On January 19, Gcl Energy Technology Co.Ltd(002015) (002015. SZ) issued several announcements announcing its new actions in the field of mobile energy.
The announcement shows that recently, GCL energy’s subsidiaries signed cooperation framework agreements with a number of companies, involving power exchange cooperation and upstream resource acquisition. Among them, the cooperation framework agreement signed by the wholly-owned subsidiary Suzhou GCL hengneng Energy Technology Co., Ltd., Chengdu hechen Yingjia mining partnership (limited partnership) (hereinafter referred to as hechen Yingjia) and Qujing century Tiansheng Mining Co., Ltd. (hereinafter referred to as century Tiansheng) has attracted much attention.
According to the cooperation framework agreement, Gcl Energy Technology Co.Ltd(002015) will acquire 51% of the equity of Yunnan Hongxing Mining Co., Ltd. held by hechen Yingjia and century Tiansheng through equity acquisition, capital increase and share expansion, and the phosphorus ore resources in the phosphorus mine project of JINNIUCHANG, Huize County, under Hongxing mining reach 49.2249 million tons.
Since the announcement of entering the mobile energy field last year, Gcl Energy Technology Co.Ltd(002015) has made frequent actions in the power exchange business. Public information shows that the company creates a convenient, economic and green travel ecosystem from clean energy production, power exchange services to energy storage; It is committed to providing integrated energy solutions for motorized travel, using science and technology to drive sharing and power exchange, realizing energy efficient utilization and accelerating the process of urban low-carbon. According to the plan, by 2025, the company’s power exchange service network will cover more than 500000 new energy vehicles.
The acquisition of upstream resources provides resource support in promoting Gcl Energy Technology Co.Ltd(002015) to further expand the layout of mobile energy field.
According to the prediction of industry experts, with the rapid growth of the installed capacity of lithium iron phosphate battery (LFP), China’s demand for lithium iron phosphate materials will increase 7-8 times by 2025 compared with 2020. At present, as a scarce upstream resource, lithium and phosphorus are in short supply in China, there is a significant gap, and the price also soars. Obtaining stable lithium and phosphorus resources will also help Gcl Energy Technology Co.Ltd(002015) improve its market competitiveness in ensuring supply, reducing costs and building a mobile energy ecology.
In addition to setting foot in the upstream, Gcl Energy Technology Co.Ltd(002015) is also continuing to expand the “circle of friends” in the downstream field. On January 19, the company announced that it would cooperate with Beijing Jingxiang technology in the mobile energy for power station industry, and with Huaneng Technology in vehicle sales, power exchange equipment sales, power exchange operation, technology interaction and financing.
It is reported that Shenxiang technology is a joint venture between Baidu and Shiqiao, which focuses on the automatic driving of commercial vehicles. It is also the first landing company of Baidu Apollo x plan. At present, Shenzhen technology has deployed its business in commercial vehicle high-speed assisted driving, high-speed L4 unmanned driving and unmanned driving in limited areas.
According to the preliminary plan of cooperation between the two sides, by the fourth quarter of 2022, Gcl Energy Technology Co.Ltd(002015) will be responsible for the completion of 10 power exchange stations on the Beijing Shanghai line, and Shenxiang technology will be responsible for the delivery and operation of 100 power exchange heavy cards. The two sides will jointly promote the power exchange trial operation of the power exchange heavy card operation of Beijing Shanghai line, and complete the power exchange network layout of the service capacity of 1000 power exchange heavy cards of Beijing Shanghai Expressway before the end of 2023.
The other partner, zeneng technology, has the exclusive distribution right of s50ev replacement model of Dongfeng Liuzhou Automobile Co., Ltd. According to the plan, by 2022, Gcl Energy Technology Co.Ltd(002015) will jointly promote no less than 8000 S50 replacement vehicles in key cities such as Hebei, Inner Mongolia, Zhejiang, Jiangsu, Sichuan and Guizhou, focusing on the field of taxis and online car Hailing. It is expected that the number of S50 replacement vehicles will exceed 30000 within three years.
It is worth mentioning that the 21st Century Business Herald reporter noted that in March 2021, Gcl Energy Technology Co.Ltd(002015) and CICC capital established the 10 billion industry fund “CICC GCL carbon neutralization industry investment fund” with the theme of “carbon neutralization”, with a total initial contribution of RMB 4.5 billion. Recently, the first phase of 4.5 billion yuan of CICC capital Gcl Energy Technology Co.Ltd(002015) carbon neutralization industry investment fund has been raised.
