二度收购巴莫科技 华友钴业标的业绩承诺落空

Core Viewpoint - Huayou Cobalt is restarting its acquisition of Tianjin Bamo Technology Co., Ltd. to strengthen its position in the lithium battery cathode materials sector, aiming to acquire a 38.6175% stake for 1.3512 billion yuan, which will allow it to control 65.0222% of the voting rights in Bamo Technology [1][2]. Group 1: Acquisition Details - The acquisition price for the 38.6175% stake in Bamo Technology is set at 1.3512 billion yuan, with the total valuation of Bamo Technology increasing from 3.2 billion yuan in 2019 to 3.5 billion yuan [1][5]. - The previous attempt to acquire Bamo Technology in 2019 was halted, where Huayou Cobalt planned to purchase 100% of the company for 3.2 billion yuan [2][5]. Group 2: Strategic Importance - The acquisition is seen as a crucial step for Huayou Cobalt to become a global leader in the lithium battery new energy materials industry, as Bamo Technology is a leading manufacturer of lithium battery cathode materials and an important customer [2][3]. Group 3: Performance and Concerns - Bamo Technology failed to meet its performance commitments made during the previous acquisition attempt, with promised net profits for 2019-2021 not being realized [3][4]. - The actual net profits for Bamo Technology in 2019 and 2020 were approximately 99.81 million yuan and 189 million yuan, respectively, falling short of the promised figures [3][4].