CATL(SZ:300750) Zheng Quan Ri Bao Wang·2025-11-16 13:23Core Viewpoint - Ningde Times (300750) announced that shareholder Huang Shilin plans to reduce his stake by transferring 45.6324 million shares, representing 1% of the total share capital, due to personal funding needs [1] Group 1: Shareholder Reduction - Huang Shilin currently holds 466 million shares, accounting for 10.21% of the total share capital, making him the third-largest shareholder of Ningde Times [1] - The market value of this reduction is approximately 18.44 billion yuan, based on the closing price of 404.12 yuan per share on November 14 [1] - The reduction will be conducted through a targeted transfer rather than a secondary market sale, coordinated by China International Capital Corporation (CICC) [1] Group 2: Market Reaction and Implications - The unique method of the reduction has sparked discussions in the market, particularly due to Huang Shilin's status as a co-founder of Ningde Times [1] - The shares acquired by the buyers will be locked for six months, which aims to mitigate market volatility [2] - There is speculation that the funds from this reduction may be reinvested into the emerging "light-storage-charging-inspection" sector, where Huang Shilin has already made significant investments [2] Group 3: Industry Context - Huang Shilin has been actively involved in the "light-storage-charging-inspection" sector since resigning from his positions at Ningde Times in August 2022 [2] - His controlled enterprises include Fujian Jixin Light Storage Charging Inspection Technology Co., Ltd. and Fujian Times Xingyun Technology Co., Ltd., focusing on energy storage system R&D and solutions [2] - The current surge in demand for energy storage and favorable policies in the sector make further investments in this area a logical step, potentially creating strategic synergies with Ningde Times [2]