储能大厂南都电源易主终止

Core Viewpoint - The company Nandu Power has terminated its control change plan after a brief one-week period, primarily due to failure to reach consensus among involved parties regarding key terms [2][4]. Group 1: Control Change Announcement - Nandu Power announced the control change plan on December 12, 2023, but terminated it on December 19, 2023, citing multiple unresolved issues during negotiations [2]. - The announcement did not provide details on the future arrangements for the recycled lead segment [3]. Group 2: Financial Performance - Nandu Power's financial performance has been under pressure, with a projected net loss of 1.497 billion yuan for 2024, and a loss of 220 million yuan reported in the first three quarters of the current year [1][6]. - The company reported revenues of approximately 11.749 billion yuan, 14.666 billion yuan, and 7.984 billion yuan for the years 2022, 2023, and 2024 respectively, with corresponding net profits of 333 million yuan, 35.976 million yuan, and a loss of 1.497 billion yuan [6]. - In the first three quarters of 2023, Nandu Power's revenue decreased by 24.8% year-on-year to about 5.911 billion yuan, with a net loss of approximately 220 million yuan [6]. Group 3: Business Segments - The company primarily focuses on energy storage applications, providing lithium-ion and lead-acid battery products, solutions, and operational services [6]. - In the first half of 2023, revenue from lithium-ion battery products was approximately 1.994 billion yuan (up 9.54%), while revenue from lead-acid battery products was about 843 million yuan (up 12.29%). However, revenue from recycled lead products fell by 72.33% to approximately 759 million yuan [8].