has resigned naked from the Ningde era, does not seem to have "stepped out" of the Ningde era.
Huang Shilin is the chairman of the Times Nebula. As early as 2019, Ningde Times and Nebula Co., Ltd., the leader of lithium battery testing, jointly funded the establishment of Times Nebula, which is mainly engaged in lithium energy storage equipment and solutions, and cut into the track of "optical storage, charging and inspection power station". In January
this year, Times Nebula's Intelligent Energy Storage Industrial Park project in Fuzhou started, focusing on the research and development of energy storage integrated systems, with an annual capacity of 12 GWh. According to relevant sources, the core supplier of Times Nebula is Ningde Times.
This also means that the Nebula of the Times has become an important channel for the delivery of batteries in the Ningde era, as well as a pawn for exploring new energy vehicle optical storage charging stations.
Could it be that in the "farewell" a year ago, Huang Shilin just changed his role and continued to work for his old friend Zeng Yuqun, who had been friends for more than 30 years?
In response to Huang Shilin's "naked resignation", Ningde Times said: "After his resignation, Huang Shilin will put his personal career in the emerging field of optical storage, filling and inspection, and may form strategic synergy with the company in the future."
All of a sudden, Huang Shilin's Times Nebula was the focus of attention from the outside world, and the industry speculated one after another: Is Times Nebula next "Ningde era" that Huang Shilin wants to create? The official website
of Ningde Times shows that the optical storage, charging and inspection power station is an important scenario for energy storage on the user side. In this important subdivision area, Ningde Times has launched at least three companies: joining hands with Xiaomi to invest in Kuaibu Technology, establishing a joint venture company with Keshida, Times Keshida, and jointly investing with Nebula to establish Times Nebula.
In fact, through the joint operation of the four-in-one overcharging station for optical storage, charging and inspection, Times Nebula is closely bound with Ningde Times and Nebula Shares, forming a solid iron triangle relationship .
According to the financial report of Ningde Times, Times Nebula has become a joint venture since its establishment in 2019." From 2019 to 2022, the related transaction volume of energy storage battery system is 3.495 million yuan, 38.613 million yuan, 13.912 million yuan and 1296 yuan respectively. Industry insiders revealed that even in the situation that batteries are hard to find in 2022, Times Nebula will not worry about the lack of supply.
In 2019, when Times Nebula was founded, Zeng Yuqun invested 20 million yuan, with a loss of 68.
But this still could not stop Zeng Yuqun's additional investment in Times Nebula. On November 23, 2022, Nebula Stock disclosed that it planned to increase the capital of Times Nebula with Fujian Jizhi Energy Storage and Ningde Times, totaling 200 million yuan. Nebula Stock, Jizhi Energy Storage and Ningde Times held 10%, 35% and 20% of the shares respectively, showing a tripartite situation. Among them, Jizhi Energy Storage is a 90% owned enterprise by Huang Shilin. On October 17,
2022, the "Intelligent Over-charging Station for Optical Storage, Charging and Inspection" developed and manufactured by Times Nebula and invested by Nebula Co., Ltd. was launched in Ningde Lithium Power Town, Fujian Province, which is the first intelligent charging station for optical storage, charging and inspection with full DC micro-grid technology in China.
It is reported that Nebula Co., Ltd. plans to build 108 intelligent overcharging stations for optical storage and inspection in Fujian Province. The core of the energy storage power station comes from Ningde Times, the integrated system comes from Times Nebula, and the charging pile and operation and maintenance system come from Nebula Co., Ltd. Unlike ordinary charging piles, the power station is equipped with an energy storage system, which can implement high charging and low discharging, and expand the profit margin. According to relevant sources, an optical storage charging station can return the cost in two years.
The person also told the "Energy Storage Institute" that as a community of interests jointly operated by the three parties, it is impossible for companies other than Ningde Times to use the energy storage battery core of the overcharging station.
As the leader of lithium battery testing, Nebula shares are closely intertwined with Ningde Times business. Ningde Times is the number one customer of the former, contributing more than 60% of revenue and sales in 2022. 7. Xingyun shares were listed in 2017, and the revenue from Ningde Times accounted for only 21% in 2016, which shows that the business dependence of Xingyun shares on Ningde Times is increasing year by year.
It is worth noting that the energy storage market is in full swing, which also attracts Nebula shares, a downstream testing company. According to the financial report, the company is gradually cutting into energy storage products such as energy storage converters (PCS) and charging piles by means of lithium battery testing technology and high-power power electronics measurement and control technology, and providing the core components of optical storage and charging stations. The large-scale imagination space of
optical storage, charging and inspection stations lies in the demand for charging piles brought about by the outbreak of the new energy automobile market, as well as the demand for supporting industrial and commercial energy storage construction. The massive market prospects may have contributed to the alliance of the three companies for mutual benefit. For example, Li Youcai, the founder and chairman of Nebula Stock, is also the chairman of the board of supervisors of Nebula Times and the director of Nebula Wisdom. In February
2023, the Ministry of Industry and Information Technology and other eight ministries and commissions issued the Notice, emphasizing that the ratio of vehicles to piles in the public sector should strive to reach 1:1. As of the first half of this year, the number of new energy vehicles in China has reached 16.2 million, accounting for nearly 5% of the total. More than 6.6 million charging piles have been built, and the ratio of vehicles to piles is about 200
million. It is estimated that the number of charging facilities in China will reach 17.66 million in 2026, and the market scale will exceed 200 billion yuan.
We roughly estimate that if every 100 charging piles are equipped with 500 degrees of energy storage power stations, it will also bring nearly 88.
In addition to optical storage, charging and inspection, in the bidding of strong energy storage systems, Times Nebula has frequently won orders . From the Three Gorges Water Conservancy, Guangdong Power Grid, China Electric Power Research Institute, Huafa New Energy, Fudan Science Park and so on, the core of Ningde era may be indispensable. One of the
largest orders came from Guodian Nanjing Automation's "High Power Magnetic Suspension Flywheel Battery Energy Storage Project", which amounted to more than 10 million yuan.
Today, backed by Ningde Times, the Times Nebula, which has been established for more than four years, has nearly 1000 employees and has been rated as the "leading industrial enterprise in Fujian Province", and has taken off rapidly in the industry.
Brotherly
public information shows that in October 1967, Huang Shilin was born in Jiaocheng, Ningde City, Fujian Province, more than half a year older than Zeng Yuqun.
He and Zeng Yuqun, the No.1 leader of Ningde Times, are not only fellow countrymen, but also high school classmates of Ningde No.1 Middle School, a key middle school. They have established friendship since their youth. After graduating from
high school, 17-year-old Zeng Yuqun was admitted to the Department of Ship Engineering of Shanghai Jiaotong University with the first grade in his class, while Huang Shilin was admitted to Hefei University of Technology, majoring in semiconductor devices and microelectronics technology in the Department of Applied Physics. After
graduation, Zeng Yuqun entered a state-owned enterprise, while Huang Shilin returned to Ningde to become a civil servant.
In 1989, just three months after joining the company, Zeng Yuqun resigned from the state-owned enterprise and went to Dongguan Shinco Magnetic Power Plant, which belongs to Hong Kong Shinco Industries, a subsidiary of Japan's TDK (Tokyo Electric Chemical Company), the world's leading computer hard disk magnetic head. Two years later, Huang Shilin quit his job as a civil servant and followed Zeng Yuqun to Xinke Electromagnetic Factory. After
Zeng Yuqun was promoted from technician to senior manager, his career encountered an embarrassing state of ceiling. In 1999, as one of his partners, he and his friends co-founded Lithium Battery Start-up Company Amperex Technology Limited in Hong Kong, whose Chinese name is "New Energy Technology Co., Ltd.", or ATL, and Huang Shilin is also one of the founders. On May 24,
2004, ATL established Dongguan New Energy Technology Co., Ltd. in Songshan Lake, Dongguan. Huang Shilin served as the R & D director of the company and participated in the Guangdong-Hong Kong bidding project "Development and Industrialization of Automotive Power Lithium Ion Battery System" as one of the main responsible persons.
ATL quickly became the global leader in consumer lithium batteries (mainly used in small household appliances), but unfortunately, due to the extreme thirst for funds during the rapid expansion, ATL's founding team had a very low equity ratio and lost its voice. Institutional shareholders sold 100% of the company to Japan's TDK for $100 million. In
2008, driven by Zeng and Huang, a power battery team was set up within ATL, and Huang Shilin led the team to develop a power battery management system with active balancing function, which is the predecessor of Ningde Times (CATL).
Since then, Huang Shilin has officially become the vice president of Dongguan New Energy Technology Co., Ltd. and led the team to design a large-scale intelligent energy storage battery system in 2010, which was applied to the Zhangbei National Demonstration Project of Energy Storage, which was also the largest demonstration project of wind and solar energy storage and transmission in the world at that time. The gears of
fate began to turn faster. In 2011, Huang Shilin and Zeng Yuqun and other core members of ATL jointly founded Ningde Times New Energy Technology Co., Ltd. (Hereinafter referred to as "Ningde Times"), in line with the strategic direction of the country's call to build a powerful automotive country and smart grid, Ningde Times began to focus on the production of lithium-ion batteries for electric vehicle and energy storage power stations.
In 2012, BMW Brilliance became the first automotive power battery customer in the Ningde era. When German BMW gave more than 800 pages of power battery production standards to the Ningde era, Huang Shilin faced difficulties and finally completed the research and development and production of BMW automotive power batteries, which also opened up the engine power for the rapid development of the Ningde era. Huang Shilin, an
engineer, can be said to be the soul of battery technology in Ningde era.
Seven years later, Ningde Times became the world's largest supplier of electric vehicle batteries, surpassing Panasonic and BYD. On June 11,
2018, Ningde Times landed on the GEM, with a market value of 78.6 billion yuan on the first day of listing, and Huang Shilin's net worth reached nearly 10 billion yuan. In
the next three years, the stock price of Ningde Times soared and its market value soared. Zeng Yuqun and Huang Shilin also made the Forbes list of the richest people in mainland China in 2011. Zeng Yuqun ranked third, while Huang Shilin was worth up to 147.5 billion yuan. It ranked 15th , becoming the only top rich person in the top 20 of the list to be listed as the "second-in-command".
" 10.
It is worth noting that Huang Shilin did not retire after resigning from Ningde Times. He is active in the political and business circles. On May 16,
2022, Fujian Province announced the list of new government counselors, and the name of Huang Shilin, a billionaire, was on the list.
. The legal representative is Huang Shilin, holding 90% of the shares. In November
2022, Jizhi Energy Storage announced its participation in Times Nebula. Industry and commerce information shows that Jizhi Energy Storage currently holds 35% of the shares of Times Nebula and is the largest shareholder of Times Nebula.
On the same day that the Fujian Provincial Government issued the announcement (May 16, 2022), Nebula Wisdom, a subsidiary of Nebula Stock, was officially registered and established as the main body of Nebula Stock's "optical storage, filling and inspection" business, with Nebula Stock holding 30% of its shares. On December 29,
2022, Huang Shilin registered as a major shareholder of Nebula Wisdom, holding 40% of the shares. On December 30,
2022, Fujian Jixinguang Storage and Inspection Technology Co., Ltd. was registered and established, and its legal representative is Huang Shilin, holding 90% of the shares.
That is to say, after Huang Shilin announced his resignation from the management position of Ningde Times in August 2022, four enterprises have successively participated in the shareholding or operation, and indeed, as disclosed by Ningde Times, "Huang Shilin will explore business opportunities in the emerging field of optical storage, filling and inspection after his resignation".
According to the equity penetration of enterprise investigation, there are currently 10 enterprises controlled by Huang Shilin.
, 2023 According to the requirements of the China Securities Regulatory Commission, after the resignation of the management of listed companies, Shares are not allowed to be transferred or reduced within half a year. Now, although the reduction restriction period has passed, as a shareholder holding more than 5% of the shares, Ningde Times has not announced any trend of Huang Shilin's reduction of the company's shares. Before
Huang Shilin announced his resignation from the management position of Ningde Times, the industry had spread the news of "Huang Shilin's crazy reduction of cash holdings".
At that time, Ningde Times made a special announcement explaining: "Due to the need of family asset planning, Huang Shilin transferred no more than 2 million shares (including this number) of the company's shares to six private equity investment fund products held by himself in bulk trading on January 4, 2022.". The above share changes are internal transfers between Huang Shilin and his concerted actors, and there is no disguised reduction in market rumors. He
resigned from affiliated companies and devoted himself to affiliated industries, but did not reduce his stock holdings. Thinking back to Huang Shilin and Zeng Yuqun's more than 20 years of entrepreneurship, this time Huang Shilin entered the jungle of light storage and inspection, which seems to be the first shot in the card competition for the Ningde era.
However, even if it is a high-prosperity track, Huang Shilin's challenges are not small: since its establishment, it has been losing money year after year, with revenue of 102 million yuan, 603 million yuan and 305 million yuan respectively in the first half of 2021, 2022 and 2023, and net losses of 978 yuan
respectively. Long-term losses are also unsustainable. How to turn losses into profits and prevent wealth from shrinking may be a top priority for the former all-powerful second-in-command.
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