Chairman Betry was suspected of insider trading by the Case of the Bei Stock Exchange to question whether the target of the transaction was the company's stock

On the evening of July 20, Betry (BJ835185, the stock price of 73.83 yuan, and a market value of 53.75 billion yuan) issued an announcement saying that the company's chairman He Xueqin received from the suspected inside story transaction of the securities market and received it from the Securities Regulatory Commission and it The notice of the dispatch of the institution.

Betry said that the investigation of this case was only a personal investigation of Mr. He Xueqin. At present, it will not affect the company's daily business management activities, nor will it affect the normal performance of individuals, and will not adversely affect the company's financial conditions.

Subsequently, the Bei Stock Exchange sent a inquiry letter to Betrey, asking Bateri to explain the issues such as "He Xueqin's suspected insider trading the target is your company's stock".

"Daily Economic News" reporter found that Betry has recently cooperated with many listed companies in the capital market. In May of this year, Betry and Zhongwei (SZ300919, the stock price of 148.04 yuan, and a market value of 90.26 billion yuan) signed the "Strategic Cooperation Framework" to cooperate in the upstream nickel ore and front drives. In June, Betry also participated in the capital increase of Longxi Technology (SH603906, a stock price of 35.35 yuan, and a market value of 19.98 billion yuan) holding subsidiaries.

Other listed companies have been "holding hands" many times in the near future

Betry is one of the leaders in the domestic negative material industry. It is a listed company of Baoan (SZ000009, a stock price of 12.69 yuan, and a market value of 32.73 billion yuan). As of the end of the first quarter of this year, Baoan's direct shareholding of Betry reached 24.4378%, and China Baoan Group Holdings Co., Ltd. (China Baoan Holdings subsidiary) held 43.924%of Betrey, totaling over 68% Essence

He Xueqin is not only the chairman of Betry, but also served as the vice president of Baoan, China. At the same time, he is also the sixth largest shareholder of Betry. As of the end of the first quarter of 2022, He Xueqin's shareholding ratio of Betry was 1.0826%.

So, this time He Xueqin's "suspected insider trading of the securities market" dedicated to which listed company involved? It is not stated in the above announcement.

On the evening of July 20, Betrey also received an inquiry letter from the Beijing Stock Exchange, asking the company to explain whether He Xueqin was suspected of insider trading the target of Betry, indicating whether there was no timely performance information disclosure obligation and insider information leaked in advance Wait.

In fact, since May, Betry has cooperated with many A -share listed companies to increase the areas of positive materials and upstream mineral resources.

In May of this year, Zhongwei issued an announcement that the company and Betry signed the "Strategic Cooperation Framework Agreement" on May 5, 2022. Specifically, the agreement mainly includes three aspects of overseas joint investment, product supply and marketing, and three -yuan front -drive product development.

In June of this year, according to the announcement of Longxuan Technology, Betry participated in the capital increase project of Changzhou Lithin New Energy Technology Co., Ltd. (hereinafter referred to as "Changzhou Lithium") of Changzhou Lithium Source New Energy Technology Co., Ltd. (hereinafter referred to as "Changzhou Lithium Source"). Betrey plans to subscribe to 31.5 million yuan in capital to win 4.37%of Changzhou Lithium Source.

It is understood that the fixed increase funds of Changzhou Lithium this time will be mainly used for the scale of "new energy vehicle power and energy storage battery positive pole materials" Production project.

The supply of negative materials continues to be tight

In addition to the increase in the level of the upstream mineral resources and the positive electrode materials (including the three -yuan front -drive body), Betry is also planning the production capacity expansion in the field of negative electrode materials.

At present, Betry's main revenue comes from the contribution of the negative material business. According to the relevant announcement of Betry, from January to March 2022, the company's negative electrode materials realized revenue of 2.702 billion yuan, accounting for 66.25%of the total revenue, and the revenue of the positive pole materials achieved a revenue of 1.243 billion yuan, accounting for 30.48%of the total revenue.

In June of this year, Betry released the "Instructions for the Release of Stocks for the issuance of shares (draft" in 2022, and the proposed additional fundraising of not more than 5 billion yuan was drafted.

Among them, it is intended to invest 1.5 billion yuan for the expansion project of 40,000 tons of silicon -based pole material (the first phase), and it is intended to invest 1 billion yuan for a comprehensive supporting project of 50,000 tons of high -end graphite negative materials. In the annual output of 200,000 tons of lithium batteries, the integrated base project project (first phase).

At present, domestic negative materials are in a tension. A report on July 18 showed that the market prosperity of the new energy vehicle market continued to rise, and the demand for negative electrode materials was tight, which led to the large number of graphite production capacity gaps. The domestic negative graphite production capacity has revealed the shortage of shortage.

Betrey is the head of domestic natural graphite and artificial graphite. According to Hua'an Securities Research Report, in 2021, Betry's natural graphite market share reached 63%, ranking first in China, and the market share of artificial graphite reached 14%, ranking third in China. Hua'an Securities predicts that Betry 2022/2023 graphite production capacity will reach 65,000/125,000 tons.

Judging from the first half of the year, Betry achieved a certain performance growth in the context of the tension of the overall supply of negative materials. According to Betry's announcement, the company is expected to achieve net profit of 850 million yuan to 1 billion yuan in the first half of this year, a year-on-year increase of 16.37%-36.91%.

Daily Economic News

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