Unyaka omusha uyasondela, futhi i-BAK Battery, ehileleke ezimbotsheni ezimbili ezimnyama zezikweletu ze-Zotye ne-Huatai, isenamacala amabili okulwa.
I-Future Auto Daily (ID: isikhathi esizenzakalelayo) ithole ukuthi ngoDisemba 19, isigameko sesibili secala lesikweletu phakathi kwe-BAK Battery ne-Huatai Automobile savulwa ngokusemthethweni, kanye nokuqulwa kwamacala ahlobene ne-Zotye Automobile (000980, Stock Bar) nakho kusaqhubeka.Amadokhumenti ahambisanayo ecala abonisa ukuthi icala lesikweletu phakathi kwe-BAK Battery ne-Zotye Automobile lalihilela inani eliphelele lama-yuan ayizigidi ezingu-616, kuyilapho i-Huatai Automobile yehluleka ukukhokha i-yuan eyizigidi ezingu-263 kanye nenzalo.
"I-BAK ingaba yinkampani embi kakhulu kulo nyaka."Umuntu ongaphakathi oseduze ne-BAK Battery utshele i-Future Auto Daily.Lesi sikweletu esicishe sibe izigidi ezingu-900 sidonsele ibhethri le-BAK obishini futhi sabangela ukusabela okulandelanayo.
Ekuqaleni kukaNovemba, i-Hanke Technology (688006, Stock Bar), i-Rongbai Technology (688005, Stock Bar), i-Dangsheng Technology (300073, Stock Bar) nabanye abahlinzeki abaningi abakhuphuka nomfula be-BAK Batteries bakhiphe imibiko kuma-akhawunti ebhethri e-BAK atholakalayo.Isimemezelo sesexwayiso sobungozi.Ngokwezibalo ezingaphelele ezivela ku-Future Auto Daily, abahlinzeki abakhuphuka nomfula bamabhethri e-BAK okwamanje banemibandela yezikweletu ezimbi ezedlula ama-yuan ayizigidi ezingu-500.
Imboni yebhethri lamandla, eyake yathathwa njengendawo eshisayo, yavele yehla njengewa.Ebusika obubandayo "bokwehla okuhlanu okulandelanayo" ekuthengisweni kwezimoto ezintsha zamandla, izinkampani ezikhuphuka nomfula ezingaphansi kwawo wonke uchungechunge lwezimboni zisengozini.
Asikho isikhathi sokubuyisa isikweletu sika-900 million
Ibhethri ye-BAK, “eyahudulelwa phansi” abakhiqizi ababili abakhulu bezinjini, ibe nezimpawu eziyisixwayiso zenhlekelele.
Abantu abasondelene nebhethri le-BAK baveze ku-Future Auto Daily (ID: isikhathi esizenzakalelayo) ukuthi i-BAK Battery yafinyelela isivumelwano sokuhlinzeka nge-Zotye Motors ngo-2016, futhi eyakamuva yakhokha Ibhethri le-BAK ngezitolimende eziningi.Nokho, njengoba inkokhelo yokuqala yenziwa ngo-2017, uZotye waqala ukungakhokhi ngenxa yokushoda kwemali.Ngaleso sikhathi, uZotye ubelokhu ethembisa ngokuphindaphindiwe isikhathi sokukhokha, kodwa akukho nesisodwa esifezekile.Kusukela maphakathi no-2019, uZotye waqala "ukunyamalala".
Ngo-Agasti 2019, i-BAK Battery neZotye Automobile zaya enkantolo.UZotye uzwakalise ukuzimisela kwakhe ukubuyisana wabe esesayina isivumelwano ne-BAK Battery.Kodwa-ke, ngemuva kokuhoxiswa kwecala, i-BAK Battery ayizange iyithole inkokhelo njengoba yayithenjisiwe.NgoSepthemba, iBAK Battery yafaka uZotye icala lesibili, elizoqulwa enkantolo ngoDisemba 30.
Ngokubheka ulwazi oludalulwe yi-BAK Battery, ukungqubuzana phakathi kwezinhlangothi zombili kudaluliwe.Ibhethri le-BAK lidalule ku-Future Auto Daily (ID: isikhathi esizenzakalelayo) ukuthi inkampani isifake isicelo enkantolo sokuthi kumiswe impahla kaZotye engaphezu kwama-yuan ayizigidi ezingu-40, kanti uZotye uqinisekiswa yizinkampani eziningi ezisilele emuva.Omunye ongaphakathi ngebhethri le-BAK uthe, “Isimo sengqondo sikaZotyy sokukhokha sihle kakhulu, futhi umholi kahulumeni wendawo obhekene nokuhlenga uZotye uphinde waveza ukuthi kuzobeka phambili ukweseka uZotye ekukhokheleni isikweletu sika-BAK.”
Nginombono omuhle, kodwa namanje akukacaci ukuthi ngingakwazi yini ukuyibuyisela.Phela lemali ayincane kuZotye.
Kusukela ngomhlaka-10 Julayi 2019, uZotye ubengakhokhi i-yuan eyizigidi ezingu-545.Ibhethri le-BAK liphinde ladinga i-Zotye Automobile nezinkampani ezingaphansi kwayo ukuthi ikhokhe umonakalo osuliwe we-yuan engaba yizigidi ezingu-71 ngezinkokhelo ezidlulelwe yisikhathi, ezihlanganisa ama-yuan ayizigidi ezingu-616.
Akubanga khona inqubekelaphambili ekuqoqweni kwezikweletu ngu-Zotye, futhi icala phakathi kwe-BAK Battery ne-Huatai Automobile lisamile.I-BAK Battery ithe iwine okokuqala ecaleni elifanele elibhekene ne-Huatai Automobile.U-Rongcheng Huatai udinga ukukhokha ama-yuan ayizigidi ezingu-261 enkokhelweni nenzalo, futhi i-Huatai Automobile izothwala isibopho sakamuva kanye necala elithile.Kodwa-ke, u-Huatai waphikisana nesinqumo sokuqala futhi wafaka isicelo sesibili.
Ukuze kuqinisekiswe ukusebenza kahle kwezimangalo zayo, i-BAK Battery ifake isicelo sokumisa ukulingana nezinzuzo zezinkampani ezimbili ezisohlwini, i-Bank of Beijing (601169, Stock Bar) kanye ne-Shuguang Shares (600303, Stock Bar) ephethwe yi-Huatai Automobile Group Co. , Ltd.
Abangaphakathi kwebhethri le-BAK babikezela ukuthi ukungqubuzana phakathi kwalezi zinhlangothi zombili kungase kuthathe isikhathi eside, futhi "leli cala lingathatha iminyaka eminingana."
Ungumbolekisi futhi "laodai"
Izinkokhelo ezivela ezinkampanini zezimoto ezansi nomfula azikatholakali, kodwa “isikhalo sempi” esivela kubahlinzeki bempahla eluhlaza siyeza.
Mhla ziyi-16 kuZibandlela, i-Rongbai Technology, umphakeli okhuphuka nomfula we-BAK Battery, umemezele ukuthi ngenxa yama-akhawunti asedlulelwe yisikhathi atholwa ku-BAK Battery, inkampani imangalele i-BAK Battery, futhi icala lamukelwe yinkantolo.
Ngaphezu kwe-Rongbai Technology, abahlinzeki abaningi bempahla eluhlaza ekhuphukayo yamabhethri e-lithium nabo bajoyine “ibutho lokuqoqa izikweletu” le-BAK Battery.
Ngobusuku bangomhla ziyi-10 kuNovemba, i-Hanke Technology yakhipha isimemezelo esithi ngenxa yengozi yamanje yokukhokhwa kwamabhethri e-BAK, inkampani yenze ukuhlinzekwa okwengeziwe kwezikweletu ezimbi engxenyeni yokukhokha.Uma ama-akhawunti ebhethri e-BAK etholwayo engakwazi ukutholwa, inkampani izokwenza amalungiselelo ezikweletu ezimbi zale ngxenye yenani.
Mayelana nezikweletu ezikweletwa abahlinzeki, i-BAK Battery iphendule i-Future Auto Daily (ID: isikhathi esizenzakalelayo) ukuthi njengoba amakhulu ezigidi zamacala phakathi kwenkampani noZotye angakaxazululwa, inkokhelo evamile yenkampani kubahlinzeki bempahla abaphezulu ngeke ixazululwe. kuxazululiwe.Lolu hlelo nalo luthintekile, futhi inkampani njengamanje yenza uhlelo lokuxazulula inkinga yezikweletu ezikweletwa ngabahlinzeki abaphezulu.
Ngaphansi kwengcindezi evela kubahlinzeki abaningi, Ibhethri le-BAK likhethe ukuxoxisana nabahlinzeki ngenkokhelo yesitolimende.Nokho, nakuba inkokhelo yesitolimende kwakuvunyelwene ngayo, i-BAK Battery yehlulekile ukukhokha inani njengoba kwakuvunyelwene.
Ngobusuku bangoDisemba 15, i-Rongbai Technology yakhipha isimemezelo sokuthi kusukela ngomhlaka-15 Disemba, inkokhelo yangempela ye-BAK Battery yaba isamba samayuan ayizigidi ezingu-11.5, okwakukude kakhulu ne-yuan eyizigidi ezingu-70.2075 yokukhokha kwesigaba sokuqala nesesibili okwakuvunyelwene ngayo phakathi kwalezi zinto ezimbili. .Lokhu kusho ukuthi inkokhelo ye-BAK Battery ku-Rongbai Technology isiphinde yadlulelwa yisikhathi.
Eqinisweni, ikhono lokukhokha le-BAK Battery libalazwe yiziphathimandla ezilawulayo.Ngo-December 15, i-Shanghai Stock Exchange yakhipha incwadi yophenyo icela i-Rongbai Technology ukuba ichaze izizathu zokuthi kungani uhlelo lokukhokha olushiwo ngenhla lungagcwaliseki njengoba kwakuvunyelwene, kanye nokwenzeka kokusebenza okulandelayo.
Ngo-December 16, i-BAK Battery yaphendula i-Future Auto Daily ukuthi inkampani isixoxisane ngohlelo olusha lokukhokha kanye nabaphakeli abakhulu njenge-Rongbai Technology, futhi izokhokha abahlinzeki ngokuyinhloko ngokusekelwe ezinkokhelweni ezikweletwa amakhasimende afana noZotye.
Lokhu kusho ukuthi ukuhamba kwemali kwamanje kwebhethri le-BAK sekuvele kuminyene kakhulu.Uma izinkokhelo ezivela kubakhiqizi bezimoto abaphansi komfula zingabuyiswa, inkampani ngeke ikwazi ukukhokhela abahlinzeki bayo abakhuphuka nomfula.
Ngokwezibalo ezingaphelele ezivela ku-Future Auto Daily, abahlinzeki abakhuphuka nomfula bamabhethri e-BAK okwamanje banemibandela yezikweletu ezimbi ezedlula ama-yuan ayizigidi ezingu-500.Lokhu kusho ukuthi Ibhethri le-BAK lisazobhekana nezikweletu ezingafika ku-500 million yuan.
Abahlaziyi bemboni babikezela ukuthi uma i-BAK Battery ingakwazi ukukhokhela abahlinzeki njengoba kuvunyelwene noma ithathwa inamandla anganele okubuyisela, ukusebenza okuvamile kwebhethri le-BAK kuzothinteka futhi ezinye izimpahla zingamiswa abomthetho.
Imboni yebhethri ingenisa isikhathi sokushintsha
Ngo-2019, ingcebo yebhethri ye-BAK yathatha ijika elibukhali.
Imininingwane ikhombisa ukuthi i-BAK Battery, ebisakleliswe endaweni yesihlanu ngokuthunyelwe ngekota yokuqala yalo nyaka, yehle yafinyelela ku-16 ngo-Okthoba.Abahlaziyi bemboni bakholelwa ukuthi ngaphezu kokuthikamezeka ezikweletini zokukhokha, ukupholiswa kwemakethe yamabhethri kagesi nakho kungesinye sezizathu zokwehla kwe-BAK.
Ngokwedatha evela eMnyangweni Wokucwaninga Wegatsha Lokucela Ibhethri Lamandla, ngo-Okthoba kulo nyaka, umthamo ofakiwe wamabhethri kagesi wawucishe ube ngu-4.07GWh, ukwehla konyaka nonyaka ngama-31.35%.Lena inyanga yesithathu elandelanayo yokwehla konyaka nonyaka kumthamo ofakiwe webhethri lamandla.Ngaphezu kwebhethri ye-BAK, izinkampani eziningi zamabhethri nazo zisenkingeni.Owake waba ngumpetha webhethri lamandla u-Waterma wangena ezinqubweni zokuqothuka kanye nokuvala imali, kanti enye inkampani yamabhethri kagesi i-Hubei Mengshi nayo isiphelelwe imali futhi yaqedwa.
Emuva kwenhlekelele embonini yebhethri lamandla wukuvilapha okuqhubekayo kwemakethe yezimoto zamandla amasha.
“Uma izimoto zikagesi zingadayiswa, abakhiqizi bamabhethri ngeke babe nesikhathi esilula.Uma isidingo setheminali singakwazi ukuqhubeka, kuzoba nomthelela kulo lonke uchungechunge lwemboni yezimoto zamandla. "Umuntu ongaphakathi enkampanini yebhethri lamandla utshele i-Future Auto Daily (ID: isikhathi esizenzakalelayo) esiveziwe.Ukholelwa ukuthi esimweni sokuwohloka jikelele kwemboni yebhethri, izinkampani ezihamba phambili kuphela ezinesilinganiso ezingakwazi ukumelana nobusika obubandayo, nezinye izinkampani zebhethri zamandla amancane naphakathi ezinesabelo esiphansi semakethe zingase ziqedwe nganoma yisiphi isikhathi.
I-Future Auto Daily (ID: isikhathi esizenzakalelayo) ngaphambilini yayifune isiqinisekiso ku-BAK Battery mayelana namahlebezi esikweletu esisilele emuva samaholo nokumiswa kokukhiqiza.Ibhethri ye-BAK iphendule ngokuthi izimboni ze-Shenzhen BAK ne-Zhengzhou BAK okwamanje zisebenza ngokujwayelekile, futhi akukho ukumiswa kokukhiqiza ngenxa yezikweletu ezikweletwa ngamaholo.Kodwa-ke, inkampani inokugeleza kwemali okuqinile, futhi ukwehla kwemboni jikelele kuyisizathu esibalulekile.
“Isimo sezimboni sinjena.Lapho izinkampani ezimbili zezimoto zikweleta imali engaka, izingqinamba ze-liquidity yisimo esivamile embonini.Noma iyiphi inkampani ingase ihlangabezane nezingqinamba zesikhathi esifushane zokuhamba kwemali.”I-BAK Battery Insiders itshele i-Future Auto Daily.
Omunye ongaphakathi embonini ukholelwa ukuthi izinkinga ze-BAK Battery zilele kakhulu ekusebenzeni nasekuphathweni kwenkampani.Amabhethri e-BAK ahlala esebenzisa izixazululo zebhethri eziyindilinga.Manje izixazululo ezivamile embonini amabhethri e-ternary square namabhethri e-ternary soft pack.I-BAK ayinayo inzuzo emikhiqizweni.
Ngaphezu kwalokho, amakhasimende amanje we-BAK Battery wonke angabakhiqizi bezimoto abasuka maphakathi kuya kwephansi.Laba bakamuva banobunzima bokukhokha, okugcine kwaholela enkingeni yokuhamba kwemali ye-BAK Battery.Laba bantu okukhulunywe ngabo ngenhla bathe izinkampani zezimoto i-BAK Battery esebenzisana nazo kubalwa iDongfeng Nissan, Leapmotor, Jiangling Motors (000550, Stock Bar), njll.
Emakethe yebhethri ye-lithium, "khokha ngesikweletu kuqala" isiphenduke inkambiso yemboni.Kubahlinzeki, lo mkhuba wemboni ulethe ubungozi obukhulu.Abantu okukhulunywe ngenhla bakholelwa ukuthi okwenzeke ku-BAK Battery kungase kuphindwe kwezinye izinkampani zebhethri ye-lithium.
Isikhathi sokuthumela: Nov-22-2023