Reporter of the Economic Business: Wang Jing Reporter of the Economic Business Business: Kong Zesi Editor of the Economic Business: Yang Xia
8 days after announcing a 500 million yuan increase in Tianchen New Energy, Hei Sesame changed its plan again.
On October 17, Heizhima (SZ000716, stock price 5.01 yuan, market value 3.7 billion yuan) issued an announcement stating that it decided to cancel the company's third extraordinary shareholders' meeting in 2022, because of the audit and asset appraisal work related to capital increase Tianchen New Energy, which is expected to be completed before the shareholders' meeting.
Previously, on October 9, Heizhima announced a 500 million yuan increase in capital for Tianchen New Energy. The plan triggered a strong response in the capital market. Judging from the stock price performance, in the past six trading days (10th to 17th), 's increase in reached 22.92%.
Hei Sesame Cancel the Extraordinary Shareholders' Meeting
On October 9, Hei Sesame issued an announcement that the company plans to increase its capital of Tianchen New Energy Co., Ltd. by 500 million yuan. The funds are valuated by 100% equity , the wholly-owned subsidiary Jiangxi Xiaohei Xiaomi Food Co., Ltd., and the insufficient funds are supplemented with their own funds. The third extraordinary general meeting of shareholders in 2022 was held on the 25th of the same month to review related matters.
According to the plan, after the completion of this capital increase, Hei Sesame John will hold 59.09% of Tianchen New Energy's equity, and Tianchen New Energy will become its holding subsidiary and be included in the scope of the consolidated financial statements.
Black Sesame announced that it plans to build lithium iron phosphate battery production bases in Nanjing, Jiangsu and Nanchang, Jiangxi Province to meet the market demand for energy storage lithium batteries. After the relevant projects are completed and completed, they will have a great positive impact on the company's financial status and operating results in the future, which can further improve the company's profitability and create opportunities for rapid development.
But just 8 days later, Heizhima canceled the extraordinary general meeting of shareholders on the grounds that the audit and asset appraisal work involved in the capital increase could not be completed before the general meeting of shareholders.
It is worth noting that on October 10, the Shenzhen Stock Exchange sent a letter of concern to Heizhima, asking Heizhima to explain the industry experience in conducting new energy business and the announcement of capital increase without obtaining relevant audit evaluation reports.
"Reduce capital first and increase capital" has caused doubts
" Daily Economic News " reporter noticed that the actual controller of Tianchen New Energy is the wife of the chairman of Heizhima. Heizhima invested in Tianchen New Energy for the first time in 2017, with a shareholding ratio of 30%.
In October 2021, due to the slow progress of investment projects, Heizhima proposed to adjust the investment intensity of the project and reduce capital. Tianchen New Energy's registered capital was reduced from 1 billion yuan to 300 million yuan, of which Heizhima's shareholding was reduced from 300 million yuan to 210 million yuan to 90 million yuan.
. As of August this year, Hei Sesame actually recovered 150 million yuan. For the other 60 million yuan, Heizhima said that it decided to increase Tianchen's registered capital because it was optimistic about the new energy market and converted it into capital increase funds on August 1, but the matter did not comply with the approval procedures and information disclosure procedures.
Less than two months ago, after Heizhima decided to invest 500 million yuan, it quickly canceled the relevant review meeting.
htmlOn 18, the reporter called Heizhima's public phone number, and the staff of the Securities Department said that Heizhima's capital increase was very clear and (just in terms of execution) had different judgments., and Tianchen New Energy Nanjing Production Base investment budget is 4.5 billion yuan, and Nanchang Production Base investment budget is 3.5 billion yuan. According to the 2022 semi-annual report, how can black sesame with only more than 200 million yuan in cash be solved? The above-mentioned staff did not respond directly, indicating that there will be corresponding information disclosure in the future.
As a food company, Hei Sesame lacks experience in the new energy industry, and Tianchen New Energy has not yet had experience in selling lithium battery products. It may not be able to contribute satisfactory results to Hei Sesame in this period and the next year.
Daily Economic News
