Exclusive 丨 Ganfeng Lithium Industry was suspected of insider transactions. Chairman Li Liangbin: I bought the company's stock during the negotiation with Jiangte Electric

On the evening of July 3rd, Ganfeng Lithium (SZ002460, stock price was 156.97 yuan, and a market value of 226.012 billion yuan) issued an announcement saying that the Securities Regulatory Commission decided to file a case for the company's secondary market in the secondary market of A shares. The announcement showed that as early as January 24 this year, the CSRC had a case against Ganfeng Lithium, but the company received a notification on July 1.

On the evening of July 3, Li Liangbin, chairman of Ganfeng Lithium Industry, said in an interview with the reporter of "Daily Economic News" that the company was investigated by the Securities Regulatory Commission because during the negotiation of mergers and acquisitions with Jiangte Electric, Jiangte purchased Jiangtete Stocks of the motor.

"The company may be punished by some fines." Li Liangbin said that it may have about one year of impact on the company's future re -financing.

Photo source: Screenshot of Ganfeng Lithium Industry Announcement

Chairman: Due to the establishment of Jiangte Electric Stocks

The Ganfeng Lithium announced that the company was shared by the Securities Regulatory Commission for the company's suspected A -share listed company's stock secondary market transaction.

"Daily Economic News" reporter learned from Li Liangbin, chairman of Ganfeng Lithium, that the listed company is the recent hot lithium battery company Jiangte Electric (SZ002176, the stock price is 27.05 yuan, and the market value is 46.16 billion yuan).

Li Liangbin told reporters that Ganfeng Lithium began to contact Jiangte Electric on June 18, 2020 to discuss mergers and acquisitions. Then he purchased Jiangte Electric Stocks on June 23. At that time, Jiangte Electric had been "*ST". On the day, the closing price of the*ST Jiangte was 1.62 yuan.

"Then we officially signed an M & A agreement with Jiangte Electric in July and issued an announcement, so they (regulatory) believe that our behavior constitutes a insider transaction."

The reporter consulted the Ganfeng Lithium Industry Announcement and found that the announcement agreement of Ganfeng Lithium Release with Jiangte Electric was on August 19, 2020.

On the same day, Ganfeng Lithium Industry disclosed that the company and Jiangte Electric signed a lithium salt production line cooperation agreement in Xinyu City, Jiangxi Province, and plans to deliver the lithium salt production line owned by Yinlian to the Ganfeng Lithium industry to produce, operate and manage it. The cooperation period is 30 months, from October 1, 2020 to March 31, 2023, during the period, Ganfeng Lithium has paid 192 million yuan in cooperation management fees to*ST Jiangte.

However, 2 months later, Ganfeng Lithium Industry issued an announcement of terminating cooperation: On October 28, 2020, the company signed the "Agreement on the Termination of Lithium Salt Production Line" with Jiangte Electric and its subsidiaries. Being able to reach an agreement on the technical renovation plan of the lithium salt production line, the two parties carefully considers the joint decision to abandon the cooperation and terminate the above -mentioned cooperation agreement.

Li Liangbin said that Ganfeng Lithium does not have a long time to hold Jiangte Electric. It is only more than a month. As for how many shares he bought, he is not clear and needs to ask the secretary.

"Daily Economic News" reporter checked the various quarters and annual reports of Ganfeng Lithium in 2020, and did not consult his records of holding A -share companies.

Recently, the stock price rebounded 70%

In terms of financial situation, in 2021, Ganfeng Lithium Industry's performance exploded. During the reporting period, operating income exceeded the 10 billion mark, about 11.16 billion yuan, an increase of 102.07%year -on -year; 410.26%year -on -year.

In the first quarter of 2022, the company realized a total of 5.365 billion yuan in operating income, an increase of 233.91%year -on -year; the net profit of the mother was 3.525 billion yuan, an increase of 640.41%year -on -year.

In addition, Ganfeng Lithium has continued to invest and expand its production.

Public information shows that on May 30, local time, Ganfeng Lithium announced at the construction ceremony of its Argentine Mariana Salt Lake project that it would invest about $ 600 million to build a lithium chloride production base of 20,000 tons of lithium chloride.

Ganfeng Lithium Industry announced on May 25 that it is planned to build a lithium production base for the construction of a lithium pyrite lithium in Fengcheng with its own funds of no more than 2 billion yuan to form a new energy material production capacity of 50,000 tons of lithium carbonate. The project is divided into two phases of construction. The first phase of the construction of 25,000 tons of lithium hydroxide projects, including construction and production related infrastructure, plant, auxiliary facilities and employee dormitories, safety production equipment, etc.

Flush showed that Ganfeng Lithium's stock price hit a low of 89.9 yuan/share on April 27, and the company's stock price began to attack. According to statistics, from April 27th to July 1st, the 44 trading days of the Ganfeng Lithium Industry increased by 70.18%, and the large market increased by 26%at the same time.

Daily Economic News

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