Weilai acquired some assets of JAC Auto, and the lithium battery industry chain rose. Jixiang shares rose by the ceiling, Tianqi Lithium rose by more than 9%, Rongjie shares, Shengxin Lithium Energy, Xizang Everest and other shares rose, and nonferrous 60ETF (159881) rose by more than 2.2%.
According to the announcement released by Jianghuai Automobile on that day, NIO acquired two asset packages of Jianghuai Automobile for a total price of 3.158 billion yuan. Among them, the transaction price of the asset package is 1.666 billion yuan, involving inventory, fixed assets, and construction in progress of the three factories of the passenger car company; The transaction price for the three guarantees of assets is 1.492 billion yuan, which involves the structures and equipment of the passenger car company's Xinqiao factory.
NIO Auto's Li Bin stated that independent manufacturing costs will decrease by 10%.
Chuancai Securities stated that with the continuous manifestation of the "combination punch" effect of macroeconomic policies, the demand for passenger cars has continued to improve in recent times, industrial production has grown steadily, and the revenue and profit of industrial enterprises have continued to recover and improve. The recent decrease in the price of lithium carbonate to 150000 yuan is beneficial for the industry and is beneficial for the cost improvement of automotive companies in the fourth quarter. It is recommended to pay attention to the overall investment opportunities in the lithium battery industry, focusing on leading battery companies and the continuous penetration of new technologies in the industry.
Investors without stock accounts can seize investment opportunities in the non-ferrous sector through the linked fund (013219) of the non-ferrous 60ETF.