loading
Home   |   News   |  

Investing in Bluetooth headset batteries and binding electronic cigarette companies "Investment Scriptures"

Investing in Bluetooth headset batteries and binding electronic cigarette companies "Investment Scriptures"

2022-10-28

21 years ago, a company was quietly established in second -tier cities on the southeast coast.


After building smart meter batteries, mobile phone batteries, Bluetooth headset batteries, and even "deep binding" with electronic cigarette companies, the company finally chose to use lithium -ion batteries as its main business.


On the evening of October 26, the lithium battery leader with a market value of 176.1 billion yuan could release three quarterly reports, announcing the company's operating income of 24.283 billion yuan in the first three quarters, an increase of 112.12%year -on -year; %. This is mainly the credit of the battery business.


However, Yimei Lithium still needs to face a reality -Simo International, an electronic cigarette company, which has participated in, which has brought huge profits to the company, it is difficult to renew the myth of wealth for Yiwei Lithium. In the first three quarters, the company's investment income fell by 32.91%in the first three quarters.


Energy, which has always been good at investing in many fields, is still running around. In the first half of this year, Yimei Lithium energy deployed upstream battery raw material industry chains. It invested in the total investment of 3 billion yuan and an annual output of 90,000 tons of lithium salt projects with Zijin Lithium and Ruifu Lithium Industry. Go downstream, and the production line of battery -grade lithium carbonate and battery -grade lithium hydroxide products with a total investment of 1.5 billion yuan and an annual production capacity of 30,000 tons with Chuanneng Power and Hive Energy Investment Construction.


"We have to see and seize the rare opportunities given by the times and the country." When Yimei Energy signed with Chuanneng Power and Honeycomb Energy on June 13 this year, Liu Jincheng, the founder and chairman of Yimei Energy, said so. Essence


What are the air outlets of mobile phones, headphones, and smart meters.


Although chemistry has been played as "one of the four major Tiankeng majors", for Liu Jincheng, this is his wealth knocking on the stepping tile.


Liu Jincheng is a battery expert. After studying the Benshuo of Chemistry -Electrochemistry -Materials Physics and Chemistry, he devoted himself to work in the field of lithium battery, and established 100 million weir lithium energy in 2001.


By 2009, Yimei Lithium appeared in front of investors as "China's largest and fifth lithium battery supplier in the world", becoming one of the first listed companies in GEM.


In the prospectus, Yimei Lithium can count the air outlets of these years: smart meter, intelligent identification card, electronic smoke alarm ...


"Fast fish eats slow fish", as the company's evaluation of the industry in the prospectus is not satisfied with the battery supplier of watching watches and meters. Etexture Lithium can embark on one after another in the subsequent development.


On April 6, 2010, Yimei Lithium could release a feasibility report for the construction of 12.5 million security lithium -ion battery production lines an annual output. For the first time, the company publicly issued a stock of 56 million yuan in stocks. It is expected that the project can increase annual sales revenue of 108.75 million yuan after completion, and increase net profit of 9.48 million yuan.


Although this project mainly produces mobile phone and laptop batteries, Etexture Lithium can clearly point out in the report that as new energy vehicles demand grows rapidly, the main direction of the company's choice is energy storage batteries.


"Easy first, then difficult, small and then big" is the strategy of Yimei Lithium. The company plans to use mobile phones and notebook batteries as the first step. Based on this, the accumulation of technology and customers has gradually shifted to energy storage power lithium -ion batteries.


Yiwei Lithium has not stopped here. On March 9, 2020, the company announced that the total amount of funds raised by non -public offering of A -share shares should not exceed 2.5 billion yuan. The net fundraising funds will be used for the investment -oriented bean lithium ion Battery and other projects.



The founder of the acquisition of electronic cigarette companies created the "rich myth" in 2021 has doubled more than 70 billion yuan


Electronic cigarettes are good at discovering the Yiyi Lithium, which is good at discovering the wind. On March 4, 2014, Yimei Energy announced that it purchased 50.1%of Shenzhen Mike Veor Technology Co., Ltd. (hereinafter referred to as "Mcwell") with a large conclusion of 439 million yuan.


The reporter noticed that in the last year of acquisition, Mcwell's performance increased significantly.


In 2013, Mcwell achieved total operating income of 167.9 million yuan, while the previous year was only 5.1627 million yuan, and net profit was 31.747 million yuan, compared with only 42,800 yuan in the previous year.



Mcwell, which has doubled performance, is a domestic electronic cigarette dragon, and once became a foundry factory for RELX. Electronic cigarette consumers introduced to reporters that many new consumers first exposed to electronic cigarettes through RELX, which shows the influence of brands and companies.


Behind the cooperation between the two, Yimei Lithium has always provided Mcwell's lithium carbon battery for electronic cigarettes. In 2013, the amount of accounts occurred at 85.146 million yuan.


"The company will be expected to share the revenue brought by the emerging market of electronic cigarettes." Evergreen lithium can frankly say that the two parties will jointly study the electronic cigarette market and make bigger and stronger electronic cigarette industry chains.


Although at the beginning, the electronic cigarettes did not bring such high income to the Yiwei Lithium as scheduled. Energy Lithium has continued to reduce its holdings. In July 2020, Mike Vali was named "Simo International" named "Simo International". Listing in Hong Kong has brought a lot of benefits to Yimei Lithium -at the time, Yimei Lithium could hold 3262%of the shares, and Yimei Lithium received a cash dividend of HK $ 513 million on June 21, 2021; In the annual report of 2021, it confirmed that the joint -owned company Simo International except the net profit or loss, other comprehensive income, and the owner's equity except for net profit or loss, other comprehensive income, and profit distribution of 1,139,416,178.62 yuan.


This time, Simo International's stock price skyrocketed within half a year, creating a "wealth myth". On January 22, 2021, the market value reached the highest -HK $ 496.782 billion.




For many years, the shares of the Emperor Weiyi Energy, which are "binding" with Simoore International, have also skyrocketed. In July 2020, Yimei Lithium's stock price remained at about 50 yuan, and by January 2021, the stock price had increased to about 90 yuan. By the closing of November 26, 2021, the market value of Yiwei Lithium's closing market was as high as 282.365 billion yuan, reaching the highest point of history. In the next few days, the company's stock price exceeded 150 yuan.


Among the top 100 in the 2021 Forbes Mainland China Rich List, the Eli Weishi Liu Jincheng family ranked 46th with 74.1 billion yuan, compared with the 37.3 billion yuan wealth in 2020, and its value increased by 98.7%.


However, this "wealth myth" ushered in a turning point in 2022.


On April 25, 2022, the State Tobacco Monopoly Agency released the "Several Policies and Measures on Promoting the Standardization of the Rule of Law of the Electronic Tobacco Industry (Trial)", which proposed to adjust and optimize the industrial structure, strictly control new capacity, reasonably control the scale of production capacity, and prevent it to prevent the scale of production capacity. Overcapacity.


In the eyes of many industry insiders, this new electronic cigarette policy will affect the industry structure.


Just after the promulgation of the New Deal, on April 28, Yimei Energy announced that it was planned to reduce the holding of EBIL's holding of EBIL's holding of 3.5%of Simo's international stocks through the major transaction method. As of the announcement date, Ebil, a wholly -owned Sun company, has 1.902 billion shares of Simo International, accounting for 31.64%of the total issued shares.


The company said that this is to enhance the company's dynamic market value management, make full use of existing resources, maximize the company's economic benefits, and further increase the company's research and development platform construction and research and development investment.


The third quarter report of this year shows that Yimei Energy's investment income to the company's participating company Simoore International Holdings Co., Ltd. decreased significantly year -on -year. In the first three quarters of this year, the revenue was 874 million yuan, and the first three quarters of last year was 1.304 billion yuan, a year -on -year decrease of 32.91%.


The company explained that, on the one hand, in the first half of 2022, the price of product prices was reduced to individual large customers. At the same time, the one -time atomization business with low gross profit margin increased significantly, and the proportion of overall business increased. The gross profit margin decreased year -on -year.


At the 21st anniversary of its establishment, Yimei Energy said on the official website that the company "three entrepreneurs" in the field of consumer batteries, power batteries, and fuel cells. Can Yiyi Lithium who is good at investing can laugh at the end?


Chat Online
Chat Online
Leave Your Message inputting...
Sign in with: