This is not a small number. According to the data, in 20021year, the total net profit of Contemporary Ampere Technology Co., Ltd. was 1593 1 100 million yuan, which represented the stock income of Contemporary Ampere Technology Co., Ltd. and contributed about14 profit. So which listed companies does Contemporary Ampere Technology Co., Ltd. hold?
Among the nine stocks held by contemporary Ampere Technology, two are automobile white body manufacturers, namely BAIC Blue Valley (600733. SH) and Xiaokang shares (60 1 127. Shh). There are five companies in the middle and lower reaches of its industrial chain, namely Pioneer Intelligence (300450. SZ), Tianhua Super Clean (300390. SZ), Hualian New Materials (688707. SH), Yongfu (3007 12. SZ) and Xingyun (300648. SZ)。 In addition, the two companies are Australia's PilbaraMinerals and Australia's NEOLithium, which are also two overseas mineral resources companies.
Among the 9 stocks, Contemporary Ampere Technology Co., Ltd. holds more shares of Pioneer Intelligence, with the purchase amount of 202/kloc-0 reaching 2.5 billion yuan, and the stock source is "public offering". However, the stock return of contemporary Ampere Technology Co., Ltd. and leading intelligence last year was not high, only 72 million yuan.
Pioneer Intelligence was established in 2002. It is reported that it is the only lithium battery weapon and equipment manufacturer in the world with 100% independent IP at this stage. Can provide key weapons and equipment such as take-up machines and components, and deliver mass production solutions for multiple large cylinders.
In July last year, Contemporary Ampere Technology Co., Ltd. participated in the public offering of Pioneer Intelligence and subscribed for shares at a price of 2.5 billion yuan. At present, Contemporary Ampere Technology Co., Ltd. owns 7. 15% equity of Pioneer Intelligence, and is the third largest controlling shareholder of the company. According to the data, in 20021year, Contemporary Ampere Technology Co., Ltd. purchased more than 4 1 100 million yuan of production equipment from Pioneer Intelligent, making it its largest customer. Pioneer Intelligence is cooperating with Contemporary Ampere Technology Co., Ltd. to develop a cylindrical rechargeable battery production line. They will strengthen the cooperation between the French production bases of Contemporary Ampere Technology Co., Ltd. and discuss the establishment of factories in other countries in Eastern Europe, North America and Southeast Asia.
The largest long-term investment stock of contemporary Amperex Technology Co., Ltd. is Australia's PilbaraMinerals. At the beginning of 20021,Contemporary Ampere Technology Co., Ltd. owned this stock with a quota of only 270 million yuan, with a book value of 2.87 billion yuan at maturity and a profit of nearly 10 times.
Materials show that PilbaraMinerals is one of the largest hard rock lithium miners in Australia. Last year, Contemporary Ampere Technology Co., Ltd. subscribed for 654.38+83 billion preferred shares of Australian lithium mining company Pilbara Minerals according to its wholly-owned subsidiary, accounting for about 8.5% of the total market value, becoming the third largest controlling shareholder of the latter. Since last year, the price of raw materials for rechargeable batteries, such as lithium carbonate, has been rising continuously due to the shortage of supply, which has made the price of spodumene of Pilbara Mining Company hit a record high, made the share price of Pilbara Mining Company rise continuously, and created an expensive return on investment for Contemporary Ampere Technology Co., Ltd.
In addition, contemporary Amperex Technology Limited, which has been prospecting abroad, has also recovered the equity of NeoLiquitiumCorp, an Australian lithium company with over HK$ 654.38+00 billion, becoming the third largest controlling shareholder of the latter. However, neolignans are the only one of the nine stocks held by Contemporary Amp Technology Co., Ltd. that is profitable, with a total loss of 0.010.74 billion yuan.
Especially in the shareholding of Contemporary Amp Technology Co., Ltd., the two companies in white are more special. At present, Contemporary Ampere Technology Co., Ltd. is the rechargeable battery distributor of almost all BIW companies in China, but it has also further completed some project investment positions of BIW companies. In the 202 1 shareholding list, there are two car companies, BAIC Blue Valley and Xiaokang.
Among them, the shares of Beiqi Blue Valley were obtained through "public offering". At the beginning of this year, Contemporary Ampere Technology Co., Ltd. owned Beiqi Blue Valley with a book value of 65.438+700 million yuan, and purchased another 300 million yuan in 2026.5438+0 years, with a book value of 765.4380+9000 yuan at the end of the period, with an annual profit of 244 million yuan.
According to the materials, BAIC Blue Valley announced in May last year that the total amount of funds raised by private placement was 5.5 billion yuan, and the price was 6.93 yuan/share. The final selling target was 65,438+06. Among them, Contemporary Ampere Technology Co., Ltd. received a quota of 300 million yuan.
The new energy automobile enterprise of BAIC Blue Valley Group is BAIC electric vehicle, and BAIC New Energy has a deeper strategic cooperation agreement with Contemporary Ampere Technology Co., Ltd. From 20 12 to now, Contemporary Ampere Technology Co., Ltd. has provided lithium batteries for several cars of BAIC Electric Vehicle Group. In 20 19, they signed a five-year energy storage battery supply contract. In the same year, BAIC electric vehicle became the largest rechargeable battery customer of Contemporary Amp Technology Co., Ltd.
However, in recent years, the sales of Beiqi electric vehicles have dropped significantly. Judging from the blessing of contemporary Amperex Technology Co., Ltd. to Beiqi Blue Valley of 300 million yuan last year, it still took a fancy to the long-term development of Beiqi Blue Valley. Today, Contemporary Ampere Technology Co., Ltd. and Beiqi Blue Valley also have cooperation in power exchange.
The origin of the ownership of individual well-off shares in contemporary Ampere Technology Co., Ltd. is marked as "transfer of state-owned assets". The amount of Xiaokang shares purchased by Contemporary Ampere Technology Co., Ltd. today is 654.38+0.52 billion yuan, the book value at the end of the period is 654.38+0.62 billion yuan, and the annual profit is 0.95 billion yuan.
Xiaokang co., ltd. is a rare car company in the industry that locks in the supply chain management of Contemporary Ampere Technology Co., Ltd. five years in advance. It can be inferred that the individual share transfer of Xiaokang shares may also be part of the contract. In September last year, Xiaokang announced that Jin Kang New Energy Automobile Co., Ltd., the enterprise holding company, and Contemporary Ampere Technology Co., Ltd. signed the Five-year Framework Agreement on Supply and Demand Linkage and Capacity Guarantee.
According to the agreement, Jin Kang New Energy Technology will purchase energy storage battery products from Contemporary Ampere Technology Co., Ltd. from 2022 to 2026. According to the agreement, during the period, Jin Kang New Energy Technology will make a request to the seller at least six months in advance according to its own business decision, and jointly determine the total purchase output for the next year, and make a commitment according to the attached agreement. If no supplementary agreement was signed at the beginning, the second year will be implemented according to the dimension of the current year 10GWh.
Contemporary Anpu Technology No.4 also owns four other stocks, namely Tianhua Chaojing, Hualian New Materials, Yongfu Shares and Xingyun Shares, all of which are upstream and downstream companies of contemporary Anpu Technology and have cooperative relations with contemporary Anpu Technology. Business processes involve raw materials, power exchange, battery testing, etc.
Among them, Contemporary Amperex Technology Co., Ltd. and Yongfu Co., Ltd. are involved in related transactions with Xingyun Co., Ltd., because the management of Contemporary Amperex Technology Co., Ltd. is an executive in the holding company. However, Contemporary Ampere Technology Co., Ltd. stated in the financial report that the ordinary related party transactions of Enterprise 202 1 meet the specific needs of enterprise production and operation, and the price is fair, and there will be no harm to the rights and interests of shareholders of the enterprise and the company.
Yongfu Co., Ltd. mainly focuses on business processes such as power energy and power installation engineering investment, operation and maintenance services. According to the new situation, Yongfu Co., Ltd. has become the service provider of the first batch of four EVOGO quick change stations of Contemporary Amp Technology Co., Ltd. For Yongfu shares, the ownership of contemporary Amperex Technology and Limited originated from the "transfer of state-owned assets". He bought 20 million yuan from the original 65.438+0.9 billion yuan, but the long-term investment was only 0.025 billion yuan.
Xingyun shares mainly focus on business processes such as lithium battery testing. As early as 20 19 and 1, Xingyun and Contemporary Amp Technology Co., Ltd. signed the Framework Purchase Contract. After the expiration of the contract, they renewed the framework purchase contract, and the validity period was12,2024,31. Previously, Xingyun announced that from August 7, 20021year to March 3, 20221day, it signed purchase orders with Contemporary Ampere Technology Co., Ltd. and its holding company totaling 289 million yuan, accounting for 50.47% of the company's main business income in 2020.
Tianhua ultra-clean is developed in the field of anti-static clean technology, and then slowly enters the raw material business process of medical devices and lithium batteries. From 2065438 to 2008, the company and contemporary Anpu Technology Co., Ltd. and other enterprises jointly funded the capital construction of Tianyi Lithium Industry and rationally arranged the lithium hydroxide runway. 202 1, Contemporary Ampere Technology Co., Ltd. bought shares of listed company10.20 billion yuan, during which it made a profit of 270 million yuan and obtained the way of "public offering".
Under the theme of shortage of lithium battery materials, Tianhua's ultra-net sales performance and share price have increased significantly. Not long ago, Tianhua Chaojing announced a pre-increase in the first quarter of 2022. The company expects the maximum net profit in the reporting period to be 654.38+06 billion RMB, with a year-on-year growth rate of nearly 65.438+00 times, and the year-on-year growth rate of net profit is expected to exceed 654.38+03 times. But judging from the stock price, the company has been slipping from 137 yuan since last September. On April 25th, Tianhua's ultra-clean session hit a 60-day low and closed in 50 yuan.
The main business of Hualian New Materials is the research and development, manufacturing and marketing of raw materials for lithium batteries. The key equipment is lithium cobalt oxide battery raw materials, composite ternary, driving ternary and high manganese polycrystalline series products. Contemporary Ampere Technology Co., Ltd. initially purchased 77 million yuan and earned 250 million yuan during the period. The reason for its position is "strategic layout". Hualian New Materials has been the top distributor of Contemporary Ampere Technology Co., Ltd. before, and Contemporary Ampere Technology Co., Ltd. is also a big customer of Hualian New Materials. According to the progress of the company's performance, it will be profitable in 20021year.