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储能、半固态、固态“我全都要”?鹏辉能源拟斥50亿投建新电池工厂|速读公告

蓄電、半固体、固体「全部欲しい」?guangzhou great power energy and technologyが50億を投じて新しいバッテリー工場を建設する予定|速報公告

cls.cn ·  11/19 07:43

①guangzhou great power energy and technology plans to invest 5 billion yuan to build a 10GWh energy storage cell and energy storage system manufacturing plant, etc.; ②since the beginning of this year, guangzhou great power energy and technology has announced multiple battery production line and industrial fund investment plans, involving an amount exceeding 3 billion yuan.

Financial Associated Press November 19 (Reporters: Zeng Chuchu, Liu Yue) After the announcement of multiple investment plans, Guangzhou Great Power Energy and Technology (300438.SZ) plans to reinvest 5 billion yuan to build energy storage cells and energy storage system manufacturing plants and other projects.

Guangzhou Great Power Energy and Technology announced that the company plans to invest in the construction of a 10GWh energy storage cell and energy storage system manufacturing plant and an independent shared energy storage research and development base project in Guangde City, Anhui Province, with a total planned investment of 5 billion yuan. The project will be implemented in two phases, with Phase I scheduled for completion and operation in September 2025, and Phase II to be implemented according to the investment plan.

The funding for this investment project will come from the company's own resources or self-raised funds. The company is expected to raise project construction funds through a combination of stocks and bonds, including but not limited to bank financing, convertible bond issuance, preferred stock issuance, rights issue, non-public offering of shares, and other means. The specific financing direction and plan have not yet been determined, and no relevant financing agreements have been signed. The implementation of this project will not pose risks to the company's cash flow or related finances for the current year, but delayed financing in the future may hinder the project progress. If the debt amount is significant, it may increase financial expenses.

As of the disclosure of the third quarter report, Guangzhou Great Power Energy and Technology's cash and cash equivalents amounted to 1.378 billion yuan, far from meeting the 5 billion yuan investment plan. Since the beginning of this year, Guangzhou Great Power Energy and Technology has announced multiple battery production line and industrial fund investment plans, involving an amount exceeding 3 billion yuan.

In October, Guangzhou Great Power Energy and Technology announced plans to establish new projects in Xinyang County, Zhumadian City, including a new small power square aluminum shell lithium-ion battery production capacity of 30,000 units per day and a new electrically capacitive lithium-ion battery production capacity of 500,000 units per day, with a total planned investment of 1 billion yuan.

In addition, the company has signed a supplementary agreement to the 'Zhumadian New Energy Entrepreneurship Investment Fund Limited Partnership Agreement' with Zhongjin Huirong, Zhumadian Huai Funds, and Zhanxin Ventures. The company has subscribed 200 million yuan, accounting for 40% of the subscribed capital.

In July, Guangzhou Great Power Energy and Technology announced plans to invest in the construction of an annual output of 10GWh energy storage cell and system integration project and annual output of 1GWh of semi-solid-state battery project. The fixed asset investment for the energy storage project is about 1.8 billion yuan (RMB), and for the semi-solid-state battery project about 500 million yuan (RMB).

而シェアとして熱い話題を巻き起こしている「次世代バッテリー」である全固体電池に関して、guangzhou great power energy and technologyも展開しており、会社が公表した全固体電池の研究開発ロードマップによると、会社は2025年に全固体電池の中試の研究開発を開始し、小規模生産を行い、2026年に生産ラインを本格的に立ち上げ、量産を開始する予定です。

小型パワーバッテリー、エナジーバッテリー、半固体バッテリー、固体バッテリーなど、今回の投資ではそれらに加えて下流の独立型エネルギーストレージステーションにも進出し、guangzhou great power energy and technologyはバッテリーの各分野に進出しています。今回の投資に関しては、guangzhou great power energy and technologyは公表の中で、この投資は同社の戦略的な発展計画に適合し、会社の生産能力配置をさらに最適化し、ビジネスの影響力と総合競争力を強化し、将来の事業展開と市場拡大に必要な要件を満たすものであると述べています。

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