Lithium industry and mergers and acquisitions into the "dead" In the end what?

According to incomplete statistics of lithium battery, this year, there are nearly 31 cases of mergers and acquisitions in the lithium industry, most of which are concentrated on raw materials, power batteries, and four major materials and equipment. Among them, over 10 failed acquisitions. A series of cases of termination of acquisitions show that the cross-border transition of listed companies is not only unsuccessful, but also has many risks.

On November 6, Siu Hsin announced that the company originally planned to purchase 100% equity of Hui Qiang New Materials by issuing shares and paying cash. However, due to the different interests of both parties in the transaction, the core terms failed to reach an agreement. After negotiation, the two parties decided to terminate the plan for the major assets reorganization.

This also means that the plan for Siu Hsin’s original acquisition of two lithium battery companies has failed.

On August 14 of this year, Zhaoxin announced the termination of the acquisition of Ali shares. Regarding the reason for abandoning Alibaba’s shares, Siuxin shares said that due to the big differences in pricing and valuation between the company’s and Alibaba’s major shareholders, the conditions and ways in which Alibaba’s related parties docked the capital market for the company. Different opinions have been generated and the two parties have failed to reach an agreement. On August 11th, it signed a cancellation agreement.

Judging from the content of the announcement, although the reason for the termination of the acquisition of Zhaoxin shares will simply be attributed to the failure of the parties to reach an agreement on the purchase price and trading conditions. However, on October 31 after the termination of the acquisition of Alibaba shares, Siu Hsin announced plans to increase 200 million Jintai potassium fertilizer and 125 million to increase Shanghai Zhong Li.

Judging from the series of cases in which listed companies have terminated their acquisitions this year, the reasons behind this may be more than that.

Three major cause of acquisition failure

Lithium battery data combing these 10 mergers and acquisitions failed cases found that the listed companies to buy lithium-ion power companies, cross-border transformation failed mainly for three reasons:

Talk about money damage reorganization, price is the main reason. In 2015, under the relatively low global economic environment, the new energy industry ushered in an outbreak, and as the core components of the power battery, it also attracted over one hundred billion capital (including upstream raw materials, four materials, equipment) Into. However, the quality of lithium batteries has gradually decreased as the market's maturity has increased. As a result, corporate valuation has doubled or multiplied several times over the previous two years. Both parties have failed to negotiate on the purchase price, resulting in a purchase collapse.

The tight policies have affected the confidence of the acquirer. In 2017, it was a year of major changes in the new energy industry. From the beginning of the year, a number of policies related to the new energy industry chain were issued, the battery company directory, the new energy vehicle recommendation list review, and the 30,000 km new energy vehicle subsidy policy, etc. We are trying to weaken the reliance of the new energy industry on policies and promote industrial independence and standardization.

Performance is too high for gambling, and the subject chooses to give up. Generally, listed companies’ high-valuation acquisitions sign the performance targets against the target companies. On the one hand, under the multiple pressures of tightening policy environment, continuous price increase of raw materials, and decline in gross profit margin of products, the target companies are overburdened. Performance on the gambling pressure and risk, the final choice to give up; On the other hand, some of the standard corporate profitability is not good, not only panic difficult to complete performance commitments, and may be difficult for the listed company to add more profits, and may even cause the company to further losses.

It can be seen that the lithium battery industry has no longer “closed its eyes and can make money” and led to “power battery famine,” and they have to expand production capacity. Not only will the competitive landscape become increasingly fierce, investment risks will also increase.

On the one hand, the competition in the lithium battery industry has intensified, the high-quality targets have been rapidly reduced, and some target companies have been overvalued; on the other hand, the lithium industry policy has become increasingly stringent, and companies will gradually “wean” policies to protect them. In the future, listed companies will make large-scale cross-border mergers and acquisitions of lithium batteries. The phenomenon of the industry may gradually fade. In addition, there must be a pair of "eye-catching eyes" when selecting the target.

The lithium battery data combing failure cases in the year of 2017 from mergers and acquisitions are as follows:

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