The transformation seems to be only half a year. Zhuhai Yinlong New Energy, once highly praised by Dong Mingzhu and even attracted the heads of enterprises such as Wang Jianlin and Liu to participate in the investment, seems to be in trouble now. Yesterday, some media reported that Hebei Yinlong, located in Wu 'an New Energy Industrial Park, Hebei Province, was experiencing a decline in orders and production suspension. Similarly, several factories of Yinlong in other parts of China also experienced operational problems.
Hebei Yinlong was exploded with overcapacity.
According to public information, Wu 'an New Energy Industrial Park was established six years ago, almost tailored for the arrival of Yinlong. Up to now, Yinlong is still a big family in the industrial park. Hebei Yinlong, North Aotai and Guangtong Automobile have covered most areas of this industrial park. These enterprises are all affiliated to Yinlong, and they are upstream and downstream businesses. According to public information, Wu 'an New Energy Industrial Park covers lithium carbonate materials, lithium-ion batteries, new energy vehicles, energy storage and equipment, with a total investment of 30 billion yuan. According to the plan at that time, the annual output value here will reach 654.38+02 billion yuan, "equivalent to rebuilding Wu 'an City".
The problem encountered by Hebei Yinlong this time is said to be a problem in the sales of Guangtong Automobile, and the orders suddenly decreased, which directly led to the overcapacity of Hebei Yinlong, which provided batteries for it, and accumulated a large amount of inventory. But at present, it is still unknown why Yinlong appeared as described by the media. However, some insiders pointed out that the expansion speed of Yinlong in recent years is indeed "too fierce". According to public information, Yinlong has expanded or built new energy industrial parks in about 8 cities since 20 17. Statistics show that its total investment is as high as 70 billion yuan. The relationship between Dong Mingzhu and Yinlong was really known by outsiders in the second half of 20 16.
Dong Mingzhu once invested in Yinlong with Labanda and JD.COM.
In fact, the scene of Dong Mingzhu's outburst at the shareholders' meeting, which was repeatedly mentioned by the media, was related to Yinlong. At that time, Gree Electric's plan to acquire Zhuhai Yinlong, which had been planned for half a year, was announced to have fallen through under the opposition of many minority shareholders. Dong Mingzhu not only had a cow at the scene, but also brought in heavyweight enterprises such as CIMC Group, Wanda Group and JD.COM Group to jointly invest in Yinlong, demonstrating to shareholders who blocked the acquisition with practical actions. Dong Mingzhu said that Gree's original plan to acquire Yinlong was not only to make a big profit and cross-border into the automobile field, but also to pay more attention to Yinlong's lithium titanate battery technology, which she predicted would bring trillions of dollars to Gree.
Since then, the relationship between Dong Mingzhu and Yinlong has become closer and closer, and even became the spokesperson of Yinlong. At the end of 20 16, Dong Mingzhu suddenly appeared in Handan, Hebei Province, which was the platform for Yinlong's fourth generation high-energy density lithium titanate nano-materials and fourth generation high-energy battery production line. At that time, Dong Mingzhu and Wei Yincang, Chairman of Zhuhai Yinlong New Energy, attended the ceremony and stood side by side. According to the press release issued at that time, in Yinlong Handan Factory, the factory with an annual output of 30,000 new energy logistics vehicles, special vehicles and light buses has been completed and put into operation; Yinlong Phase III square shell battery project with an annual output of 600 million ampere-hours was completed and put into operation; The lithium titanate production line with an annual output of 7000 tons of nanospheres was completed and put into operation; Supporting projects with a total investment of 654.38+000 billion yuan were fully launched. "This means that Yinlong has brought a world's largest lithium titanate material and battery production base to the local area."
Two senior executives of Zhuhai Yinlong left for half a year.
However, this change began quietly at the end of last year. Zhuhai Yinlong industrial and commercial information change records show that on June 29th last year, the legal representative of Yinlong was changed from Wei Yincang to Sun Guohua. Subsequently, on 65438+February 1 day, the chairman of Yinlong was changed from Wei Yincang to Sun Guohua. This means that Wei Yincang has stepped down from the peak of Yinlong. If Sun Guohua, who took over, has always been Wei Yincang's partner, and this personnel change is not a storm, then at a board meeting just a few months later, Sun Guohua was also removed from the post of chairman and president of Zhuhai Yinlong, which is enough to attract outside attention. At that time, it was reported that a large number of people with Gree background entered Yinlong as executives.
It is reported that Dong Mingzhu increased its shareholding in Yinlong twice in the first quarter of last year, becoming the second largest shareholder. Yesterday, it was reported in the media that when Dong Mingzhu was asked about her shareholding in the field of new energy vehicles, she replied without hesitation, "I never thought about winning or losing. I only think that new energy is a strategy of the country and the development of emerging industries in the future. " It is unknown when Dong Mingzhu's remarks were made to the outside world, but it may be true that Yinlong really encountered difficulties.
Source: Beijing Youth Daily