Market analysis of important new energy minerals mergers and acquisitions
Since 2020,the new energy vehicle market has entered a new development cycle.Major global mining companies are increasing their layout of lithium,cobalt,nickel and other minerals needed for new energy vehicles.Since 2021,thanks to the good development trend of the industry,lithium has begun to lead the explosion of the new energy minerals M&A market.This paper mainly analyzes the current investment opportunities and challenges of the new energy mineral M&A market from the new energy vehicle market,the new energy transition of large mining companies,and the new energy investment and M&A market situation,and draws the following conclusions.First,since the second half of 2020,the global sales of new energy vehicles have achieved a phased breakthrough.The market prospects for new energy minerals required for power batteries such as lithium,cobalt,and nickel are optimistic.Second,large mining companies have entered a new stage of low-carbon and high-tech development.New energy minerals,such as lithium,cobalt,and nickel,have become a new competition track for major mining companies.Third,the new energy minerals market has rebounded significantly.Since 2021,the lithium and nickel M&A markets have taken the lead in rotation.However,the number of high-quality projects in the M&A market is decreasing,and it is suggested that priority should be given to projects in production.Fourth,the new energy minerals M&A market has entered a new period of opportunity,but it will also face challenges such as market speculation,increased competition,and technology innovation in power batteries.
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