JIANGTE MOTOR(SZ:002176) Ge Long Hui A P P·2025-08-13 12:50Core Viewpoint - The lithium battery sector is experiencing significant stock price volatility, with companies like Jiangte Electric showing resilience amidst broader market declines [1][2]. Group 1: Company Performance - Jiangte Electric's stock price increased by 1.99% to 9.74 CNY per share, with a total market capitalization of 16.62 billion CNY, despite declines in Tianqi Lithium and Ganfeng Lithium [2]. - The company has faced substantial losses, with projected net losses of 950 million to 1.25 billion CNY for the first half of the year, following a loss of 640.66 million CNY in the same period last year [10][13]. - Jiangte Electric's stock has seen a cumulative decline of nearly 74% over a three-year adjustment period, reaching a low of 6.2 CNY per share [13]. Group 2: Lithium Resource Development - Jiangte Electric holds over 10 million tons of lithium resources, with the Qian坑 lithium mine being the most significant, having a mining license valid for 30 years [9][10]. - The Qian坑 lithium mine has a resource reserve of 72.93 million tons at an average Li2O grade of 0.44%, and up to 126.67 million tons at a grade of 0.39%, classifying it as a large lithium mine [10]. - The development of the Qian坑 lithium mine is expected to significantly enhance the company's self-sufficiency in lithium and reduce production costs, positively impacting profitability over the next 30 years [10]. Group 3: Strategic Initiatives - Jiangte Electric is focusing on humanoid robot joint module development through its subsidiary, Weier (Shenzhen) Intelligent Drive Co., Ltd., and is actively collaborating with leading robotics companies and suppliers [11]. - The company is undergoing a change in control, with the original controlling shareholders transferring their stakes to Wubai Yingli Technology, which now holds 50% of Jiangte Electric [17][19]. - Wang Xin, a well-known investor, has increased his stake in Jiangte Electric and is now the controlling shareholder, indicating confidence in the company's future [21].