Recently, Tianqi lithium industry suffered from shareholder reduction but went out of the second board against the trend, which became the focus of market attention. Many people criticize hot money for cooperating with shareholders to reduce their holdings. Is that really the case?

Then listen to the story of Tianqi Lithium Industry first. After listening, it is estimated that you will feel differently.

1997, Jiang Weiping was unwilling to jump out of the system, went into business, and began to engage in lithium mine-related business. That year, Jiang Weiping was 42 years old.

By 2004, this was a key turning point. Its customer, Shehong Lithium Industry, has a financial crisis and is about to go bankrupt. Jiang Weiping took it into his pocket, which is now Tianqi Lithium Industry. Subsequently, through active management, the company quickly got rid of the financial crisis with its own resources, and turned it into the first lithium mine processing company in China, and listed on the A-share market.

At that time, Tianqi Lithium Industry was only engaged in lithium ore processing, and there was no lithium ore resources in its hands. Almost 95% of it was imported and was strangled by foreign giants. For example, Australia's Tellison often uses its position as a giant to raise prices, making it difficult for lithium ore processing enterprises to make profits.

Jiang Weiping knows that if Tianqi Lithium wants to get rid of this situation of being controlled by others after becoming a shareholder, it must have mines at home.

However, I didn't expect that there was no improvement in the follow-up, but the situation was even worse at 20 12.

Lockwood, another lithium giant, wants to buy Australia's Tellison Company in an all-round way. This is even worse for the lithium mine industry in China. Lockwood is an American lithium mining giant. If it buys Tellison, the mineral resources will be more concentrated and monopolized, which is extremely unfavorable to the development of lithium industry in China.

Ordinary people, in the face of this situation, will be as white as ashes. The reality is too cruel. At that time, Tianqi's annual income was only 400 million, while Lockwood's income was 654.38+0.5 billion. Obviously, this is impossible.

But Jiang Weiping finally won and successfully changed his life.

Jiang Weiping first quietly bought 65,438+00% of Tellson's shares in the stock market, and then asked other Tellson shareholders to buy 65,438+00% of the shares at a high price, which successfully blocked Lockwood's acquisition.

Subsequently, China's famous CIC also stepped in to help Jiang Weiping, and borrowed billions to help Tianqi fully occupy Tellison, thus enabling Tianqi or China to gain control of Greenbush, a spodumene mine with the highest grade and largest reserves in the world.

It is also a classic case of snake swallowing elephant, which changed the pattern of lithium mines in the world and resolved the crisis of lithium industry in China. Without this, it is difficult for China's new energy vehicles to have such a grand occasion. Jiang Weiping was 59 years old.

After that, the price of lithium ore soared and quadrupled in three years. Tianqi lithium industry, which owns the largest spodumene in the world, earns a lot of money. Not only has the original debt been paid off, but the income has soared, and the market value has increased by 10 times, reaching 90 billion yuan.

The turning point of 20 18 is coming again.

In the same story, SQM, another giant lithium mine in the world, also wants to sell its 32% stake. This SQM has the right to mine the world's first lithium salt lake.

At that time, Tianqi already owned the world's first lithium mine. If we can win the first lithium salt lake under SQM, Tianqi lithium industry will completely establish its position as the world's lithium giant that day.

How could Jiang Weiping miss this opportunity? This time he borrowed money to buy it, and it succeeded. Tianqi lithium industry hopes to become a world lithium giant, but it also lays the groundwork for its own financial crisis.

However, this time, Jiang Weiping was unlucky, and then the lithium mine plummeted and the price of lithium carbonate halved. 20 18 even broke through the cost price of ore.

Tianqi's income has plummeted, and at the same time, it has to repay huge interest. Therefore, it has suffered huge losses in the past two years, and Tianqi is also difficult to raise funds, facing the risk of bankruptcy.

Fortunately, it's a long way to go in Xiu Yuan. This year, the prosperity of new energy vehicles continued to pick up, and the price of lithium carbonate began to rise. Tianqi is expected to be reborn and attract new strategic investors. The syndicate also promised Tianqi to delay repayment, and Tianqi is expected to further alleviate the debt crisis.

This is also the reason why Tianqi shareholders announced a substantial reduction two days ago but went against the trend, because the proceeds from shareholders' reduction will be used to provide financial assistance to Tianqi Lithium Industry and other capital needs.

Not all the reductions are negative. Many retail investors simply think that Tianqi's share price has soared recently because of the increase in hot money and the decrease in shareholders' holdings, but this is too one-sided.

Before the price of lithium skyrocketed, Tianqi really didn't have any hope of turning over, but now it does have a turn for the better. The strategic investors who are now entering are not fools.

In addition, I think the lithium battery industry should thank Mr. Jiang Weiping. Without Jiang Weiping, the upstream lithium mine is completely in the hands of foreign giants. For the detour overtaking strategy of new energy vehicles in China, the final outcome may be that our steel industry has been holding the lifeline of foreign iron ore.