在中国对碳中和要求下持续深化的动力电池回收政策体系的背景下，同时新能源汽车的普及、消费型锂电池需求平稳增长的推动下，NMP的回收及再利用领域的市场增长潜力明显，收购事项将为集团注入优质资产，改善财务状况，增强持续盈利能力。On November 5, K.H. GP Hldgs (01557.HK) announced that on November 5, 2024, the company and LoveNews (a wholly-owned subsidiary of the company) (as the buyer) entered into a purchase agreement with the seller (as the seller) to purchase and transfer the entire equity of Changzhou Yonghong Yifeng New Materials Technology Co., Ltd., as well as transfer shareholder loans, for a total price of RMB 61.9 million.
The target company's wholly-owned subsidiary, Jiangsu Yongmai, owns a facility with an annual production of 0.06 million tons of N-methylpyrrolidone circular comprehensive utilization, which is currently in the trial production stage.
Upon completion of the acquisition, the group's business will expand into the field of hazardous waste harmless treatment and recycling of renewable resources. The acquisition is an important step for the group in the layout of the chemical and eco-friendly concept fields, as well as a significant move to expand the business scope in the field of chemical new materials and promote diversified development of business.
Against the backdrop of the continuous deepening of China's carbon neutrality requirements, and driven by the popularization of new energy autos and the steady growth in demand for consumer lithium batteries, there is significant growth potential in the market of NMP recycling and reuse under the dynamic battery recycling policy system. The acquisition will inject quality assets into the group, improve financial condition, and enhance sustainable profitability.
