Tianqi Lithium HK $ 150 million Hong Kong dollars "sweeping goods" Sichuan Energy Investment and Development "100 billion Lithium King" and Sichuan Neng investing in shall be bundled and stepped up

The "100 billion lithium king" rare secondary market scanned goods. The target once rose by more than 30%today. This company is Hong Kong stock Sichuan Energy Investment (HK01713, a stock price of HK $ 2.02, and a market value of HK $ 2.4 billion).

On the evening of August 12, Tianqi Lithium (SZ002466, a stock price of 120.09 yuan, and a market value of 197.1 billion yuan) announced that the board of directors reviewed the company and subsidiaries of the company and subordinate subsidiaries will not exceed 150 million Hong Kong dollars (equivalent to about 129 million yuan, which ) His own funds, buying about 77.5 million shares in Sichuan Energy Investment and Development in the H -share secondary market.

The current largest shareholder of Sichuan Energy Investment and Development is Sichuan Province Hydropower Investment and Management Group Co., Ltd., and the largest shareholder of Sichuan Hydropower Investment and Management Group Co., Ltd. is Sichuan Energy Investment Group Co., Ltd. Since the beginning of this year, Tianqi Lithium and Sichuan Provincial Energy Investment Group Co., Ltd. have frequently interacted. The latter Sichuan Energy Investment (Hong Kong) is the cornerstone investor of Tianqi Lithium Hong Kong stocks.

The target is the first H -share listed company in the domestic power sales industry

Today, the Hong Kong stocks Sichuan Energy Investment and Development "One Mings Amazing", the largest increase in the company's stock price once exceeded 30%, and the total market value exceeded 2 billion Hong Kong dollars.

Suddenly in the Sichuan Energy Investment Development Discovery, there was no trace to find. On the evening of August 12, Tianqi Lithium Industry announced that the board of directors reviewed and approved the company and subordinate subsidiaries that the maximum amount would not exceed 150 million Hong Kong dollars (equivalent to about 129 million yuan) of its own funds, and in the H -share secondary market There are about 77.5 million shares of Sichuan Energy Investment and Development.

As of the closing of August 12, Sichuan Energy Investment and Development closed at HK $ 1.74/share. At present, Sichuan Energy Investment Development has a total share capital of 1.074 billion shares, and the purchase of shares in the secondary market of Tianqi Lithium accounts for 7.4%. As a result, Tianqi Lithium has also become the top ten shareholders of Sichuan.

The current largest shareholders of Sichuan Energy Investment and Development are Sichuan Province Hydropower Investment and Management Group Co., Ltd., the second largest shareholder is China Electric Power International Development Co., Ltd., and the third largest shareholder is the Three Gorges Capital Holdings Co., Ltd.

According to the official website of Sichuan Energy Investment Development, Sichuan Energy Investment Development is a vertical comprehensive power supplier and service provider serving Yibin City, Sichuan Province, and has an integrated power service model of "distribution and sale". The company currently has 6 county -level power supply companies, 2 power generation companies, 1 comprehensive energy service company and 1 household appliance engineering construction company. The main businesses currently engaged in: power supply, power generation, power distribution, engineering construction services, new energy, power value -added services and other related businesses. As of December 31, 2021, the company's total assets were 4.631 billion yuan and net assets were 2.996 billion yuan.

As of the end of 2021, the company had a total of 34 water power stations with a total installed capacity of 138355 kilowatts. The company also has 2 20 kV substation, 19 110 kV power stations and 59 35 kV substation.

Picture source: Screenshot of Sichuan Energy Investment Development official website

The company was listed on the main board of the Hong Kong Stock Exchange in December 2018, becoming the first H -share listed company in the domestic distribution industry.

One is a hydropower enterprise, and the other is lithium battery. Sichuan Energy Investment Development and Tianqi Lithium Industry seem to have no direct business exchanges and the upstream and downstream relationships of the industrial chain. However, from the perspective of indirect industrial chain, a little relationship can still be found.

Yibin served by Sichuan Energy Investment Development is known as the "capital of power batteries". Yibin has initially constructed 6 major components such as upstream basic raw materials to positive and negative poles, diaphragms, and electrolytes, and then to the green closed -loop industrial chain of the power battery of new energy vehicles and battery recycling cycles. The leading enterprises in the new energy industry chain such as Ningde Times have been introduced. It is understood that this year Yibin's power battery capacity will exceed 70GWh. Low -priced hydropower is another major advantage of Yibin. The cost of power in power batteries is relatively high. Using "green electricity" will help enterprises save costs and realize the entire life cycle of production.

The upstream of the battery is lithium carbonate. Tianqi Lithium Industry is also an energy supplier that enters the upstream of the battery enterprise.

The equity of the enhancement of Kawagen can be "bundled"

Tianqi Lithium said that the company and Sichuan Energy Investment and Development, as a listed company in Sichuan and the leaders of their respective industries, will help the two parties in the future potential cooperation and synergy effects in various fields.

On August 15th, the relevant person in Tianqi Lithium responded to the reporter of the Daily Economic News through WeChat. For the purchase of Sichuan Energy Investment and Development Stocks, the company's announcement shall prevail. The reporter also called Sichuan Energy Investment and Development 2021 annual report. The phone comes from the company's front desk, and it expresses it to tell the relevant letter department. As of press time, the reporter did not reply.

On the other hand, Tianqi Lithium Industry purchased Sichuan Energy Investment and Development H -shares, which strengthened the equity of the company's equity of the company's company's company Co., Ltd.

The current largest shareholder of Sichuan Energy Investment and Development is Sichuan Province Hydropower Investment and Management Group Co., Ltd., and the largest shareholder of Sichuan Hydropower Investment and Management Group Co., Ltd. is Sichuan Energy Investment Group Co., Ltd. Sichuan Provincial Energy Investment Group Co., Ltd. is also the controlling shareholder of Sichuan Neng Power (SZ000155, a stock price of 22.7 yuan, and a market value of 33.5 billion yuan).

Since the beginning of this year, Tianqi Lithium and Sichuan Provincial Energy Investment Group Co., Ltd. have frequently interacted.

On July 13 this year, Tianqi Lithium officially opened a new journey of listed on A+H, and Sichuan Energy Investment has escorted the listing of Tianqi Lithium Hong Kong stocks. Tianqi Lithium's prospectus introduced 7 cornerstone investors, and the "circle of friends" also officially officially announced: China Innovation Airlines, China Taibao Investment Management (Hong Kong), LG CHEM LTD, Pacific Asset Management, Shenzhen Defang Nano Technology, Sichuan Nengneng, Sichuan Nengneng Investment (Hong Kong) and Jinshan (Hong Kong) international mining industry, subscribed for over 4 billion Hong Kong dollars. Sichuan Energy Investment (Hong Kong) is a member of the Sichuan Energy Investment Group. Judging from the clean energy landscape covered by companies under the Sichuan Provincial Energy Investment Group Co., Ltd.

However, it is puzzling that Chuanneng Power is the most similar to the industry segmentation of Tianqi Lithium Industry. The latter does not invest in the lithium battery that is best at the best. Some people close to Tianqi Lithium also said, "I can't understand."

However, from the perspective of the capital market, in addition to the rise in Sichuan capacity, the stock price of Tianqi Lithium has also risen slightly. Investors in A shares and H -share market are also more optimistic about the cooperation between the two.

Daily Economic News

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