In the new year, the market of small market value real estate enterprises Sundy Land Investment Co.Ltd(600077) with low stock price for half a year is popular. In 2022, it has harvested two boards, and today it is the opening one-stop limit. In the new year, the increase is leading among A-share real estate development companies.
After hours on January 4, Sundy Land Investment Co.Ltd(600077) successively announced new agent construction projects and the establishment of new companies, which attracted the attention of investors. Sundy Land Investment Co.Ltd(600077) it is proposed to set up a subsidiary Songdu lithium with RMB 500 million.
The last time Sundy Land Investment Co.Ltd(600077) received such high attention was in July 2021. Last year, Hangzhou Shaohui, a wholly-owned subsidiary of Sundy Land Investment Co.Ltd(600077) , gave up the bid land with a deposit of 50 million yuan.
Until yesterday's announcement, Sundy Land Investment Co.Ltd(600077) said that the company's main business is still real estate operation and sales. According to the latest audited annual report, the real estate business income of the company accounted for 97.10% of the operating income in 2020.
Although it has no lithium related business, no relevant technical reserves, no relevant resources and professional team, this word is enough to ignite the excitement of the market.
In 2021, A-Shares ran out of many bull stocks that rose with "lithium". The market value of lithium resource leader Ganfeng Lithium Co.Ltd(002460) soared from 80 billion to 200 billion a year. ST's Youngy Co.Ltd(002192) was implemented to make a strong turnaround and "take off the hat" successfully. In 2022, according to the prediction of the agency, the large volume of new energy vehicles will maintain a tight balance in the supply of lithium electric materials.
Entering the new year, the price of lithium ore is still "rising".
However, as a scarce energy metal, lithium has high barriers to entry in the upstream and midstream industries, and resources and technology are the key "moat". In the upper reaches, the distribution of lithium minerals in the world is limited and the oligarchy pattern is obvious. It is mainly divided by Albemarle, sqm, China Ganfeng Lithium Co.Ltd(002460) and Tianqi Lithium Corporation(002466) . Other power battery leaders and mining "bosses" (such as Contemporary Amperex Technology Co.Limited(300750) and Zijin Mining Group Company Limited(601899) ) are also actively preparing for lithium sources. The cathode material of midstream lithium battery is subject to the upstream lithium price, and the product quality of electrolyte mainly depends on technology.
According to the Sundy Land Investment Co.Ltd(600077) announcement, its proposed energy metal related businesses include non-ferrous metal alloy sales, synthetic material sales, metal product R & D, non-ferrous metal casting, energy storage technical services, resource recycling technology R & D, etc. in the early stage, it needs to invest considerable production line expenditure and R & D cost. From this point of view, Sundy Land Investment Co.Ltd(600077) has a long way to go.
However, as a group formerly established in 1984 (Songdu group) and one of the "old 18" well-known real estate development enterprises in Hangzhou, Songdu holding industry, the parent company of Sundy Land Investment Co.Ltd(600077) , does involve mining.
According to tianyancha, it has invested in Guzhang Daying Mining Co., Ltd. in Hunan, which is mainly engaged in vanadium ore. vanadium metal plays an indispensable role in the iron and steel industry. At present, it has also opened a new application space in the field of energy storage.
Whether Sundy Land Investment Co.Ltd(600077) can "cross-border" succeed or just meet the hot spots remains to be approved by the Department of industry and Commerce and its follow-up actions.
(Financial Associated Press)
