GCL Energy Technology (002015): Abnormal Stock Trading Fluctuations Continue To Transform To Integrated Energy Services

Due to the acceleration of the distribution of power exchange business, GCL energy technology (002015) recently hit new highs.

On the evening of August 23, GCL energy technology disclosed the announcement of abnormal fluctuations in stock trading. The stock has been up and down for two consecutive trading days, with the latest closing price of 14.83 yuan per share, a record high, and the latest market value of more than 20 billion yuan.

After hours data show that GCL energy technology is quite concerned by institutional funds. Specifically, the seats of the two institutions occupy the positions of "buy one" and "buy two" in the company's Dragon and tiger list today, with a total net purchase of about 194 million yuan; Buy three is the seat of Shenzhen Stock connect, which bought 83.25 million yuan today, but Shenzhen Stock Exchange also sold 97.03 million yuan. In addition, there is one agency whose seats have been sold to GCL energy technology for 29.45 million yuan.

With regard to the change of the company's share price, GCL energy branch, after verifying the relevant information, said that there were no major events that should be disclosed but not disclosed, or that were in the planning stage. In addition, the company's production and operation situation is normal recently, and the internal and external business environment has not changed significantly.

According to the announcement, GCL energy technology, which is mainly engaged in clean energy related industries, will continue to transform from energy production to comprehensive energy services while steadily developing clean energy and cogeneration business around the national carbon neutral strategy, focus on green travel ecology, and build a leading mobile energy service provider around the business layout of charging and exchanging stations.

It is worth mentioning that the above "charging and replacing power station related business" is the new track of the company this year. In March this year, GCL energy technology released the development plan of electric vehicle replacement business. It is reported that at present, the company has set up a mobile energy business unit, has obtained the project record with a total investment of more than 3 billion yuan, and has signed several cooperation agreements with automobile enterprises and the government. In terms of product and platform research and development, we have completed the freezing of technical solutions for commercial vehicle power station replacement, passenger vehicle power station replacement, charging port and other product research and development, started the development of app and operation platform, and gradually implemented the power station replacement project, which will be gradually put into operation from the third quarter.

GCL energy technology has previously introduced the general business model of charging and swapping business in the institutional research activities. The company said that it will cooperate with vehicle companies, travel platforms or vehicle operators to launch tram replacement and corresponding charging and storage and mobile integrated power station. The company collects electricity exchange service fee from the operator or operator. Generally, there are two charging methods: charging by electricity quantity and charging by driving distance. The power grid is connected to the power grid as a distributed energy storage station to obtain income from peak to valley difference, and additional income is obtained through asset operation and battery echelon utilization. At the same time, the exchange station is used as a comprehensive service scenario for vehicles and drivers, In the future, different scene sites will also provide value-added services such as car washing, maintenance, overhaul, auto parts, self-service sales and other value-added services to obtain revenue. The company will act as a third-party platform to integrate power exchange resources and build an energy transportation network ecology for power exchange.

Earlier, GCL energy technology disclosed on the evening of August 8 that its application for non-public offering of shares was accepted by the CSRC. Previously, the company proposed to raise no more than 5 billion yuan for new energy vehicle power station construction project, information system platform and R & D center construction project, and supplement working capital. After the completion of all projects to be invested, 485 power stations of various types will be added.

Stimulated by the news that dingzeng was accepted and the distribution of power exchange business was accelerated, the shares of GCL Energy Technology Co., Ltd. started a new round of rise since August 9, and the stock has risen more than 70% in nearly half a month. In addition, the stock has risen about 142% this year.

In terms of performance in the first half of the year, GCL energy technology realized 6.074 billion yuan of operating revenue in the half year of 2021, with a year-on-year growth of 14.09%; The net profit was 498 million yuan, up 42.14% year on year; The basic earnings per share is 0.37 yuan. In the first half of the year, the relevant wind power projects invested and constructed by the company were successively connected to the grid and put into operation. In the first half of the year, the company acquired Luliang north power Yundingshan new energy Co., Ltd., and the company's installed capacity and operating power plant business income and other business performance indicators increased year-on-year.