v2 Chapter 350： Listed companies with a market value of 1 trillion in the future
"Mr. Li, this is not in a hurry, there will be opportunities. When the time is almost up, we will discuss how to cooperate. At this point, it should be at the end of the year, when the situation will be clearer, so the risk of you joining is also low.
If you intend to enter the new energy vehicle industry, you can make arrangements in advance, and we can cooperate on ternary lithium batteries and motors. "Mu Yang won't let them in so easily.
When is it more appropriate to let peers in?
When Xinghai Group's Hummer EV is sold out, car companies can see the prospect of new energy vehicles. They want to enter the new energy vehicle industry, and they will wave their banknotes and ask to enter the lithium battery industry.
Moreover, Xinghai Group first built the basic plate of the ternary lithium battery, so that Xinghai Group has a greater right to speak.
Then, at that time, the preconceived Xinghai Group, with the world's top ternary lithium battery technology and motor technology, will occupy an absolute dominant position.
Now Xinghai Group has no shortage of funds, and can increase investment in ternary lithium batteries, with an annual production capacity of at least 10GWh of ternary lithium batteries (if it is 100,000 sets of battery packs), and has certain lithium ore resources, An ecological chain will be formed.
At that time, Xinghai Group will develop lithium battery technology and production lines, plus certain resources, to attract various car companies and resourceful consortia to enter the market, and then go public to make money to occupy the global lithium mine resources.
Of course, Muyang can't be too extreme, at least let the partners make money, win-win results can form a group, and they can stand on the side of Xinghai Group.
How big is the market size of this lithium battery and lithium mine?
Mu Yang probably calculated that Xinghai Group would take up too much capital to monopolize this market, and it is unnecessary. What he needs is not only money, but the right to speak in this market.
According to the total sales volume of passenger cars of 21.5 million in 2021, the sales of new energy vehicles in the future will be 3.55 million, and the market share has reached 16.5%.
Now Xinghai Group is like a catalyst, accelerating the development of new energy vehicles in advance. It is estimated that in 2015, the market share of domestic new energy vehicles will reach 10%, and by 2017, it will reach 20%.
Even if it is 10% of the volume in 2015, according to the total sales volume of automobiles in 2015, the number of new energy vehicles is 2 million, which is much higher than the 331,100 in later generations.
Taking into account the leadership of Huaguo's new energy vehicles, the export volume of this world will also increase greatly. It is estimated that the total global sales of Huaguo's new energy vehicles can reach the level of three or four million units.
According to the average configuration of 80 kWh of electricity for each new energy vehicle, in 2015, the market size of lithium batteries was 100 billion yuan.
Among them, the market size of lithium carbonate is 20 billion to 30 billion yuan (lithium carbonate accounts for about 10-15% of the total cost of lithium battery packs). Lithium carbonate comes from lithium ore. Considering the cost of mining and processing, the original lithium ore The cost is less than billions of dollars.
If the market share of new energy vehicles reaches more than 50%, then the market size of lithium batteries is hundreds of billions.
But we know that mineral resources are not developed all at once, but are developed slowly, perhaps decades.
In this way, if you want to occupy resources, you need a lot of money.
It takes a lot of money to control the entire ecological chain of new energy vehicles.
"That's ok, I'll go back to the meeting to discuss." Li Shufu nodded, Xinghai Group has the world's advanced technology and makes money, so it's nothing to ask for cooperation in a low-profile manner.
Now I am only optimistic about the prospects. Li Shufu probably understands what Muyang said. He said that by the end of the year, it is estimated that it depends on how the Hummer EV sells.
If it sells well, it means that the new energy vehicle market is very good. Of course, if you re-enter the market at this time, the cost will definitely be much higher.
If sales are not good, Zheli Group also has less investment risk.
Next, Mu Yang and Li Shufu had afternoon tea and had a casual dinner before returning to the hotel.
Mu Yang wanted to find a professional manager to be responsible for the development of lithium batteries. This person was Zeng Qun of the Ningde era.
Ningde Times, a new energy vehicle battery supplier in later generations, is the largest listed company on the Huaguo Growth Enterprise Market and a global lithium battery leader. In a sense, it represents the future of Huaguo's new energy industry chain.
At the beginning of the listing in 2018, the stock price of Ningde Times was only 25.14 yuan per share, but by 2021, the share price of Ningde Times has soared to 692 yuan per share, and its total market value is only behind Moutai and a commercial bank, ranking in A shares. third weight.
In 2021, the market share of new energy vehicles has not yet reached 16% in 2022.
But no matter how the stock price fluctuates later, the market value of the Ningde era after 2021 is still more than one trillion yuan.
At this time, Zeng Qun and his partners had just founded Ningde Times New Energy Technology Co., Ltd. in December 2011, which was just starting.
New energy vehicles have just started.
That is to say, if Muyang develops the same lithium battery industry, it is possible to have a listed company with a market value of one trillion yuan in a few years.
Of course, this is only a possibility!
The rising stock market in the later era of Ningde has a lot to do with China's carbon neutral policy background.
In 2020, China officially proposed the strategic goals of carbon peaking by 2030 and carbon neutrality by 2060.
This year, the new energy industry chain related to carbon peaking and carbon neutrality (including new energy vehicles, lithium batteries, hydrogen batteries, solar photovoltaics, etc.) has become the most dazzling pearl in the entire capital market.
Coupled with the order cooperation with Tesla, this is one of the reasons why the stock of Ningde Times has skyrocketed.
Muyang knows the development prospects of new energy vehicles in the future, and he can speed up the development of new energy vehicles around the world.
In this lifetime, Mu Yang did not want Tesla to rise.
Unless Xinghai Group has a stake and is a major shareholder, it is meaningless to become a shareholder. He would rather support another car company to kill Tesla.
At this time, Tesla, before making a profit, was snatched by the Xinghai Group from various first places in the previous life, and the development of this life is much more difficult.
If Xinghai Group does not supply it with ternary lithium batteries, Tesla can of course purchase from other lithium battery suppliers, and the competitiveness of Tesla vehicles will be much worse.
However, it is not so easy for Mu Yang to pull Zengqun into the pit.
Zeng Qun and his team founded New Energy Technology Co., Ltd. in 1999, but in 2005, this company was acquired by foreign capital from the island country for 100% of the shares for 100 million US dollars. RI-owned holding company.
In 2011, the scale of the new energy bus market has begun to emerge. Due to national regulations, wholly foreign-owned enterprises cannot produce power batteries, and the original company is a 100% foreign-owned enterprise, so it is impossible to produce power batteries. Therefore, Zeng Qun and his team created another company, Ningde Times.
The Ningde era is his second venture. He is an ambitious person, and Mu Yang may not be able to conquer it.
But the current situation of lithium batteries is like this. The technology of Xinghai Group occupies an absolute leading position, and there is no shortage of funds. It is impossible for the Ningde era to develop in this life.
Not only Ningde Times, but also other lithium battery suppliers, as well as Yadi, are facing severe challenges.
Muyang never thought to bring down Yadi and reject the development of lithium iron phosphate batteries.
For the lithium battery company that is going to be established independently, Muyang will also let Yadi enter the game, depending on whether Wang Chuanfu is willing.
Muyang intends to let all domestic car companies sell the shares of lithium battery companies according to their production capacity and sales. Simply put, the stronger the strength, the more shares they can buy.
The battery factory currently under construction by the company can only meet the lithium battery needs of the Hummer EV. Muyang also asked Yang Nian to acquire some shares of the lithium mining company. The investment in the factory and the acquisition of shares have cost more than one billion yuan.
But it is far from enough. Muyang plans to invest more funds, build more factories, and acquire lithium ore resources. The total investment scale should reach 10 billion yuan.
When it reaches that size, it will raise at least 10 billion yuan from various car companies and consortiums. Before listing, Xinghai Group will guarantee at least 70% of the controlling stake Meet the three-year profit requirement of domestic listed companies, and refinance , and will be listed after 2015.
Xinghai Group invested 10 billion yuan and owns a listed company with a future market value of more than 1 trillion yuan.
The technology is in the hands of Xinghai Group, and there is no need to worry about any changes in the lithium battery company.
That night, Mu Yang slept a sweet dream.
But Zeng Qun, who was in his era, had a nightmare.
In order to expand the company's business, Zeng Qun made a special trip to the Shanghai Auto Show. He also saw Xinghai Group's Hummer EV and Xinghai Group's ternary lithium battery parameters. He was in a bad state.
Today, Xinghai Group is also optimistic about the field of ternary lithium batteries that he is optimistic about, and has developed a Niubi ternary lithium battery, which has a technical level that beats its peers.
He didn't know how the road in the future would go, and the road was blocked.
As a high-tech enterprise, Xinghai Group must have applied for a large number of ternary lithium battery technology patents. It would be impossible to develop a better ternary lithium battery by bypassing other people's patents.
Buying other people's patents is impossible, Xinghai Group will not sell it, it depends on whether the other party is willing to authorize it.
Zeng Qun stayed up all night, and the second day was also the third day of the auto show.
At noon, he had lunch in the hotel lobby. When he left, he met someone he had to see, but he didn't want to see. In the end, after hesitating for a while, he hurried to the door to say hello.
"Mr. Mu, hello, I didn't expect to meet you here."
"็ Hello Who are you?"
Mu Yang looked at the bald man in front of him, feeling a little familiar, but couldn't remember who he was.
People who can stay in this star-rated hotel are not very short of money, but this hotel is not top-notch. Muyang feels that the hotel is close to the auto show center, and there is no need to stay in the presidential suite of a top-level hotel.
If you intend to enter the new energy vehicle industry, you can make arrangements in advance, and we can cooperate on ternary lithium batteries and motors. "Mu Yang won't let them in so easily.
When is it more appropriate to let peers in?
When Xinghai Group's Hummer EV is sold out, car companies can see the prospect of new energy vehicles. They want to enter the new energy vehicle industry, and they will wave their banknotes and ask to enter the lithium battery industry.
Moreover, Xinghai Group first built the basic plate of the ternary lithium battery, so that Xinghai Group has a greater right to speak.
Then, at that time, the preconceived Xinghai Group, with the world's top ternary lithium battery technology and motor technology, will occupy an absolute dominant position.
Now Xinghai Group has no shortage of funds, and can increase investment in ternary lithium batteries, with an annual production capacity of at least 10GWh of ternary lithium batteries (if it is 100,000 sets of battery packs), and has certain lithium ore resources, An ecological chain will be formed.
At that time, Xinghai Group will develop lithium battery technology and production lines, plus certain resources, to attract various car companies and resourceful consortia to enter the market, and then go public to make money to occupy the global lithium mine resources.
Of course, Muyang can't be too extreme, at least let the partners make money, win-win results can form a group, and they can stand on the side of Xinghai Group.
How big is the market size of this lithium battery and lithium mine?
Mu Yang probably calculated that Xinghai Group would take up too much capital to monopolize this market, and it is unnecessary. What he needs is not only money, but the right to speak in this market.
According to the total sales volume of passenger cars of 21.5 million in 2021, the sales of new energy vehicles in the future will be 3.55 million, and the market share has reached 16.5%.
Now Xinghai Group is like a catalyst, accelerating the development of new energy vehicles in advance. It is estimated that in 2015, the market share of domestic new energy vehicles will reach 10%, and by 2017, it will reach 20%.
Even if it is 10% of the volume in 2015, according to the total sales volume of automobiles in 2015, the number of new energy vehicles is 2 million, which is much higher than the 331,100 in later generations.
Taking into account the leadership of Huaguo's new energy vehicles, the export volume of this world will also increase greatly. It is estimated that the total global sales of Huaguo's new energy vehicles can reach the level of three or four million units.
According to the average configuration of 80 kWh of electricity for each new energy vehicle, in 2015, the market size of lithium batteries was 100 billion yuan.
Among them, the market size of lithium carbonate is 20 billion to 30 billion yuan (lithium carbonate accounts for about 10-15% of the total cost of lithium battery packs). Lithium carbonate comes from lithium ore. Considering the cost of mining and processing, the original lithium ore The cost is less than billions of dollars.
If the market share of new energy vehicles reaches more than 50%, then the market size of lithium batteries is hundreds of billions.
But we know that mineral resources are not developed all at once, but are developed slowly, perhaps decades.
In this way, if you want to occupy resources, you need a lot of money.
It takes a lot of money to control the entire ecological chain of new energy vehicles.
"That's ok, I'll go back to the meeting to discuss." Li Shufu nodded, Xinghai Group has the world's advanced technology and makes money, so it's nothing to ask for cooperation in a low-profile manner.
Now I am only optimistic about the prospects. Li Shufu probably understands what Muyang said. He said that by the end of the year, it is estimated that it depends on how the Hummer EV sells.
If it sells well, it means that the new energy vehicle market is very good. Of course, if you re-enter the market at this time, the cost will definitely be much higher.
If sales are not good, Zheli Group also has less investment risk.
Next, Mu Yang and Li Shufu had afternoon tea and had a casual dinner before returning to the hotel.
Mu Yang wanted to find a professional manager to be responsible for the development of lithium batteries. This person was Zeng Qun of the Ningde era.
Ningde Times, a new energy vehicle battery supplier in later generations, is the largest listed company on the Huaguo Growth Enterprise Market and a global lithium battery leader. In a sense, it represents the future of Huaguo's new energy industry chain.
At the beginning of the listing in 2018, the stock price of Ningde Times was only 25.14 yuan per share, but by 2021, the share price of Ningde Times has soared to 692 yuan per share, and its total market value is only behind Moutai and a commercial bank, ranking in A shares. third weight.
In 2021, the market share of new energy vehicles has not yet reached 16% in 2022.
But no matter how the stock price fluctuates later, the market value of the Ningde era after 2021 is still more than one trillion yuan.
At this time, Zeng Qun and his partners had just founded Ningde Times New Energy Technology Co., Ltd. in December 2011, which was just starting.
New energy vehicles have just started.
That is to say, if Muyang develops the same lithium battery industry, it is possible to have a listed company with a market value of one trillion yuan in a few years.
Of course, this is only a possibility!
The rising stock market in the later era of Ningde has a lot to do with China's carbon neutral policy background.
In 2020, China officially proposed the strategic goals of carbon peaking by 2030 and carbon neutrality by 2060.
This year, the new energy industry chain related to carbon peaking and carbon neutrality (including new energy vehicles, lithium batteries, hydrogen batteries, solar photovoltaics, etc.) has become the most dazzling pearl in the entire capital market.
Coupled with the order cooperation with Tesla, this is one of the reasons why the stock of Ningde Times has skyrocketed.
Muyang knows the development prospects of new energy vehicles in the future, and he can speed up the development of new energy vehicles around the world.
In this lifetime, Mu Yang did not want Tesla to rise.
Unless Xinghai Group has a stake and is a major shareholder, it is meaningless to become a shareholder. He would rather support another car company to kill Tesla.
At this time, Tesla, before making a profit, was snatched by the Xinghai Group from various first places in the previous life, and the development of this life is much more difficult.
If Xinghai Group does not supply it with ternary lithium batteries, Tesla can of course purchase from other lithium battery suppliers, and the competitiveness of Tesla vehicles will be much worse.
However, it is not so easy for Mu Yang to pull Zengqun into the pit.
Zeng Qun and his team founded New Energy Technology Co., Ltd. in 1999, but in 2005, this company was acquired by foreign capital from the island country for 100% of the shares for 100 million US dollars. RI-owned holding company.
In 2011, the scale of the new energy bus market has begun to emerge. Due to national regulations, wholly foreign-owned enterprises cannot produce power batteries, and the original company is a 100% foreign-owned enterprise, so it is impossible to produce power batteries. Therefore, Zeng Qun and his team created another company, Ningde Times.
The Ningde era is his second venture. He is an ambitious person, and Mu Yang may not be able to conquer it.
But the current situation of lithium batteries is like this. The technology of Xinghai Group occupies an absolute leading position, and there is no shortage of funds. It is impossible for the Ningde era to develop in this life.
Not only Ningde Times, but also other lithium battery suppliers, as well as Yadi, are facing severe challenges.
Muyang never thought to bring down Yadi and reject the development of lithium iron phosphate batteries.
For the lithium battery company that is going to be established independently, Muyang will also let Yadi enter the game, depending on whether Wang Chuanfu is willing.
Muyang intends to let all domestic car companies sell the shares of lithium battery companies according to their production capacity and sales. Simply put, the stronger the strength, the more shares they can buy.
The battery factory currently under construction by the company can only meet the lithium battery needs of the Hummer EV. Muyang also asked Yang Nian to acquire some shares of the lithium mining company. The investment in the factory and the acquisition of shares have cost more than one billion yuan.
But it is far from enough. Muyang plans to invest more funds, build more factories, and acquire lithium ore resources. The total investment scale should reach 10 billion yuan.
When it reaches that size, it will raise at least 10 billion yuan from various car companies and consortiums. Before listing, Xinghai Group will guarantee at least 70% of the controlling stake Meet the three-year profit requirement of domestic listed companies, and refinance , and will be listed after 2015.
Xinghai Group invested 10 billion yuan and owns a listed company with a future market value of more than 1 trillion yuan.
The technology is in the hands of Xinghai Group, and there is no need to worry about any changes in the lithium battery company.
That night, Mu Yang slept a sweet dream.
But Zeng Qun, who was in his era, had a nightmare.
In order to expand the company's business, Zeng Qun made a special trip to the Shanghai Auto Show. He also saw Xinghai Group's Hummer EV and Xinghai Group's ternary lithium battery parameters. He was in a bad state.
Today, Xinghai Group is also optimistic about the field of ternary lithium batteries that he is optimistic about, and has developed a Niubi ternary lithium battery, which has a technical level that beats its peers.
He didn't know how the road in the future would go, and the road was blocked.
As a high-tech enterprise, Xinghai Group must have applied for a large number of ternary lithium battery technology patents. It would be impossible to develop a better ternary lithium battery by bypassing other people's patents.
Buying other people's patents is impossible, Xinghai Group will not sell it, it depends on whether the other party is willing to authorize it.
Zeng Qun stayed up all night, and the second day was also the third day of the auto show.
At noon, he had lunch in the hotel lobby. When he left, he met someone he had to see, but he didn't want to see. In the end, after hesitating for a while, he hurried to the door to say hello.
"Mr. Mu, hello, I didn't expect to meet you here."
"็ Hello Who are you?"
Mu Yang looked at the bald man in front of him, feeling a little familiar, but couldn't remember who he was.
People who can stay in this star-rated hotel are not very short of money, but this hotel is not top-notch. Muyang feels that the hotel is close to the auto show center, and there is no need to stay in the presidential suite of a top-level hotel.
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