Sunwoda plans to build a 30GWh power battery production base, with a total investment of about 12 bi

Mondo Cars Updated on 2024-02-05

On September 14, 2022, Sunwoda (300207SZ) issued an announcement on the subsidiary's intention to sign the "Yichang Project Investment Agreement" with the people of Yichang City**. According to the announcement, Sunwoda Electronics Co., Ltd. *** hereinafter referred to as "Sunwoda" or "the Company") held the 33rd (provisional) meeting of the fifth board of directors and the 33rd meeting of the fifth board of supervisors on June 17, 2022, and deliberated and approved the "Proposal on the Joint Investment and Establishment of a Joint Venture Company between Subsidiaries and Dongfeng Group and Dongfeng Hongtai", with a registered capital of RMB 50,000 and an equity structure as follows: Sunwoda Electric Vehicle Battery*** hereinafter referred to as "Sunwoda Automotive Battery". accounting for 51% of the registered capital of the joint venture; Dongfeng Motor Group Co., Ltd. (hereinafter referred to as "Dongfeng Group") accounts for 35% of the registered capital of the joint venture; Dongfeng Hongtai Holding Group (hereinafter referred to as "Dongfeng Hongtai") accounts for 14% of the registered capital of the joint venture. The joint venture company is still in the process of being established, and for specific information, please refer to the "Announcement on the Joint Investment and Establishment of a Joint Venture Company by Subsidiaries, Dongfeng Group and Dongfeng Hongtai" disclosed by the company on Juchao Information Network on June 17, 2022.

On September 14, 2022, Sunwoda held the 40th meeting of the 5th Board of Directors and the 40th meeting of the 5th Board of Supervisors, and deliberated and passed the "Proposal on the Subsidiary to Sign the Yichang Project Investment Agreement with the People's of Yichang City", and agreed that Sunwoda's subsidiary Sunwoda Automotive Battery, together with Dongfeng Group and Dongfeng Hongtai, will invest in the construction of the "Sunwoda Dongfeng Yichang Power Battery Production Base Project" (hereinafter referred to as "Yichang Power Project" or "Project") in the jurisdiction of the people of Yichang City. The project will be implemented by a joint venture company jointly invested by Sunwoda Automotive Battery, Dongfeng Group and Dongfeng Hongtai. As of the date of this announcement, Sunwoda Automotive Battery intends to sign the "Sunwoda Dongfeng Yichang Power Battery Production Base Project Investment Agreement" (hereinafter referred to as the "Yichang Project Investment Agreement") with the people of Yichang City**, Dongfeng Group and Dongfeng Hongtai, which is mainly engaged in the research and development, design, production and sales of power battery cells, modules, packs and battery systems.

The total planned investment of the project is about 12 billion yuan, and the construction of a 30GWh power battery production base is planned: the project is implemented in two phases, with an investment of about 8 billion yuan in the first phase, and a 20GWh power battery project is planned to be built; The second phase will invest about 4 billion yuan and plan to build a 10GWh power battery project.

According to the "Shenzhen Stock Exchange GEM Listing Rules (2020 Revision)" (hereinafter referred to as the "Listing Rules"), the Articles of Association of Sunwoda Electronics Shares, the Management System for Foreign Investment of Sunwoda Electronics Shares and other relevant systems, the above transactions do not constitute connected transactions. After the transaction is deliberated and approved by the board of directors of the company, it still needs to be submitted to the general meeting of shareholders for deliberation. This transaction does not constitute a major asset restructuring as stipulated in the Administrative Measures for the Material Asset Restructuring of Listed Companies, and does not need to be approved by the relevant departments. According to the company, the "Yichang Power Project" carried out by Sunwoda Automotive Battery in the jurisdiction of the People's Government of Yichang City is to invest in the production of power battery cells, modules, packs and battery systems and other products, which is conducive to further expanding the company's power battery production capacity, optimizing the company's industrial structure, improving the industrial layout, further enhancing the comprehensive competitiveness of the company and Sunwoda Automotive Battery, and meeting the needs of the company's new energy business development and market expansion. The funds of this transaction are self-raised by the company, and this transaction will not adversely affect the normal operation of the company, and there is no harm to the interests of the company and the company's shareholders.

The risks of this outbound investment are as follows:

1. The construction land auction and transaction land price involved in the construction of this project have not yet been implemented, and there is still uncertainty about whether the follow-up progress will be smooth or not. 2. After the project is put into construction, affected by factors such as macroeconomy, industry policies, and changes in the market environment, there may be risks such as failure to complete the construction on schedule and fail to achieve the expected returns.

3. The planned investment amount of this project is large, and the final actual investment amount is uncertain, and there is a risk that the cooperative project cannot be invested and completed on schedule due to factors such as tight funds. The company will pay close attention to the follow-up progress of this project, control risks in a timely manner, and ensure the safety and income of the company's investment. Investors are advised to invest rationally and pay attention to investment risks.

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