The market value evaporates 20 billion: Xu Xiang's wife Ying Ying's comment is empty, and the limit of the Tianqi lithium industry falls

Before the stock price diving on July 11, Tianqi Lithium Industry rose by more than 150%in the past two months, which was one of the highest stocks in the new energy sector. Tianqi Lithium ranked fourth in the market value of listed companies in Sichuan with a market value of 200 billion.

Author: Zhang Xiaohui

Figure: Tuwa Creative

On July 10, 2022, Ying Ying, the wife of the former private equity man Xu Xiang, released a short "Week Market Comment" on his personal public account. The last sentence commented on a new energy listed company with a market value of 200 billion yuan- - Tianqi Lithium Industry Co., Ltd. (002466.SZ, hereinafter referred to as "Tianqi Lithium").

The review believes that: 002466 days of Qi Lithium Davis Double -click on the peak, the price has been overvalued.

In the past two months, Tianqi Lithium, who has just stepped out of the financial dilemma, has ushered in a strong wave of rebound. From 58 yuan on April 27, all the way to 148 yuan on July 8th. Back to the top 200 billion yuan.

After the empty view was released, the stock price fell sharply shortly after the opening of Tianqi Lithium on July 11.

At 9:25, Tianqi Lithium opened at 143 yuan per share, a decrease of 3.38%. After a brief rush to 144 yuan, it fell sharply. At 10 o'clock at 10 o'clock, it announced the limit at 133.20 yuan per share. It continued until the closing of the market and opened the daily limit. Finally, it closed at 134.45 yuan per share, down 9.16%, and the market value of a single day evaporated 20 billion.

In response to the stock price plunge and Ying Ying's emptyness, Tianqi Lithium responded to the media on the morning of July 11: "According to Ying Ying's public response last night, she has no stock account or shares. Tianqi Lithium Industry Stock. At the same time, we also remind investors to treat market comments rationally and pay attention to investment risks. The company's current operation is normal. "

Investors asked questions to Tianqi Lithium in the interaction of the Shenzhen Stock Exchange.

"As of the close of July 11, what is the number of shareholders?"

"When will the company be released in the second quarter?"

"The company's Hong Kong stocks fundraising is close to 2 billion US dollars. In addition to the remaining 1.1 billion US dollars mergers and acquisitions, there are still a large number of remaining fundraising funds. Starting? It is expected to produce 30-40,000 tons? "

"As the Hong Kong stocks raised funds, the company's debt ratio has been greatly reduced, then when will the 24,000 tons of lithium hydroxide projects start in the second phase of the Qunanga? When will it be put into production?"

There are also investors issuing suggestions: "Hello, the secretary, for most small shareholders, the holding itself is a very difficult thing. There are always too many uncertain factors in the market that leads to the plunge of the stock. It is optimistic about the company's development and the courage of President Jiang (referring to the chairman Jiang Weiping), but also hopes that the company can take more active response measures for the adverse factors in the market. "

In response to the eager attention of many investors, Tianqi Lithium has not responded.

In a comment published on the above Yingying's personal public account, a technical term uses the term "Davis Double -click".

The so -called "Davis Double -click" refers to buying stocks at low P / E ratio (PE). After the growth potential will be sold, they can be sold at high price -earnings ratios. The benefits of multiplication. This investment strategy is called "Davis Double -click".

Before the stock price diving on July 11, Tianqi Lithium Industry rose by more than 150%in the past two months, which was one of the highest stocks in the new energy sector. Tianqi Lithium ranked fourth in the market value of listed companies in Sichuan with a market value of 200 billion.

On the official website of Tianqi Lithium, the corporate news that placed in a significant position is the press conference of Hong Kong H -shares on June 30.

On June 30, Tianqi Lithium published and distributed the prospectus of foreign -listed foreign stocks (H -shares) prospectus in Hong Kong to start the global release.

In the evening after the announcement of the prospectus on June 29, Tianqi Lithium held a press conference on the global release of Hong Kong in Chengdu and Hong Kong. Jiang Weiping, the founder and chairman of Tianqi Lithium, Jiang Anqi, Vice Chairman Jiang Anqi, Xia Juncheng, President of the Chairman of the Director, Zou Jun, Director and Vice President and Chief Financial Director, Zhang Wenyu, Secretary of the Board of Directors and the director of the marketing department, attended the press conference. The media reporter communicated through online live broadcast.

The Tianqi Lithium industry plans to issue approximately 164.1 million H -shares at the Hong Kong Federation of Federation for investors at home and abroad. The stock code is 9696.HK, and the maximum release price per share is HK $ 82. The prospectus began on June 30 and is expected to end on July 6. It is expected to be listed on the main board of the Stock Exchange on July 13.

It is reported that the total scale of H -shares of Tianqi Lithium is about 13 billion Hong Kong dollars.

Among them, approximately HK $ 8.865 billion will be used to repay the unpaid balance of the debt of the SQM project of Chilean Lithium Mine; about 1.17 billion Hong Kong dollars will be used to allocate funds for the first phase of the Anju Factory; %To 5.49%and the expiration date is a number of domestic domestic bank loans from September 2022 to June 2025; the remaining HK $ 1.202 billion will be used for operating funds and general company purposes.

Since 2022, the prices of domestic lithium battery raw materials have continued to rise and have been high. Most domestic lithium battery new energy vehicles have risen to varying degrees.In the first quarter of 2022, Tianqi Lithium Industry's operating income was 5.26 billion yuan, an increase of 481.41%year -on -year; net profit was 3.33 billion yuan, a loss of 248 million in the same period last year.

As of 18:30 on July 11, Ying Ying's weekly market views have read more than 93,000.

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