ideal car 400 million yuan lead investment Sunwoda Electronic Co.Ltd(300207)
On February 24, Sunwoda Electronic Co.Ltd(300207) (300207. SZ) announced that its subsidiary Sunwoda Electronic Co.Ltd(300207) Electric Vehicle Battery Co., Ltd. (hereinafter referred to as ” Sunwoda Electronic Co.Ltd(300207) battery company”) received a total capital increase of 2.43 billion yuan from 19 companies and institutions, and the total equity ratio of Sunwoda Electronic Co.Ltd(300207) battery company corresponding to this capital increase was 19.5495%. After the capital increase, the registered capital of Sunwoda Electronic Co.Ltd(300207) battery company will increase from about 5088.7 million yuan to 6325.2 million yuan. It is worth noting that in this capital increase, Jiangsu chehejia Automobile Co., Ltd. invested 400 million yuan. The company is an affiliated enterprise of ideal automobile, and the legal representative is Shen Yanan, the co-founder of ideal automobile.
Yicai comment: at present, the cooperation methods between power battery enterprises and vehicle manufacturers are becoming more and more diversified. Earlier Contemporary Amperex Technology Co.Limited(300750) established joint ventures with many vehicle manufacturers in China to produce power battery products required by corresponding companies; In addition, Contemporary Amperex Technology Co.Limited(300750) also invested in Nezha automobile, a new force in car building; And Chongqing Changan Automobile Company Limited(000625) jointly established avita automobile. Volkswagen directly controls Gotion High-Tech Co.Ltd(002074) , and Weilai automobile invests in Weilan technology, a solid-state battery supplier. According to the analysis of insiders, at present, new energy vehicles are facing the situation of “lack of core and less electricity”. The cooperation with power battery enterprises will help ensure the power battery supply of vehicle manufacturers.
prospect 48 billion new production projects
Recently, some media reported that vision technology group has signed a strategic cooperation framework agreement with Shiyan City, Hubei Province. According to the cooperation agreement, vision technology group plans to lay out five major projects in Shiyan, including high-end power battery production, commercial vehicle intelligent power exchange network and equipment manufacturing, and zero carbon vehicle technology research, with a total investment of 48 billion yuan.
first financial review: according to the data released by sneresearch, a South Korean research organization, the global power battery installed capacity of vision power reached 4.2gwh in 2021, with a year-on-year increase of 7.8% and a market share of 1.4%. According to the information disclosed by the company, it has now arranged seven production bases and multiple R & D and engineering centers in China, Japan, the United States, France, the United Kingdom and other places. It is expected that the global production capacity will exceed 200 GWH by 2025 Like chips, power batteries are now in short supply. Earlier, Xiaopeng automobile delayed the delivery of some models of P5 and P7 due to power batteries. Many research institutions have said that under the rapid development of the new energy vehicle market, there is a large gap in the production capacity of power batteries. At present, many power battery enterprises are actively expanding their production. According to the research and judgment of insiders, the automotive power battery industry is accelerating into the “TWH” era.
stellantis announces 2021 results
Recently, stellantis group announced its performance in 2021. The company achieved a revenue of 152 billion euros in 2021, a year-on-year increase of 14%; The net profit was 13.4 billion euros, a year-on-year increase of nearly twice. Carlos Tavares, chief executive of stellantis, said, “stellantis can provide strong performance even in the most uncertain market environment.”
one financial review: stellantis group, formed by the merger of FCA and PSA, achieved good performance in 2021. The company said that its operating profit margin reached 11.8% in 2021, higher than its target of about 10%, because the company implemented effectively in terms of synergy. However, the performance of joint ventures such as guangfeike and Shenlong in the Chinese market is quite average. It is reported that stellantis will adjust the share ratio of the joint venture, in which the foreign shareholding of guangfeike will reach 75%; DPCA will split into Dongfeng Peugeot and Dongfeng Citroen.
