万亿“宁王” 又出手

Core Viewpoint - Leading lithium battery companies, CATL and Zhongxin Innovation, are investing in upstream material companies, Tianhua New Energy and Shengxin Lithium Energy, to strengthen their supply chain stability amid a rising lithium battery industry [2][5]. Group 1: Tianhua New Energy and CATL - Tianhua New Energy announced that its actual controllers plan to transfer a total of 12.95% of the company's shares to CATL for a total consideration of 2.635 billion yuan, at a price of 24.49 yuan per share, reflecting a discount of 19.49% compared to the closing price of 30.42 yuan on October 31 [4][5]. - After the transaction, the shareholding structure will be 17.77% for the actual controllers, 1.10% for CATL, and 13.54% for Tianhua New Energy [4]. - Tianhua New Energy focuses on lithium battery materials, including battery-grade lithium hydroxide and lithium carbonate, which are essential for lithium-ion battery cathode materials [5]. Group 2: Shengxin Lithium Energy and Strategic Investors - Shengxin Lithium Energy plans to introduce strategic investors, including Zhongxin Innovation and Huayou Holding Group, through a private placement of up to 188 million shares at a price of 17.06 yuan per share, aiming to raise up to 3.2 billion yuan [7][8]. - The strategic cooperation agreements with Zhongxin Innovation and Huayou Holding Group will enhance resource security and cost control for Shengxin Lithium Energy, leveraging their extensive international customer networks [11]. - Shengxin Lithium Energy's main business includes lithium ore mining and the production of basic lithium salts and lithium metal products, positioning it as a raw material supplier for Zhongxin Innovation, which ranks fourth globally in power battery market share [9][11].