HNZK Electric.(SZ:300035) Zheng Quan Shi Bao Wang·2025-10-30 12:56Core Viewpoint - Zhongke Electric (300035) has announced the introduction of strategic investors, transferring a total of 34.2782 million shares (5% of total equity) to Kaibo (Chengdu) New Energy Equity Investment Fund Partnership (Limited Partnership) at a price of 23.34 CNY per share, which is approximately 7% lower than the latest share price of 25.08 CNY, totaling 800 million CNY [1] Group 1 - The share transfer will reduce the combined shareholding of the actual controllers, Yu Xin and Li Aiwu, to 12.93%, while Kaibo Chengdu Fund will hold 5% of the shares [1] - Kaibo Chengdu Fund's partners mainly consist of state-owned investment entities from Sichuan Province or Chengdu, which can provide strong advantages in capital, resources, and industrial layout for Zhongke Electric's lithium battery anode business [1] - The largest shareholder of Kaibo Chengdu Fund is Zhongxin Innovation, which holds a 29.9% stake and is an important customer of Zhongke Electric, potentially enhancing upstream and downstream cooperation [1] Group 2 - Zhongke Electric has signed a comprehensive strategic cooperation agreement with Chengdu Industrial Investment Group, focusing on the anode materials business to leverage each other's resources, funds, management, and talent [2] - The agreement aims to establish Zhongke Electric as a global leader in anode materials and to promote the industrialization of related projects in Sichuan Province, prioritizing the establishment of a national headquarters for the anode materials business in Chengdu [2] - Chengdu Industrial Investment Group has previously invested in leading companies in the lithium battery supply chain and has a history of collaboration with Zhongke Electric, having invested 500 million CNY in a private placement in 2022, indirectly holding 2.68% of the company's shares [2] Group 3 - As a leading manufacturer of lithium battery anodes, Zhongke Electric has a high capacity utilization rate and has experienced rapid growth in performance, achieving a revenue of 5.904 billion CNY in the first three quarters of the year, a year-on-year increase of 52.03%, and a net profit of 402 million CNY, a year-on-year increase of 118.85% [3]