Citic Guoan: Lithium layout without lithium performance

5 Floor, Guoan Building, No. 1th, Kanto Store North Street, Chaoyang District, Beijing, from Citic's "CITIC" red logo reflects Citic Guoan (000839) prominent background.　　Relatively speaking, the company positive "Citic Guoan Information Industry Co., Ltd." 14 words are not conspicuous. On the afternoon of September 7, 2010, a medium-sized meeting room on the left side of the company's main entrance was more interesting. The entrance to the conference room is lined with a number of brown suitcases. A staff member of Citic Guoan told reporters: "The company is now busy the top priority is the audit." "Between 2 o'clock in the afternoon and 3 on the same day, many self-proclaimed" auditor "staff hurried and hurried away with a brown suitcase. An auditor told reporters that he was a staff member of the Kyoto day-China accounting firm, "bringing the data back in the box is an audit of the company." "Shortly before August 21, Citic Guoan has disclosed semi-annual reports.　　At this point in the moment, its designated law firm Kyoto Tianyi Audit, it is inevitable that the Citic Guoan before the surge of the directional issue of additional rumors. An investment bank from the private sector to the reporter analysis that: "Relative to the annual report, the enterprise is not required to audit, if the audit has a variety of specific reasons, such as the proposed in the second half of the issue, the issuance of new shares and convertible bonds, in half a year to draw dividends dividend, Provident Fund to increase equity or make up the cumulative loss plan and will be implemented in the second half of the situation.　　"However, in the view of the person, including the directional issue of additional financing is the most common, and from the specific situation of Citic Guoan, the possibility of implementing directional additional placement is very high." Reporter on September 9 with Citic Guoan Dong Liao contact, for the company in this time audit work with the company directed additional issue, Liao said: "There is no need to answer."　　"Prior to the capital market, Citic Guoan as a rush to the concept of lithium battery was fried, the share price jumped 50% between two months." "Listed companies, only the Tibetan mining and Citic Guoan have lithium resources, which is the upstream battery material; Citic Guoan's Citic Alliance is mainly to do with the anode material, which is the middle reaches of lithium batteries, but the downstream side, but Citic Guoan's short board.　　Yu Dingheng, the general manager of the Tiger investment and many analysts, thinks the lithium-ion battery concept of the unit is quite authentic. Public information shows that Citic Guoan's Citic Guoan power supply (accounted for 90%) occupies the domestic market share of lithium cobalt acid products 40%, at the same time is the only large-scale production of power lithium ion two times battery manufacturers, is currently the largest lithium battery cathode materials cobalt acid lithium and lithium manganese manufacturer.　　In addition, Citic Guoan in Qinghai Citic Guoan Technology Development Co., Ltd. shareholding ratio of 99.4%, the company has the West Taiwan Dongtaijinaier Salt Lake exclusive rights. Yu Dingheng also pointed out that "the company's industrial layout is very good, but has not been how to performance." "Similarly, the company'sYuan Securities analyst Zhangxiaohui also said in an interview, the company in the production of lithium carbonate has some technical problems, which in the industry everyone's views tend to coincide. "During the research, the company has no clear development plan for lithium batteries, so for this company I am more optimistic for a long time, but it will be big or a lot of uncertainty."　　"Q= Huaxia Financial a= Citic Guoan Liao Q: The company in the report after the audit, whether with the directional issue of additional matters?"　　A: There is no need to answer this question.　　Q: Although the company has lithium resources, but the production capacity of lithium carbonate has not been released, for what reason?　　A: This is not only a technical problem, which is related to the market, if the production capacity of all released, will cause market impact, and in this area, Citic Guoan has done the market first.　　Q: A lot of people outside the company is very optimistic about the lithium battery project, the company now the business development status? A: The development of lithium-ion battery project from the company's semi-annual report data can be seen, the proportion of the company's profit is very small. Lithium Battery Company mainly to do is the cathode material, lithium battery products, but very small.　　The market recently the concept of lithium batteries is very hot, the company does not want to become hype object. (Yang Zhouqing)