the company will hold a stake of 0.1473%.
Yiwei Li Neng said that the company's participation in the special call to increase capital and shares is based on the optimistic development prospects of the new energy vehicle and charging infrastructure industry, which is conducive to increasing the company's investment income and is of positive significance for the company to extend the industrial chain and optimize the industrial layout.
Tred analysis said that in the context of the vigorous development of the new energy vehicle industry, the rechargeable grid has become the basic support and prerequisite for the development of large-scale electric vehicles, and the construction of the rechargeable grid will effectively promote the level of energy saving and emission reduction and the improvement of social operation efficiency. Through this capital increase, it will help to enhance the capital strength and future business development ability of special calls, further promote and improve the strategic layout of the company's business in the field of charging and energy, promote the rapid development of the company's related industrial chain and improve the level of business profits, and enhance the core competitiveness and comprehensive strength of listed companies.
According to the charging pile operation data released by the China Electric charging Infrastructure Promotion Alliance in May 2021, from January to May 2021, the increment of charging infrastructure was 189000 units, and the increment of public charging infrastructure increased by 125.2% compared with the same period last year. The increment of charging facilities installed in cars continued to rise, up 142.9% from the same period last year. As of May 2021, the cumulative number of charging infrastructure in the country was 1.87 million, an increase of 43.9% over the same period last year. Among them, special calls operate 219000 units. In May alone, the monthly charging capacity of the public charging station reached 305 million kilowatt-hours, ranking first in the industry.
Tracy said at the 2020 results presentation meeting that the number of public charging piles that the company has put into construction and online operation ranks first in the country, and the charging capacity has always been the first in the industry. In the future, the company will steadily do a good job in the construction and operation of the charging grid, and continue to improve the operational efficiency and charging capacity of the rechargeable grid.
In addition, the battery network also noted that the company plans to spin off the domestic listing of the special call, which is still in the preliminary planning stage, and after the management of the company has completed the preliminary preparatory work, the board of directors of the company also needs to make a resolution on whether the listing of the split special call meets the requirements of laws, regulations and normative documents such as "certain regulations", and submit it to the general meeting of the company for consideration and approval.
In May, Tencent also signed a "Comprehensive Cooperation Agreement" with Huawei, under which the two sides will give full play to their technical advantages in the field of network communication and charging through comprehensive cooperation and resource sharing, and promote the construction of pile networking and the development of intelligent charging business. upgrade the service ecosystem of new energy vehicles, innovate the best user experience, and jointly create the future of the intelligent charging industry.
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