Chuan Citic Guoan Group investment 18 billion perfect lithium battery industry chain

September 2, 2010, because of the rise of electric cars one night famous lithium battery plate again, in Tibet Mining, Kane shares Lian Yu trading under the protection, Citic security volume Rose 7.7%.　　In fact, because of the "lithium battery" concept plus body, Citic Guoan in the past 35 trading days out of a round of mammoth market, as of September 2, 2010, Citic Guoan cumulative gain reached 42.5%, far ahead of the same period of gains.　　The value is to note that, in the Citic Guoan this round of quotes, the public is filled with listed companies to spend huge sums to improve the theory of lithium batteries. And this reporter also learned from the authoritative channels, Citic Guoan Group is ready to join hands with Citic Guoan jointly invest 18 billion yuan to perfect lithium battery industry's entire upstream and downstream industry chain.　　This reporter September 2, 2010 afternoon to call Citic National security verification, its phone has been no answer.　　Perfect lithium battery upstream and downstream? A person close to Citic Guoan said that the 18 billion yuan investment, which Citic Guoan's huge investment will be mainly to the lithium battery closely related to two subsidiaries-holding 99.375% of Qinghai Guoan Technology Development Company (hereinafter referred to as Qinghai Guoan) and holding 90%　　Subsidiary of Citic Guoan Power Supply Co., Ltd. (hereinafter referred to Citic Pacific) under the lithium battery-related projects. Qinghai Guoan also seems to have strong capital needs.　　In addition, Qinghai National security is currently actively striving for Dongtai Dongtaijinaier Lake and a Li ping Salt Lake rights, once the right to win, and the need for a large number of funds into the follow-up infrastructure. "Compared with the domestic companies involved in the lithium industry, Citic Guoan has the status of the national team, this is an advantage, coupled with it in the entire industrial chain of lithium battery layout is more complete, so the huge sums of money to hit the lithium battery industry, will be possible to let Citic Guoan in the chaos in the killing, in the lithium battery industry to occupy an absolute advantage.　　"People close to Citic Guoan said. Holding the mineral resources can undoubtedly preempt the tempo.　　With the West Taiwan Dongtaijinaier Salt Lake Exclusive rights, Qinghai National security has mastered the rich lithium resources, if further down Dongtai Dongtaijinaier Lake and a Li ping Salt Lake, lithium resources will be a higher level of reserves. "Lithium carbonate is an important raw material for lithium batteries, and the Qinghai national security is extracting potash from salt lakes and making lithium carbonate." It may be that there are some minor problems in the process, resulting in the company's annual production of lithium carbonate has reached less than 20,000 tons. "China's long-term tracking Citic Guoan securities brokerage researcher said.　　But even so, Qinghai Guoan has produced 5000 tons of lithium carbonate in 2009, and its Salt Lake has the highest lithium production in the country. In addition to holding rich lithium resources, middle midstream battery material also includes cathode material, anode material, electrolyte, diaphragm four part, the broker researcher said, Citic Guoan's Citic Alliance is now mainly to do cathode material this piece, "This is the most profitable lithium batteries." According to public information, Citic Pacific is the largest manufacturer of lithium cobalt oxide and lithium manganese dioxide, the most important cathode material in China.The product occupies 40% of the domestic market share of cobalt acid lithium.　　As for downstream products, Citic Guoan is slightly inferior.　　However, in September 2009, Citic Guoan said it had signed a letter of intent with Japan's Toyota Trading Company, which agreed to further explore the joint production and sale of battery-grade lithium carbonate batteries and its downstream new energy industry products.　　Targeted additional fundraising speculation as a member of the new energy concept stocks, Citic Guoan in the two-tier market is hot, this from the amount of financing margin can be seen. According to the data released by the Shanghai and Shenzhen Stock Exchange, since entering late August, Citic Guoan has repeatedly appeared in the financing to buy the list, of which August 31, Citic Guoan to 42.5594 million yuan to buy the amount of financing to become the most sought after the Shanghai and Shenzhen varieties.　　And on September 1, Citic Guoan again appeared 12.19 million Yuan financing buy, its financing balance reached 125 million yuan.　　In addition to the "lithium battery" concept plus body, the market funds seem to be lurking waiting for that a heavy pound good arrival-Citic Guoan will join hands with Citic Guoan group for 18 billion yuan, fully improve the lithium battery industry up and down tour.　　As for Citic Guoan's contribution to the 18 billion yuan accounted for how much of the proportion, has not been accurate information, but the rumor is that the data, Citic Guoan investment will be around 3 billion yuan. "In accordance with current financial indicators, Citic Guoan must find ways to raise these 3 billion yuan."　　A person close to Citic Guoan said.　　According to Citic Guoan 2010-Year report, its account of the money is only 1.095 billion yuan, there are nearly 2 billion yuan Gap, and the company's operating activities and fund-raising activities in the first half of this year net outflow of funds of more than 600 million yuan, only investment activities generated 1.38 million yuan net cash inflow.　　As of June 30, 2010, Citic Guoan total assets of 10.668 billion yuan, the total liabilities of 4.774 billion yuan, once the full debt to the bank, this will let its balance sheet from the previous 44.75% to 56.87%, add billions of dollars in financial costs.　　Obviously, it is more realistic to raise funds through directional additional issue. and turns on the strength of the market is also for CITIC National security to create a "good issue of additional conditions." Large intelligence data show that Citic Guoan in August 6, 2010-September 2 of the 20 trading days of the weighted average price of 13.33 yuan/share, 90 percent down to 11.99 yuan/share, more than two-level market now 14.82 yuan/shares have nearly 20% discount, everything seems to have been ready.