Chapter 494 There are more monks and less meat, and strategic shares

During this time, BMW arranged another wave of people to come from Germany and went to Nanshan Battery for three days.

The more you investigate, the more you know the technological advancement of Nanshan battery.

Whether it is a lithium iron phosphate battery or a ternary lithium battery, compared with other battery manufacturers on the market, it is really a level higher.

The most important thing is that Nanshan Battery, even the automated production line is provided by Nanshan Equipment, a brother company.

The production efficiency and production rhythm are obviously much faster than those of the competition.

This alone has a significant impact on costs.

After Phillips and Amoha came to inspect before, BMW immediately sent a quotation to Nanshan Battery, and after confirming the specific needs of BMW, Nanshan Battery also officially gave an offer.

Unlike the simple price of other parts, the quotation of Nanshan battery is relatively complicated.

When the number of battery packs you need in a year is 10,000, it's a price.

When it is 20,000, it is another price.

If the demand can exceed 100,000 a year, then the price will be lower.

Of course, if you only need a few thousand units a year, or even a few hundred units, then the price will definitely be completely different.

However, no matter which version the price is, Phillips and Amoha are very pleasantly surprised.

"Phillips, I think Nanshan Battery can be used as a battery manufacturer in BMW's global supply chain."

"Now the overall number of electric vehicles is relatively limited, and we don't need to develop too many battery manufacturers at the same time."

"Otherwise, it will be difficult to reduce the price of batteries because of the number of units."

"This time, the price provided by Nanshan Battery, in full accordance with our quotation conditions, is only 120,000 yuan for a battery pack, which is very competitive."

"The most important thing is that at this price, the battery life is longer than that of other battery manufacturers."

Amoha is very satisfied with Nanshan Battery.

He thinks that if this matter is done well, it may be able to become a political achievement of BMW Huaxia.

They have provided better suppliers for BMW headquarters, which is also a credit.

Especially for a very special part like a battery, the meaning is even more different.

"The price of 120,000 battery packs is indeed not high, but the quotation they submitted also said at the same time that if the sales volume does not meet the quotation conditions, then the price is not 120,000."

"In extreme cases, the price will go to 180,000."

Although Phillips also feels that Nanshan Battery's competitiveness is very good, as the president of the Asia-Pacific region, he is exposed to more things.

Nanshan battery is perhaps the best in China.

However, there are also some other excellent battery manufacturers in Dongying and Goryeo, and their technology is not bad.

"That's true, but the offer that Panasonic provided us with before was even more demanding."

"They asked us to pay a one-time investment in the production line or sign a special number agreement, and if we didn't meet it, we would need to lose extra money."

"And the normal quotation of these manufacturers is already 30% more expensive than Nanshan battery, and the performance of the battery is not better."

"So I still think Nanshan battery is the best choice."

"Other companies in Huaxia may not be very competitive and not very good at technology, but Nanshan Group is an exception."

"Many of their components are now competitive in the international market."

"Nanshan battery may also be the highest technical level and the largest automotive power battery manufacturer in China in the future."

Aymoha gave his judgment with some certainty.

Since they have all chosen to cooperate with Nanshan Group, some prejudices and contradictions in the past must naturally be put down in time.

In the future, as long as he gets along with Nanshan Group from the perspective of maximizing the interests of BMW, Aimoha feels that he can be invincible.

To further strengthen the cooperation with Nanshan Battery, he thinks it is also one of the ideas.

"At present, in this electric vehicle project, the battery must be given to Nanshan Battery for production, which can be regarded as a matter that has been determined."

"However, whether it is necessary to further strengthen it in the future and how to further strengthen the cooperation between the two sides, this needs to think carefully."

As soon as Phillips said this, Aimoha immediately said next to him: "I heard that Nanshan Battery is preparing for financing in the past few days, and the valuation should be about 10 billion, and we only need to invest 100 million to get 1% of the shares." ”

"Although there is no way to influence the decision-making of Nanshan Battery at that time, it can be known for the relevant layout at the first time."

"I think this 100 million investment can be considered for spending."

As soon as Aimoha said this, Phillips was also interested, saying: "Can 100 million really win 1% of Nanshan Battery's shares?" ”

"Doesn't it mean that this investment is only for Chinese institutions?"

Nanshan Group came up with three companies at once for financing, which has already caused a lot of discussion in the industry.

Naturally, Phillips and Amoha also knew some relevant information.

"If it is placed in a year or two, this price will definitely not be able to take 1% of the shares of Nanshan Battery."

"But I think as long as we show sincerity and hand over all the global battery orders to Nanshan Battery, they should be very interested in making us one of the investors."

"After all, a 1% stake doesn't have any impact on their decision-making."

"And take this opportunity to promote the cooperation with BMW, and even the valuation of Nanshan battery will soon change from 10 billion to 20 billion."

As soon as Amoha said this, Phillips couldn't help but nod.

Indeed, this is the truth.

For Nanshan Battery, it seems to be a good idea to take this opportunity to promote the cooperation with BMW, and then get more orders from other OEMs.

And the 100 million investment invested by BMW can quickly become worth 200 million, or even more in the future.

"Then you can contact Nanshan Battery and communicate our thoughts to them."

"Let them put aside their worries and boldly sell 1% of the shares to us."

Phillips naturally has the motivation to do profitable things.

Originally, BMW Huaxia was going to carry out in-depth cooperation with Nanshan Battery, and it was naturally worth doing this business to make extra money through this cooperation.

However, Nanshan Battery has made such a big move, and BYD Battery, which has always been the largest battery manufacturer in China, is a little anxious.

"Mr. Wang, Nanshan Battery plans to raise about 2 billion yuan this time, and will definitely continue to build factories and expand production capacity at that time."

"Do we need to think about the simultaneous follow-up of the expansion of production capacity?"

Lu Faxiang has not had a good time these days.

Originally, BYD's battery business was the largest in China, but now the limelight has been stolen by Nanshan battery.

The most important thing is that even BMW has chosen to cooperate with Nanshan Battery, which is not a good sign.

BMW has chosen Nanshan battery, so in the future, will other car companies such as General Motors and Ford also consider using Nanshan battery?

As for the domestic independent brand car companies, they almost don't need to think about it, and there is a high probability that they will cooperate with Nanshan Battery.

After all, people's current engines and gearboxes are basically purchased from Nanshan Group.

Now that it's been replaced with a battery, it seems to be normal as well.

"It's not difficult to build a factory, but you have to have orders to support it."

"You also know very well how our F3DM is selling."

"As far as the capacity of our current production line is far from saturation, we can't expand production simply for the sake of expansion."

"Otherwise, the financial report will be ugly."

As a Hong Kong-listed company, BYD definitely needs to consider the impact of financial reports and the impact on stock prices.

It would be difficult for him to make up his mind to invest a large amount of money in building a battery factory too early.

Mainly in the current situation in China, electric vehicles are still in their infancy, and they are not so fast.

"We have now obtained the production qualification of buses, and when the time comes, the electric vehicles and buses we produce can also consume a lot of battery capacity."

"No matter how bad it is, we will communicate well with Shencheng and let them introduce some larger preferential support policies for electric vehicles."

"Otherwise, once we let Nanshan Battery take the lead, we will have to catch up in the future."

When Lu Faxiang said this, Wang Fu was also a little worried.

Nanshan Battery's information, they are also trying to find a way to collect as much as possible.

But the more you know, the less optimistic the situation becomes.

People have really achieved corner overtaking, and lithium iron phosphate technology and ternary lithium technology have achieved breakthroughs.

Especially in terms of ternary lithium batteries, it is directly on par with the best international level.

This is a big blow to BYD.

They have been working on batteries for more than a decade, and even batteries are the products they started with.

Now it seems to be surpassed by Nanshan battery.

It's strange that this mood can be good.

"Let's start with electric buses and buses, and if we do a good job, we can move forward with the construction of a new battery factory as soon as possible."

"Otherwise, it wouldn't make much sense to dwell on it here."

After thinking about it, Wang Fu felt that it was better to be pragmatic.

BYD doesn't need a new battery factory now, what they need is more battery demand.

Otherwise, no matter how many batteries are produced, all of them are pressed in the warehouse, so what's the point?

Also as entangled as BYD is Guoxuan Hi-Tech.

As a well-informed enterprise, they also know that the ministry announced some incentive policies for new energy vehicles this year.

So they are already cooperating with Ankai Bus and other OEMs to produce electric buses or electric buses.

But for the current Guoxuan Hi-Tech, there is no need to build a new factory.

Why didn't the early battery production line sell so high and the cycle time wasn't so fast?

In addition to technical reasons, this may also have something to do with demand.

I only need a few dozen battery packs a day, and as a result, you can produce hundreds of them in one go, so who are these battery packs sold to?

The faster the production cycle of the factory, the greater the probability of investment.

Power battery manufacturers in their infancy obviously can't bear too much investment pressure.

"Mr. Li, Nanshan Group has taken out three companies: Nanshan Semiconductor, Nanshan Carbon Fiber and Nanshan Battery to look for financing opportunities."

"This matter has now become the most concerned information in the Huaxia investment circle."

"For a long time, many investment institutions have been very interested in the various business divisions of Nanshan Group, but Nanshan Group has never had the need for external financing."

"Now that an opportunity has finally been given, many investment institutions have begun to grab this investment opportunity at a high price."

"Do you think we should also consider letting Gotion Hi-Tech start external financing?"

Hearing what his subordinates said, Li Zhen was a little entangled.

Nanshan Battery is financing the matter, and he naturally heard about it.

What do you have to do with so much money?

In addition to investing in R&D, the rest will definitely be used to build new factories.

Originally, Nanshan Battery was backed by Nanshan Group, which occupied a lot of opportunities.

If another group of investors are pulled to cooperate, won't the pressure on Gotion Hi-Tech be greater in the future?

"If we are financing externally, it is more difficult to calculate the valuation."

"Valuations are too high, and investment institutions are unwilling."

"The valuation is too low, I don't think it's worth it."

"Let Nanshan Battery first heat up the investment track of power batteries, and then we will find a way to finance, which may be a better choice."

If you don't have enough confidence, you can only watch the battle from the sidelines.

Li Zhen felt that he still had to be calm down in this matter.

Otherwise, when the time comes, the head will be hot, and you will regret it later, and your head will be big.

"I'm worried that after this financing, Nanshan Investment has established the position of the largest power battery manufacturer in China, and it will be very difficult for us to surpass them in the future."

"In particular, BMW, Yangcheng Trumpchi, Nanshan Hongqi and other companies have begun or are beginning to cooperate with Nanshan Battery, which will play a very bad leading role."

Listening to the analysis of the people below, Li Zhen did not refute.

He also understands this truth.

But what about understanding?

Do I understand that half of the oil price is tax?

And then the egg!

You can't afford not to pay these taxes.

"During this time, we will visit some customers, our Guoxuan Hi-Tech's battery technology is still very good, and if there is a demand from various bus manufacturers, we can cooperate with them to develop new models."

Li Zhen didn't reply to that question in the end, but moved the conversation elsewhere.

However, Li Zhen can change the topic, but Cao Yang cannot.

In the past two days, Dong Shengnan's side has recovered the quotations of several investment institutions, and now it is time to make a final decision.

"Mr. Cao, because major institutions have exchanged the topic of valuation with us, except for the investment quotations given by some institutions that are not so ideal, most of them are still relatively sincere."

"Nanshan carbon fiber will not be said, whether it is Chang'an City, or Lingnan Province, or the financial investment institutions of the magic capital and the imperial capital, they have given very sincere offers, and we will choose from them when the time comes."

"In terms of Nanshan Semiconductor, although the situation is not so ideal, there are more industrial support funds that have expressed interest in it."

"Basically, we can achieve our expected investment goals."

"Nanshan battery, which I was worried about originally, did not perform badly this time."

"Taking Yangcheng City as an example, Yangcheng Industrial Development Investment Fund, together with Yangcheng Automobile Group and Panyu District, jointly invested 1 billion yuan and wanted to occupy 10% of the shares."

"The magic capital is also full of sincerity, not only the magic capital automobile group invested 200 million, but several institutions under the magic capital SASAC have also jointly put forward a total of 10% of the share investment demand."

"Even Chang'an City symbolically expressed its willingness to invest 3% of Nanshan Battery's shares."

"However, we have received more than 20% of the various investments in total, and in the end we will definitely not be able to fully follow the recovery plan."

Dong Shengnan is in a good mood.

The situation is much better than she thought it would be.

Even Nanshan Semiconductor and Nanshan Battery, which are still in a state of loss, have so many people interested.

It seems that everyone is still very confident in Nanshan Group.

"Does BMW also want a 1% stake in Nanshan Battery?"

Cao Yang asked about something he cared about more.

Historically, CATL took the opportunity to cooperate with BMW to complete the first wave of orders.

Nanshan Battery can make good use of BMW cars and expand its influence.

It has been determined to supply batteries to BMW Huaxia before, and if the relationship between the two sides can go further, it will naturally be the best.

As for the market value of Nanshan Battery in the future, it will far exceed 10000000000000000000000000000000000000000000000000

You can't let the institutions that invest in you can't make money, right?

The more some institutions make a lot of money, the easier it will be for your other companies to get financing in the future, even if the valuation is exaggerated.

For example, in the future, the value of 1% of the shares invested by BMW will become 10 billion yuan.

So in the future, when BMW reinvests in other emerging industries of Nanshan Group, it will definitely be much bolder, right?

It's a lot more generous, right?

Cao Yang feels that this price is worth paying.

Besides, unlike other business divisions, Nanshan Battery Caoyang is ready to promote listing in the future.

Then the shares held by Nanshan Group must be appropriately reduced to a level that is not so exaggerated.

At most, maintaining an absolute controlling stake of 50% is sufficient.

That means that after this financing, there will be at least one or two financing opportunities in the future.

If BMW does not follow the investment, then the proportion of 1% will not be guaranteed.

At that time, whether it is co-investment or no co-investment, it will become a classic hunger story.

"Yes, they are willing to invest 100 million yuan in cash."

"They don't interfere with the company's use and can delegate 1% of the voting rights to Nanshan Group to manage."

"Their only appeal is that Nanshan Battery needs to share the minutes of the company's main meetings and important decisions with them."

"Of course, if it's confidential information about other customers, it's okay not to share it."

Dong Shengnan's investment in BMW is naturally impressed.

This is a special investment.

"1% of BMWs, they want it, then give it to them!"

"In the rest of the investment, you can focus on giving it to Yangcheng and Modu, let's divide it in half."

"Others are also moving forward with similar plans, and the investment agreement will be implemented as soon as possible."

Cao Yang is going to fly to the imperial capital tomorrow to attend the conference, so naturally it is impossible to follow everything by himself.

Although these investment decisions are relatively large, they are nothing compared to the scale of the entire Nanshan Group.

As various investment institutions submitted their plans to Nanshan Group, a lot of information naturally began to spread.

That night, Autohome revealed a bombshell news!

[BMW invested 100 million yuan, occupying 1% of Nanshan Battery's shares]

Obviously, among all the investments, BMW's 100 million yuan is the most topical.

Therefore, even if this investment is the smallest, it was singled out by Nanshan Group as the main target of publicity.

The reaction on the Internet is exactly the same as Nanshan Group expected, everyone is very interested in this investment of BMW.

"Nanshan battery? I haven't heard of it, why did a unicorn company pop up again? ”

"BMW actually chose to cooperate with Nanshan Battery? Nanshan battery is not simple. ”

"It is said that Nanshan Battery's lithium battery technology is the first in the country?"

"Why is only BMW investing in Nanshan batteries? Where did Mercedes and Audi go? ”

"Is the era of electric vehicles really coming? Nanshan Group and BMW are optimistic! ”

All kinds of discussions can be regarded as pushing this topic to the hot search on Weibo.

"Look, Aimoha, I'm not wrong in my judgment."

"If there is no Nanshan Group behind the promotion of this news of Autohome, I absolutely do not believe it."

Phillips was holding a cup of coffee and chatting with Amoha.

This time he invested in Nanshan Battery, and he didn't spend too much effort to convince the headquarters.

On the one hand, it is because the investment of 100 million yuan is not a lot, and on the other hand, BMW is very satisfied with the inspection results of Nanshan battery.

For such a potential battery company, it is absolutely no harm to invest in advance before other OEMs react.

Of course, the reason why only 100 million yuan is invested, rather than more, is also due to other considerations.

In addition to Dongying car companies and Korean car companies, American and European car companies have slowly independent their supply chains.

There is generally no shareholding relationship between OEMs and suppliers.

This can be regarded as an industry pattern.

BMW's 1% is only to better grasp the movements of Nanshan Battery and lay the foundation for future strategic cooperation.

"In this wave of publicity, the valuation of Nanshan Battery is estimated to be more than 100 billion yuan."

"It is estimated that some other car companies will regret that they did not do it earlier."

Amoha certainly wouldn't have had any argument with Phillips at this time.

So it's a matter of course to say something that everyone is happy about.

And just when everyone is discussing the cooperation between Nanshan Battery and BMW, Cao Yang, who came to the imperial capital to participate in the meeting, will soon bring more blockbuster news to everyone.

(End of chapter)