Home > News content

Guoxuan High-tech is signed a 6-year long list with a US listed bus company?

via:21世纪经济报道     time:2021/12/20 23:05:23     readed:111

21st century economic report reporter Han Xun Shanghai report

At 7:51 am on December 20, Guoxuan Quanke (002074.sz) released the "Announcement on the Signed Strategic Supply and Localization Agreement on Overseas Subsidiaries": Company Overseas Full Gangshun Company Gotion, Inc. (Hereinafter referred to as "United States" Guo Xuan ") is a supplier of a large listed mutant in the United States.

In order to further deepen cooperation, US Guoxuan and the US Customer have recently signed "Stratego Supply and Localization Agreement" (ie "Strategic Supply and Localization Agreement", hereinafter referred to as "this Agreement"), the two sides hope to lithium iron phosphate battery ( The supply and procurement of "LFP batteries") will be strategically cooperated.

According to data, Guoxuan Gaoke was established in 2006 and began to produce lithium iron phosphate batteries in 2007, mainly engaged in R & D, production and sales of dynamic lithium batteries and output equipment. In the domestic market, Guoxuan's high school is second only to Ningde Times, BYD's power battery companies.

ENG securities research report pointed out that due to the promotion of energy density, high security and low cost, the lithium iron phosphate battery gradually entered the high-end passenger car market, and the lithium iron phosphate battery market will help the National High-tech enter the medium and high-end passenger cars.

US National Xuan should agree on this Agreement, according to the supply agreement with the US customer has signed or proposed, in 2023 to 2028, to ensure the number of batteries needed to meet the customer.The customer expects the total amount of battery procurement not less than 200GWH during the demand. US Guoxuan agrees to meet the customer's battery procurement needs through consultation with the distribution of companies in China or new capacity and new production capacity in the United States.

At the same time, the US customers will support the construction costs required by US Guoxuan's local construction plant in the United States. The above advance payment can be used for the payment of the goods to deduct or joint venture, and the remainder is repayed by the US Guoxuan in accordance with the agreement.

According to the announcement of Guoxuan's high-class, on the one hand, based on the needs of the US customers, Guoxuan High Society will export LFP batteries through the China Mainland battery production base; on the other hand, the two parties plans to produce and supply LFP batteries and discussions. The possibility of establishing a joint venture company in the future.The above LFP batteries will be used in electric vehicles and other applications in the US and global markets.

Therefore, the secondary transactions involve conservative trade secrets, and the National High Text does not disclose the basic situation of the trading opponent, product information. One thing is worth noting, During 2018 - 2020, Naguan did not have traded with the American customers.

Guoxuan Haoke said that "This Agreement will have a great positive impact on the business performance of the company's future related year, which has little effect on the company's 2021 operating results."

"Tesla?" Asked an investor asked in the State Gaojiao.

In the past announcement, Guoxuan's high science seems to have not yet given Tesla, but because the public has become a shareholder of Guoxuan's high school, it can give Tesla or a problem.

However, October 20 this year, Tesla said that the company's American factory and the future European factory produced two standard contingent ended cars are gradually adjusting to the lithium iron phosphate battery, and the adjustment range involves the global market. It is expected that the future is expected The annual standard contingency version of the car delivery capacity CAGR is 50%.

Guojin Securities believes that the lithium iron phosphate battery is more safety and stability of ternary lithium battery, the cost is lower, Tesla increases lithium iron phosphate battery, which is expected to continue to pull the lithium iron phosphate battery in the new energy vehicle. Permeability It is expected that China's phosphate material enterprise orders remain rapidly.

So, is the US customer of Guoxuan's high school? Is it Tesla? Everything will wait and see.

translate engine: Google

China IT News APP

Download China IT News APP

Please rate this news

The average score will be displayed after you score.

Post comment

Do not see clearly? Click for a new code.

User comments