On March 6, 2022, Gcl Energy Technology Co.Ltd(002015) announced that the first phase of the CICC GCL carbon neutralization 10 billion industrial investment fund, which the company cooperates with CICC capital, will not exceed 4.5 billion yuan, marking a substantive step in the “Finance + industry” strategic alliance between the two sides, and supporting the rapid development of mobile energy business by creating innovative products and services of green finance.
On March 31, 2021, Gcl Energy Technology Co.Ltd(002015) and CICC capital reached strategic cooperation and jointly established the industry’s first 10 billion industry fund with the theme of “carbon neutralization” – CICC GCL carbon neutralization industry investment fund, to promote the construction of mobile energy ecology from the capital level and build an efficient, economic and green travel ecology. This time, Gcl Energy Technology Co.Ltd(002015) and CICC privately funded the establishment of an industrial investment fund with “double carbon industrial chain” as the main investment direction, focusing on the mobile energy industrial chain and upstream and downstream technologies. The total amount of initial investment is no more than 4.5 billion yuan, of which Gcl Energy Technology Co.Ltd(002015) (including holding subsidiaries) plans to subscribe no more than 2.25 billion yuan with its own funds, The rest have been raised by CICC private placement.
“The national ‘double carbon’ strategy has brought broad green investment space. The establishment of carbon neutralization fund is an accurate grasp of the opportunity.” Tu Jixian, deputy general manager of CICC capital, said: “transportation is one of the major sources of carbon emissions. Investment layout is carried out in depth around the electric vehicle industry chain, and charging and replacing infrastructure is one of the key directions. The implementation of CICC GCL industrial fund can promote the rapid ecological development of the power exchange industry.”
In order to quickly distribute the mobile energy business, Gcl Energy Technology Co.Ltd(002015) disclosed the fixed increase plan in June 2021, and the funds to be raised are mainly used for the construction of new energy vehicle power station, information system platform and R & D center, as well as the supplementary working capital projects. After the announcement of the plan, the fixed increase plan was approved all the way, and the fund-raising was completed in less than 2 months. Just three days ago, Gcl Energy Technology Co.Ltd(002015) announced that it had completed a fixed increase of 3.765 billion yuan and issued 270 million shares. A total of 14 enterprises and institutions including Sichuan traffic control Shudao group, Guiyang industrial control, CAITONG fund, Nord fund, JPMorgan Chase Bank, National Association, Citic Securities Company Limited(600030) , Gf Securities Co.Ltd(000776) etc. participated in the subscription, and the issue price was 13.90 yuan / share.
\u3000\u3000 “Around the dual carbon industrial chain, Gcl Energy Technology Co.Ltd(002015) plans to set up a fund with CICC capital to give full play to the industry background advantages of listed companies and the professional operation and management ability of CICC capital, so as to provide strong financial support for Gcl Energy Technology Co.Ltd(002015) continuous innovation of business model, research and development of power exchange products, upgrading of core technologies, accelerating market layout, and building a demonstration project of industrial and financial cooperation in the field of new energy carbon neutralization Hold. ” Gcl Energy Technology Co.Ltd(002015) president Fei Zhi said, “The rapid completion of the fixed increase fund-raising not only reflects the unanimous optimism of all parties for the development of the power exchange track under the intensive support of the policy, but also reflects the capital’s recognition of the company’s strategic layout and development prospects. The successful completion of the fund-raising will further optimize Gcl Energy Technology Co.Ltd(002015) capital structure and enhance its own capital strength, which can further provide a strong guarantee for the development of mobile energy business , continue to improve core competitiveness. “
Since 2021, Gcl Energy Technology Co.Ltd(002015) has made continuous actions and achievements in the field of power exchange: taking advantage of low-cost, large-scale green power supply, energy storage echelon utilization and other advantages, through the rapid layout of core competitiveness rapidly established in the research and development of power exchange technology and intelligent platform development, it has successively worked with Geely, Faw Jiefang Group Co.Ltd(000800) , Dongfeng Automobile Co.Ltd(600006) , Sany Heavy Industry Co.Ltd(600031) , BAIC The light orange era and other leading and new power vehicle enterprises, as well as the leading platforms in the transportation industry such as ground rail and express logistics, have reached strategic cooperation, and the power station replacement project has been gradually implemented. At present, the company is fully running on the power exchange track. It is planned that by 2025, the power exchange service network will cover more than 500000 new energy vehicles.
In 2021, China Shanxi Guoxin Energy Corporation Limited(600617) sold 3.52 million vehicles, with a year-on-year increase of 157.5%, and the ownership reached 7.84 million, exceeding the expectation at the beginning of the year. However, the number of power exchange stations in China is only 1192. The government work report of the national two sessions in 2020 clearly includes the construction of replacement power station into the scope of new infrastructure construction; The government work report of the national two sessions in 2021 once again proposed to increase parking lots, charging piles, power stations and other facilities. In 2022, the two sessions will be held soon, and relevant contents such as “suggestions on increasing the construction of electric vehicle power exchange system” have attracted the first attention.
Citic Securities Company Limited(600030) analysis shows that the rapid growth of production and sales of new energy vehicles will promote the vigorous development of the charging and replacement industry Gcl Energy Technology Co.Ltd(002015) started from cogeneration business and is a leading private energy enterprise in China. Since 2021, the company has rapidly entered the field of new energy vehicle power exchange with its strong resource endowment and third-party independence. The strategy of focusing on commercial vehicles in the initial stage is very clear. Power exchange will enter the first year of high growth in 2022, and the industry is expected to achieve ten fold growth in the next five years. It is expected that the total market space of China’s power exchange operation is expected to reach 60.5 billion yuan in 2025, Gcl Energy Technology Co.Ltd(002015) or will benefit first.
