Li Yuanheng won the bid again, the total amount of several lithium power equipment projects of Honeycomb Energy has exceeded 2.5 billion yuan.

On the evening of December 1st, Li Yuanheng (688499) announced that the company had received a number of "bid winning notices" from November 25 to the day of this announcement. The company won the bid Honeycomb Energy Technology Co., Ltd. (hereinafter referred to as "Honeycomb Energy") lithium production equipment projects in Huzhou, Suining, Maanshan, Nanjing, Yancheng, Shangrao, Jintan and other bases, with a total bid value of about 876 million yuan.

Li Yuanheng said that the total bid amount of the company's Honeycomb Energy is about 876 million yuan, which is conducive to the company's business expansion in the field of new energy power batteries, improve the company's revenue scale and profitability, and will not have a significant impact on the company's operating performance in 2021. it is expected to have a positive impact on the company's operating performance in the coming year, and the specific impact amount and time will depend on the specific circumstances of the transaction.

At present, Li Yuanheng and Honeycomb Energy have established a global strategic cooperative relationship, and this is not the first time that the Honeycomb Energy Lithium equipment Project has won the bid. According to the statistics of the battery network, the company has won the bid for Honeycomb Energy Lithium equipment Project with a total amount of more than 2.5 billion yuan.

Li Yuanheng announced that Li Yuanheng won the bid for lithium power equipment projects in Huzhou Phase I, Huzhou Phase II, Suining Phase I, Suining Phase II, Maanshan Phase II, Nanjing Phase II and other bases of Lithium Energy Technology Co., Ltd., totaling about 1.545 billion yuan. In late July, Li Yuanheng also won the bid for the assembly line of honeycomb energy European factory products worth 16.3399 million euros (about 125 million yuan).

In addition, on the evening of October 24th, Li Yuanheng also announced that the company had received a "bid winning notice" for lithium power equipment from Ningde New Energy Technology Co., Ltd., with a total bid winning amount of 457 million yuan.

It is reported that Li Yuanheng was established in November 2014, mainly engaged in intelligent manufacturing equipment research and development, production and sales, for lithium batteries, auto parts, precision electronics, security, rail transit and other industries to provide high-end equipment and factory automation solutions. At present, it has established long-term and stable cooperative relations with well-known manufacturers such as New Energy Technology, Ningde era, BYD, Lishen Battery, AVIC Lithium, Xinwanda, Honeycomb Energy and so on.

It can be seen that since the fourth quarter of 2020, with the surge of new energy vehicles, the capacity gap of lithium battery has gradually increased, and domestic and foreign power battery factories have stepped into the peak period of production expansion, while the expansion of production capacity means that a large number of equipment need to be purchased to build the production line. Li Yuanheng as the head of the whole line of equipment business capacity scarcity is highlighted, the company is expected to take advantage of this trend of production expansion to usher in faster development, further improve the quality of orders, and promote good competition in the whole industry.

The latest research report of Soochow Securities said that thanks to the magnificent demeanor of the industry, Li Yuanheng has sufficient orders, and the company's net profit from 2021 to 2023 is expected to be 2.4 shock 4.6 / 800 million yuan respectively. The company is optimistic about the subsequent release of lithium power equipment, and its performance is expected to exceed market expectations.

It is worth noting that on the evening of November 30th, equipment manufacturer Ottaway (688516) also announced that Wuxi Aotewei Intelligent equipment Co., Ltd. (hereinafter referred to as "smart equipment"), a wholly owned subsidiary of the company, has obtained the bid winning notice for the project "production Line of Honeycomb Energy Technology (Yancheng) Co., Ltd." The total amount of the winning project is about 130 million yuan (including tax). Because the average acceptance period of the production line is about 6-9 months, and affected by the specific delivery time and acceptance time of the project, the winning project will have a positive impact on the performance of Ottaway in 2022.