Thunder on the weekend!The two hundred billion giants were set up, suspected of the inside story of the company's company's stock!Exclusive response of the chairman →

Author:Daily Economic News Time:2022.07.03

On July 3rd, Ganfeng Lithium (SZ002460, a stock price of 15.697 yuan, and a market value of 226 billion yuan) issued an announcement saying that the company received the China Securities Regulatory Commission's "Notice" on July 1, 2022. The inside story of the company's secondary market, in accordance with the "Securities Law of the People's Republic of China" and "The Administrative Penalty Law of the People's Republic of China" and other laws and regulations, the China Securities Regulatory Commission decided to file a case on the company on January 24, 2022. The Ganfeng Lithium Industry announced that the above matters will not affect the company's normal production and operation activities. The company will continue to pay attention to the progress of the above matters, actively cooperate with the relevant work of the China Securities Regulatory Commission, and strictly follow the supervision requirements to fulfill the information disclosure obligations.

Screenshot source: Ganfeng Lithium Industry Announcement

Li Liangbin, chairman of Ganfeng Lithium Industry, said in an exclusive interview with the reporter of "Daily Economic News" that the company was set up by the Securities Regulatory Commission. The main reason was that in June 2020, the company was with Jiangte Electric (SZ002176, and the stock price was 27.05 yuan. During the mergers and acquisitions of 46.16 billion yuan), the stock of Jiangte Electric was purchased during the mergers and acquisitions.

I did not receive the supervision letter in time because of the two letters

It is worth noting that because the two letters are not timely, the Shenzhen Stock Exchange issued a regulatory letter to Ganfeng Lithium on June 8. The regulatory letter pointed out that the "Announcement on the Company's 2021 Annual Report Inquiry Letter" disclosed on May 17, 2022 shows that in February 2022, the company and Shanghai Jujin Gui Enterprise Management partnership (limited partnership) jointly invested in the establishment of Xinyu Ganfeng Mining Co., Ltd. (hereinafter referred to as "Ganfeng Mining"). 10.13%, Ganfeng Lithium did not timely perform the information disclosure obligations of the above investment matters. In addition, the "Announcement on the acquisition of 100%property share involving mining rights investment" disclosed by Ganfeng Lithium on March 9, 2021 shows that the company intends to acquire Yili Hongdaye's equity investment partnerships for 1.470 billion yuan ( Limited partnership) 100%property share. The "2021 Annual Report" disclosed by Ganfeng Lithium on March 31, 2022 shows that the above acquisitions have been completed on December 3, 2021, and the company has not disclosed relevant delivery or transfer issues in time. The regulatory letter pointed out that the above -mentioned behavior of Ganfeng Lithium violated Article 6.1.2 of the Shenzhen Stock Exchange's "Stock Listing Rules (Amendment of 2022)" and Article 7.6 of the "Stock Listing Rules (Amendment of 2020)". Ask the company to pay full attention to the above issues, learn lessons, rectify in time, and prevent the above problems.

Non -net profit increased by 10 times from January to February

According to the Yangtze River Business Daily, on the evening of May 25, Ganfeng Lithium launched a new equity incentive plan, setting up four exercise assessment periods, with a target of 2022-2025 a total of not less than 38 billion yuan. The Ganfeng Lithium industry emphasized that the above -mentioned performance assessment indicators are all net profit after deduction. In the first quarter of 2021 and 2022, due to the acceleration of lithium prices, Ganfeng Lithium Industry made a lot of money, and realized revenue of 11.16 billion yuan, 5.365 billion yuan, net profit of 5.228 billion yuan, 3.525 billion yuan, and deducted non -net profit profits. 2.907 billion yuan and 3.103 billion yuan. Although at first glance, the evaluation target of 2022 non -net profit of 8 billion yuan in this equity incentive plan increased by 175.2%compared with 2021, but in the first quarter of 2022, Ganfeng Lithium has completed 38.78%of the target 38.78% Essence According to the Shanghai Securities Journal, on the evening of March 14, Ganfeng Lithium announced that after preliminary accounting by the company, the net profit attributable to shareholders of listed companies from January to February 2022 (hereinafter referred to as "net profit") , A year -on -year increase of about 300%; the net profit attributable to shareholders of listed companies after deducting non -recurring profit or loss (hereinafter referred to as "" net profit after deduction ") was about 1.8 billion yuan, an increase of about 1,000%year -on -year. The Ganfeng Lithium industry said that last year's performance increased greatly, mainly due to the rapid development of new energy vehicles and energy storage industries, and the demand for lithium products in downstream customers increased strongly. In 2021, the increase in the production and sales of lithium products and the average price of product sales increased significantly from 2020. The Ganfeng Lithium Industry estimates that the performance of January to February of 2022 has risen, mainly based on the company's operations stable, product prices have risen further, and sales have increased year -on -year.

Lithium ore giants with a market value of more than 200 billion yuan

According to information on the official website of Ganfeng Lithium, Ganfeng Lithium Industry Group's business runs through the entire industry chain of resource mining, refining processing, and battery manufacturing recycling. The products are widely used in electric vehicles, energy storage, 3C products, chemicals and pharmaceuticals.

Picture source: Visual China

The Ganfeng Lithium industry was established in 2000. In 2009, it built the first domestic brine to directly extract the battery -level lithium carbonate production line. In 2010, it was listed on the Shenzhen Stock Exchange and became the first listed company in China's lithium industry. It was listed on the Hong Kong Stock Exchange in 2018 and became the first "A+H" simultaneous listed company in the lithium industry. According to the latest closing data, Ganfeng Lithium's A -share market value has reached 226 billion yuan, and the market value of Hong Kong stocks has reached 134.3 billion Hong Kong dollars. According to the official website of Ganfeng Lithium, Ganfeng Lithium has been deployed in China, Ireland, Mali, Australia, Mexico, and Argentina. On June 3rd, the Gulamin lithium mine project in southern Mali has officially started construction. The project can be mining for more than 20 years and will make Mali the third largest lithium production country in the world. It is worth noting that Ganfeng Lithium indirectly holds 50%of the equity of the mine. According to Guojin Securities, from 2021 to 2023, the self -sufficiency rates of Ganfeng Lithium industry are 38%, 52%, and 60%, respectively. By 2025, the production capacity of the lithium products of Ganfeng Lithium is expected to exceed 200,000 tons. This article does not constitute an investment proposal, and the risk of operation according to this