宁德时代创始股东黄世霖拟减持184亿元股份 所得资金或投向储能赛道

Core Viewpoint - Ningde Times (300750.SZ) announced that co-founder 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. The estimated market value of the shares to be sold is approximately 18.441 billion yuan based on the closing price of 404.12 yuan per share on November 14 [1]. Group 1 - Huang Shilin is a core co-founder of Ningde Times and resigned from his positions as vice chairman, director, and other roles on August 1, 2022 [4]. - As of November 13, Huang Shilin directly holds 466 million shares of Ningde Times, accounting for 10.21% of the total share capital (including A-shares and H-shares), with 25.89 million shares being pre-IPO shares [4]. - The transfer will be conducted through an inquiry process, with institutional investors possessing appropriate pricing capabilities and risk tolerance as potential buyers, organized by CICC [4]. Group 2 - In 2022, when Huang Shilin resigned, Ningde Times indicated that he would explore business opportunities in the emerging field of "light storage and charging inspection," which may lead to strategic collaboration with the company to promote the development of the new energy industry [4]. - Huang Shilin currently holds shares in over 10 companies, including Fujian Times Xingyun Technology Co., Ltd. and Fujian Jixin Light Storage Charging Inspection Technology Co., Ltd., which are involved in energy storage [4]. - Times Xingyun, established in 2019, focuses on the research, production, sales, and service of lithium battery energy storage equipment, providing solutions for energy storage applications [4]. Group 3 - In a research report titled "Huang Shilin Talks About Light Storage and Charging," Huang Shilin expressed that finding like-minded partners is the most challenging aspect of entrepreneurship. He anticipates that once a pricing mechanism for energy storage is established in China, it will create opportunities in the market [5]. - Huang Shilin believes that the field of light storage and charging inspection is currently underdeveloped, indicating potential for finding good scenarios and investment partners for collaboration [5]. - Industry experts generally believe that the funds obtained from Huang Shilin's share transfer will likely be directed towards the energy storage sector [6].