On the evening of December 29th, Kelu Electronics (002121) disclosed the preliminary plan for the non-public offering of A-shares in 2021. The company plans to raise no more than 2.2 billion yuan in non-public offerings, focusing on optimizing asset structure, increasing energy storage, new power system, intelligent Electroweb, new energy comprehensive energy core business, and enhancing the company's core competitiveness.
It is reported that the target of this issue is no more than 35 specific objects that meet the regulations of the China Securities Regulatory Commission, including the controlling shareholder Shenzhen Capital Group. It is estimated that the number of shares in this non-public offering does not exceed 423 million shares, and Shenzhen Capital Group intends to participate in this offering in cash, with a subscription amount of no more than 540 million yuan (including capital) in principle. And ensure that the proportion of shares held by Shenzhen Capital Group will not be diluted after the completion of the offering (that is, the proportion of shares held by Shenzhen Capital Group will not be less than 24.26% after the completion of the offering). In addition to Shenzhen Capital Group, the other targets of this issue have not yet been determined.
According to the announcement, the projects raised by Kelu Electronics in this non-public offering are the expansion of energy storage products, the industrial upgrading of key products of new power systems, the integrated industrialization of integrated energy systems, the upgrading of the technology center of Kelu enterprises, and supplementary liquidity. Among them, in the energy storage product expansion project, including annual production 6GWh energy storage system construction project and annual production 5GW energy storage converter expansion project two sub-projects, the implementation of the company's wholly-owned subsidiary Yichun Kelu Energy Storage Technology Co., Ltd.
Specifically, Kelu Electronics annual production 6GWh energy storage system construction project is planned to invest 671 million yuan to raise funds to invest 517 million yuan, the rest with their own funds. The products of the sub-project mainly include full-function independent energy storage power station system, energy energy storage system, power storage system, communication base station power supply system, mobile energy storage system, distributed small energy storage system, special battery management system BMS, energy storage energy management system EMS, etc., which can be widely used in Electroweb side to alleviate the peak load power supply pressure of Electroweb, delay the expansion and upgrading of transmission and distribution, and guarantee emergency power supply. Power side thermal power plant joint frequency modulation, new energy matching energy storage; distributed energy storage gathering virtual power plant, shared energy storage, microgrid in non-electricity area, echelon utilization of power battery and so on.
In addition, the annual production of 5GW energy storage converter expansion construction project is planned to invest 180 million yuan to raise funds to invest 171 million yuan, the rest of the investment with its own funds. The product of the sub-project is the energy storage converter, which is the key equipment of the energy storage system.
It is understood that Kelu Electronics has been involved in the field of energy storage since 2009 and is one of the earliest domestic enterprises to enter the energy storage industry. It has rich experience in the industry and has laid out and operated a number of benchmarking projects. At present, the company has realized the transformation from product sales and project construction to project lifecycle service management, and the total amount of electricity discharged from the running project has exceeded 100GWh.It continues to maintain its first-mover advantage in the energy storage industry. At the same time, since 2019, the company's overseas energy storage business has accelerated and has spread to North America, Europe, Africa, South America and Asia, among which the grid-level energy storage projects operating in the United States have exceeded 150MWh.
Kelu said that the company's current energy storage system production equipment and facilities in terms of capacity, flexible production and rapid response to customer needs have been slightly inadequate, the existing plant, warehouse, outdoor container commissioning area has certain limitations, can not meet the domestic and foreign large-scale projects (100MWh level) production needs, existing production equipment can not meet high-energy, high-density and large-scale PACK production requirements and diversified product production needs. Therefore, through the implementation of the energy storage system construction project, the company plans to add automatic PACK production lines, increase production capacity and realize automatic assembly, automatic welding and automatic testing, so as to further enhance the company's competitive advantage in the industry, ensure the company's sustainable development and improve the company's profitability.
Battery Network noted that in June 2021, Shenzhen Capital Group, a subsidiary of Shenzhen SASAC, officially became the controlling shareholder of Kelu Electronics. In order to promote the company's operation and development, Shenzhen Capital Group provided the company with financial support of no more than 800 million yuan. In only half a year, Shenzhen Capital Group has once again contributed no more than 540 million yuan to help the company develop.
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