Zhongyuan shares transformation of new energy, how the market?

China dollar shares transition new energy, how the market?

Chinese yuan shares will meet the "female warrior on the mob" holding, cut into the lithium track, another listed company transition into the field of new energy. So today I am here to organize the new energy related knowledge, let's take a look together!

Cut into the lithium track

Central yuan shares headquartered in Wuhan Optics Valley, the company's main business for the smart grid and health care, the actual control of the eight natural person shareholders. Recently disclosed half-yearly report shows that in the first half of the company realized operating income of 154 million yuan, down 5.23% year-on-year; net profit of -2.264 million yuan, down 103.74% year-on-year.

The company, which already has two main businesses, ushered in a critical moment to cut into the new energy track.

August 22 midday, Zhongyuan shares disclosure announcement said, received from the actual controller of the "on planning matters of change of control of listed companies inform letter", learned that the company's actual controller (Wang Yongye, Yin Jian, Lu Chunming, Deng Zhigang, Zhang Xiaobo, Liu Yi, Yin Liguang, Chen Zhibing 8 concerted action) is planning matters related to the company's control of the change of control. In the last trading day before the suspension, Zhongyuan shares rose 11.13%, the latest total market capitalization of 3.75 billion yuan.

August 28 evening, Zhongyuan shares disclosed the announcement shows that five shareholders of Zhongyuan shares intend to transfer 9,616,000 shares of the listed company to Luoyang Huashi New Energy Science and Technology Company Limited (referred to as "Luoyang Huashi"), at the same time, Zhigang, Zhang Xiaobo, Liu Yi, Yin Liguang, Chen Zhibing and other eight concerted action with the At the same time, Zhigang, Zhang Xiaobo, Liu Yi, Yin Liguang, Chen Zhibing and eight persons acting in concert entered into the Voting Rights Entrustment Agreement with Luoyang Huashi, entrusting the voting rights corresponding to 99,550,000 shares held by them in Zhongyuan *** to Luoyang Huashi. After the Voting Rights Entrustment Agreement came into effect, the actual controller of the Company changed to Xu Junhong.

Disclosed on the same day, the announcement shows that the company intends to Luoyang Zhenghao new energy science and technology partnership (limited partnership) (referred to as "Luoyang Zhenghao") issued shares of not more than 144 million shares to raise funds of not more than 772 million yuan for the 200,000 tons of annual output of high-performance lithium-ion batteries, anode materials integration construction project (Phase I 100,000 tons / year). A 100,000 tons / year). The main body of the project is Xinjiang Yuexing New Energy Technology Co.

Announcement shows, in this issue of funds raised in place, the company intends to 347 million yuan for the Xinjiang moon star for capital increase, by the other shareholders of the Xinjiang moon star in accordance with the proportion of the listed company's capital for the same proportion of capital increase. After the capital increase, the registered capital of Xinjiang Yuexing will increase from RMB20 million to RMB680 million, and the Company will hold 51% equity interest in Xinjiang Yuexing. After deducting the capital increase of Xinjiang Moonstar, the remaining 425 million yuan will be invested in Xinjiang Moonstar in batches according to the construction of the project.

It is worth noting that the object of this issue, Luoyang Zhenghao, the actual controller is also Xu Junhong. Announcement shows, "share transfer agreement" fulfillment and to the specific object of the completion of the issue of shares, Luoyang Huashi directly hold the company's shares proportion of 1.54%, Luoyang Zhenghao directly hold the shares of the listed company proportion of 23.08%, the listed company's controlling shareholders to change to Luoyang Zhenghao, the actual controller is still Xu Junhong. Xu Junhong through the shareholding subject to control the voting rights of the listed company totaled 24.62%.

Zhongyuan said the fund-raising project will help the company to enter the field of research and development and production of anode materials for lithium batteries, and actively grasp the important opportunity of the rapid development of the lithium battery market, "the company continues to do a good job of the original business on the basis of the construction of a new core competitiveness."

Future acquisition target is these companies?

As a novice on the lithium battery track, Zhongyuan's future prospects actually depend on the new real controller.

Central yuan shares in the announcement bluntly, the implementation of the fund-raising project relies on the company's investors to bring the quality of resources, the company will be based on the project investment and construction progress, the introduction of external excellent industry talent to assist in the implementation of the fund-raising project, "with the advancement of fund-raising projects, the company will further improve the personnel, technology, market and other aspects of the reserves to adapt to the business continue to development needs."

Worthy of attention is that the fixed-price proposal mentioned: after the completion of the issue, due to the listed company's fund-raising investment projects and other enterprises controlled by Xu Junhong there are the same or similar business, the listed company may be competing with Luoyang Zhenghao in the same industry, "Xu Junhong commitment: in the Subscription Agreement signed to the completion of the issue of the date of the 24 months after the date of the company will be under the control of the same company at a price of not more than the amount of the subscription agreement signed by Xu Junhong. companies in the same industry to the listed company at a price not higher than the audited net asset price to avoid potential competition in the same industry."

In October 2018, Xu Junhong founded Luoyang Yuexing New Energy Technology Co. Moonstar Energy official website information shows that the company was founded in October 2008, is a commitment to lithium-ion battery anode materials research and development, production, sales and service as one of the high-tech enterprises, "the company's leading products for lithium-ion battery graphite and new silicon-carbon anode materials, etc., the products are mainly used in the field of 3C digital, power batteries and energy storage, and the customer base covers North, Central, South and Southwest China, and has developed the international market." From 2015 to 2020, the company has been continuously awarded the title of China's leading brand enterprise of lithium anode materials, and "is one of the high-tech enterprises with development potential in the anode materials industry."

Securities Times-e Company reporter noted that on March 26, 2021, the Anju District Government of Suining City, Sichuan Province, held a signing ceremony with Moonstar Xinneng for the project of 50,000 tons of silicon-carbon anode materials for lithium batteries per year.

The local news release shows that "this is the first full-process lithium battery anode material project settled in the city's lithium industry, which is of great significance for making up the lithium industry chain in Anju District, and will contribute to Anju's strength in the construction of China's "lithium industry capital" in Suining. "

In the afternoon of September 15, 2021, held in Chengdu, 2021 Nanchong City, manufacturing (Chengdu) investment promotion and project cooperation agreement signing ceremony, Yilong County and Yuexing Energy signed a contract with the lithium-ion battery anode material production project, became the largest of the day signed a contract project, the agreement on the total investment of 2.5 billion yuan.

At that time, Xu Junhong, chairman of Moonstar Energy, signed the project cooperation agreement at the scene. "As the first enterprise in Nanchong to produce key materials for lithium batteries, we hope to further improve the industrial chain in the future." Xu Junhong introduced the lithium-ion battery anode material production project, located in Yilong County Xiyangba Industrial Park. The project focuses on the upstream and downstream of the lithium-ion battery industry, lithium-ion battery high-end anode materials, polymer diaphragm, metal foil and other materials research and development and manufacturing, is expected to be put into production at the end of the year.

Enterprise search data show that Xu Junhong actual control of enterprises include: moon star energy, Sichuan star new energy technology limited company, Nanyang moon star new energy technology limited company, Xinjiang moon star.

In accordance with the announcement of Xu Junhong commitment to "its control of the same company at a price not higher than the audited net assets transferred to the listed company," the expression, the moon star energy, Sichuan Star New Energy Technology Co.

Xu Junhong once called herself "the underworld of female chivalry"

March 30-31, 2021, in the 6th China lithium-ion new energy 1,000 people conference and the China Intelligent Electric Mobility Eco-Conference, Xu Junhong delivered a speech that the negative electrode material is not as important as the positive electrode in the cost of the battery. The cost of the battery is not as heavy as the weight of the positive electrode, but the impact on the performance of the battery is very large, we are still in the cost reduction and improve performance to manufacturers to put a new requirement. She said, "The company has developed a new low-cost, is to extract negative electrode materials from coal."

The Securities Times-e Company reporter noted that in September 2018, at the 2018 China New Energy Entrepreneurs Summit and the inaugural meeting of the China New Energy Entrepreneurs Club (SNEC), Xu Junhong also gave a speech on "High Energy Density Graphite Negative Electrode Development and Application". At that time, she called herself a "female warrior in the underworld".

The following is an excerpt from Xu Junhong's speech:

"I'm from Luoyang Moonstar Energy, a chivalrous woman in the underworld. Why say black chivalry, because we all know graphite is very black, we are attached to the copper foil, all black, the so-called female chivalry, do this industry to have a chivalrous mentality, as Dr. Chen said, the future is very bright, but the road is very twisted, this industry to develop, want to make technological advances, positive electrode today there is a 622, tomorrow there is a 811, the negative level of today's graphite, tomorrow there is a silicone-carbon, the car today, today, tomorrow, burst! The car will be hit today and explode tomorrow, and it will be difficult to sleep and eat every day. We have to have a simple psychology, believe that the future is bright, through our *** with efforts to do a good job in the industry."

"Luoyang falls down, who rises down, the moon and the stars rise up, so that's how the name came about. People say the sun is yang level, the moon is yin, and we make graphite which is a yin level material. Just remember that there is a mob in Luoyang that makes graphite negative grade material."