Just now, the chairman of this company was put on file for investigation, and the exchange asked quickly! Last year, the chairman's salary increased by 2.91 million yuan to 7.65 million yuan

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The market value of Beijing Stock Exchange is the largest, Betterley The chairman is suspected of insider trading and is investigated! The Beijing Stock Exchange promptly issued an inquiry letter.

On the evening of July 20, Betterley (BJ835185, stock price: 73.83 yuan, market value: 53.75 billion yuan), the "top brother of Beijing Stock Exchange", announced that He Xueqin, the chairman of the company, had received a notice of filing from the CSRC and its local offices for being involved in insider trading in the securities market.

Betterley said that this investigation is only about the investigation of He Xueqin, and it will not affect the company's daily operation and management activities, nor will it affect the normal performance of individual duties.

He Xueqin Image source: Betray official website

It is understood that Betterley is the individual stock with the highest total market value in Beijing Stock Exchange. On the evening of July 20, the Beijing Stock Exchange sent a letter of inquiry to Beiteri, asking Beiteri to explain whether the subject of He Xueqin's alleged insider trading is your company's stock or not.

　　 The chairman is suspected of insider trading and put on file

　　 Beijing Stock Exchange sent a letter to inquire

On the evening of July 20, Betterley announced that he Xueqin, the chairman of the company, was suspected of insider trading in the securities market, and the CSRC decided to file a case against him in accordance with the Securities Law of the People's Republic of China, the Administrative Punishment Law of the People's Republic of China and other laws and regulations.

Betterley said that this investigation is only about Mr. He Xueqin's personal investigation, and it will not affect the company's daily operation and management activities, nor will it affect the normal performance of personal duties, nor will it have an adverse impact on the company's financial situation.

Later, Beiteri received an inquiry letter from the Beijing Stock Exchange, requesting that he Xueqin, the chairman of the company, explain whether the subject matter of the insider trading is the company's stock, whether there is any failure to perform the obligation of information disclosure in a timely manner and the disclosure of insider information in advance.

According to public data, He Xueqin, Bao'an, China Assistant to the President of the Group Co., Ltd., Chairman of Shenzhen Beiterrui New Energy Materials Co., Ltd. He was admitted to Peking University to study geophysics in September 1987, joined China Bao'an Group Co., Ltd. in September 1992, and served as the chairman of Shenzhen Beiteri New Energy Materials Co., Ltd. in March 2005.

　　 One of the leading manufacturers of negative electrode materials in China

　　 Recently, many times "hand in hand" with other listed companies

　　 Betterley was founded in 2000, It is one of the leading manufacturers of negative electrode materials in China, It is a listed company of China Bao'an (SZ000009, share price 12.69 yuan, market value 32.73 billion yuan). As of the end of the first quarter of this year, the direct shareholding ratio of China Bao'an in Beiteri reached 24.4378%, and the shareholding ratio of China Bao'an Group Holdings Co., Ltd. (a subsidiary of China Bao'an Holdings) in Beiteri reached 43.924%, a total of more than 68%.

　　 In 2015, Betray was listed on the NEEQ and listed on the Beijing Stock Exchange in November 2021. On the first day of the opening of the Beijing Stock Exchange, Beiteri opened significantly higher by more than 5%. At that time, its total market value soared to 95.5 billion yuan. Today, its latest market value is still 53.7 billion yuan, It is the largest company with market value in Beijing Stock Exchange, and the company with market value far exceeds the second place. It is called "the first brother of Beijing Stock Exchange".

He Xueqin is not only the chairman of Bertram, but also the vice president of Bao'an, China. He is also the sixth largest shareholder of Bertram. As of the end of the first quarter of 2022, He Xueqin held 1.0826% of the shares of Betray.

So, which listed company is involved in He Xueqin's "suspected insider trading in the securities market"? It is not stated in the above announcement.

On the evening of July 20, Beiteri also received an inquiry letter from the Beijing Stock Exchange, requesting the company to explain whether the subject of He Xueqin's suspected insider trading is Beiteri stock, and whether there are situations such as failure to perform the obligation of information disclosure in time and early disclosure of inside information.

In fact, since May, Beiteri has cooperated with many A-share listed companies in the fields of cathode materials and upstream mineral resources.

In May this year, Zhongwei According to the announcement, the Company and Betray signed the Strategic Cooperation Framework Agreement on May 5, 2022. Specifically, the agreement mainly includes cooperation in overseas joint investment, product supply and marketing and joint development of ternary precursor products.

In June this year, according to Longpan Technology It was announced that Betterly participated in the capital increase project of Changzhou Liyuan New Energy Technology Co., Ltd. (hereinafter referred to as "Changzhou Liyuan"), a subsidiary of Longpan Technology Holdings. Betray plans to make a subscribed capital contribution of 31.5 million yuan, taking 4.37% of the equity of Changzhou Liyuan.

It is understood that Longpan Technology's capital increase to Changzhou Liyuan will be mainly used for the "large-scale production project of new energy vehicle power and energy storage battery cathode materials" of Sichuan Liyuan New Materials Co., Ltd. (a wholly-owned subsidiary of Changzhou Liyuan).

　　 The supply of negative electrode materials continues to be tight

　　 The expected profit in the first half of the year is 850 million yuan to 1 billion yuan

In addition to adding weight to the upstream mineral resources and cathode materials (including ternary precursors), Betterly is also planning to expand its capacity in the field of cathode materials.

At present, the main revenue of Beiteri is from the contribution of cathode material business. According to relevant announcements of Betterley, from January to March 2022, the company's cathode materials achieved a revenue of 2.702 billion yuan, accounting for 66.25% of the total revenue, and cathode materials achieved a revenue of 1.243 billion yuan, accounting for 30.48% of the total revenue.

In June this year, Betterley released the 2022 Prospectus for Issuing Shares to Specific Targets (Draft), which is intended to raise no more than 5 billion yuan.

Among them, 1.5 billion yuan is planned to be invested in the 40000 ton silicon based anode material expansion project (Phase I), 1 billion yuan is planned to be invested in the 50000 ton annual high-end graphite anode material comprehensive supporting project, and 1.2 billion yuan is planned to be invested in the 200000 ton annual lithium battery anode material integration base project (Phase I).

At present, the supply of negative electrode materials in China is tight. A report of Monita Research on July 18 showed that the scene of the new energy vehicle market continued to rise in popularity, and the demand and supply of negative electrode materials were tight, leading to a widening gap in graphitization capacity. Domestic negative electrode graphitization capacity has shown a shortage situation.

Beiteri is the leading enterprise of natural graphite and artificial graphite in China. according to Huaan Securities According to the research report, in 2021, the natural graphite market share of Betterly will reach 63%, ranking first in China, and the artificial graphite market share will reach 14%, ranking third in China. Hua'an Securities predicts that the graphitization capacity of Beiteri will reach 65000/125000 tons in 2022/2023.

From the performance of the first half of the year, Betray achieved certain performance growth against the background of tight overall supply of cathode materials. According to Betterley's announcement, the company is expected to achieve a net profit of 850 million yuan to 1 billion yuan in the first half of this year, with a year-on-year growth of 16.37% - 36.91%.

　　 Last year, the chairman He Xueqin and three others

　　 Salary increase exceeds 2 million yuan

In 2021, the pay of Betray executives will rise significantly. In 2020, the overall remuneration of directors, supervisors and senior executives will be 22.1814 million yuan, and 33.537 million yuan in 2021, an increase of 51%.

　　 The most obvious salary increases are Chairman He Xueqin, Vice Chairman Huang Youyuan and General Manager Ren Jianguo. He Xueqin's salary in 2021 will reach 7.6525 million yuan, 2.9123 million yuan higher than the salary level of 4.7402 million yuan in 2020. In addition, Huang Youyuan's salary increased from 4402600 yuan in 2020 to 6.5407 million yuan in 2021, and Ren Jianguo's salary increased from 4.2570 million yuan to 6.3797 million yuan, both of which increased by more than 2 million yuan.

In addition to the above three executives, the salaries of Liu Zhiwen, Chief Financial Officer of the Company, Zhang Xiaofeng, Secretary of the Board of Directors, Yang Hongqiang, Senior Deputy General Manager, Yang Shuzhan, Deputy General Manager and others have also been significantly increased. After the salary increase, except for several directors, the annual salary of Betterley's senior executives was more than 1.4 million yuan.

In addition, according to the first quarterly report of 2022 released by Betterley, Ge Weidong continued to reduce his holdings of 784400 shares, reducing the number of shares to 6379600 shares. The market value of his shares at the end of the period was 654 million yuan, ranking the fifth largest circulating shareholder.

According to the 2021 annual report, Ge Weidong has greatly reduced his holding of 1.622 million shares of Betterly to 7.164 million shares, with a market value of 1.06 billion yuan at the end of the period, ranking the third largest circulating shareholder.

　　 Journalists| An Yufei

　　 Edit| Cheng Peng Chen Junjie, Gai Yuanyuan