"In terms of the industrialization of polylithium batteries, there are about 10 competitive manufacturers. Foreign manufacturers mainly include Sony, Samsung, LG, etc., and domestic manufacturers mainly include TCL and ATL. According to reports, in the poly-lithium battery market, Sony occupies a share of about 70. But with the rapid growth of other suppliers, Sony's share will drop to around 50. The production technology of domestic mobile phone batteries is still relatively backward, and high-capacity mobile phone batteries mainly rely on imports from abroad," Guan Weidong said.

"In the next few years, rechargeable batteries will occupy a larger market share, while the market share of primary batteries will become smaller, and the popularity of camcorders, mobile and cordless phones, notebook computers and multimedia devices, etc., will require more and more rechargeable batteries. The rechargeable battery is developing in the direction of environmental protection, light and thin, small energy, and higher density. The group is now investing in the lithium battery industry, which can be described as the best time, not only to meet its own product needs, but also to sell to the outside world," Guan Weidong said.

"Then what are your suggestions for specific investment directions?" Jiang Hui asked.

If you just do an investigation report, anyone will do it. However, how to give appropriate recommendations in combination with the investigation report is a great test of people's level.

"We recommend the company to acquire ATL, which is the abbreviation of New Energy (Ganggang) Technology Co., Ltd. The company was founded in 1999, although it is currently a wholly-owned company under the TDK Group of the island country, but the company is completely independent from the headquarters in the independent operation, but in the early entrepreneurial period, the funds were tight, and the company's entrepreneurs sold their shares to the headquarters in Hong Kong. The company's two wholly-owned subsidiaries that have been put into production in China are in Guancheng. The polymer lithium-ion batteries produced by the company are safe and environmentally friendly, and the products have passed CE, UL and other international safety certifications. The company's sales network is distributed in the Celestial Empire, the United States, island countries, Europe and Southeast Asia and other markets. After six years of development, the company has become a well-known mobile power supplier for electronics companies at home and abroad," said Guan Weidong.

ATL is a company, in his previous life, Jiang Hui also learned about it through Samsung's Note7 explosion, and only after a detailed understanding did he know that this company is actually quite powerful.

At that time, the mobile phone explosion incident was in an uproar, and civil aviation even banned users from carrying Note7 on board. Samsung disclosed at the time that the Note 7 batteries that exploded were all produced by Samsung's own subsidiary SDI, while the batteries produced by ATL for the Note 7 had no record of combustion and explosion accidents confirmed by the factory. For this reason, Samsung not only refused to recall Note 7 phones that use ATL batteries, but also handed over more orders for Note 7 batteries to ATL. With the explosion of the Note 7 battery, ATL once again proved its technical prowess.

At that time, when Jiang Hui went to inquire about ATL's information, he found that in the field of consumer electronics, ATL's polymer battery had become the world's first. In addition to Samsung, Apple, Huawei, OPPO, ViVo, Xiaomi and other mobile phone manufacturers are using ATL's batteries. At that time, Jiang Hui also took apart his Huawei mobile phone and looked at it, and the battery was indeed made by ATL.

ATL is a lithium battery foundry company, and the founder is the company's CEO Zeng. Mr. Zeng graduated from Shanghai Jiaotong University in 1989 and was assigned to a state-owned enterprise in Fujian Province. It is said that after only 3 months, he resigned and went to work as an engineer in an electronics factory in Lingnan Province.

The name of the plant is Guancheng Xinke Magnetic Power Plant (SAE's manufacturing base). Today, SAE is the world's largest independent supplier of hard disk heads.

At ST, Mr. Tsang met two other partners who co-founded ATL. One is Mr. Liang, the CEO of SAE, and the other is Mr. Chen, Mr. Zeng's immediate boss. It is said that one day, Liang came to Zeng and asked him to help him look at a battery project, although Zeng thought that lithium batteries could be made, but he had no intention of joining, and then Liang found Chen to do Zeng's work, and then the three of them decided to start ATL.

In 1999, ATL was formally established and set up a factory in Guancheng, and its main business direction is pouch polymerization lithium batteries. Because Sony, Panasonic and other hard-shell and cylindrical batteries were already doing well at that time, ATL decided to develop the market through differentiated products.

That is, polymer lithium batteries.

If the current ATL is a calf, and the future ATL is a big bull, then the CATL that was born out of the ATL power battery department is a super bull. Almost all domestic auto companies except BYD have cooperated or intend to cooperate with CATL.

More than 10 years later, with the introduction of various government policies to encourage new energy vehicles, major automobile companies have proposed their own electric vehicle projects, and the most important thing for electric vehicles is the battery. CATL is the largest battery factory in China, and even in 2017, some institutions predicted that in the next two years, CATL will become the world's largest automotive battery factory. It can be said that when the era of electric vehicles came, almost all domestic automobile companies were working for CATL.

Such a company with huge potential, as soon as Guan Weidong proposed it, Jiang Hui decided to take it down no matter what. You must know that the Korn Ferry Group is not only considering the mobile phone project, the future car project also has a very large demand for batteries, and at the same time, the drone project also needs to use batteries.

"Mr. Jiang, ATL's initial technology came from Bell Labs, and it was later improved and launched. It is said that there is a little story in this," Guan Weidong said.

"Yes, it seems that your investigation is quite detailed," Jiang Hui said.

"Hehe, yes, there is no better platform for me to play than Guanghui Investment in China, of course I have to cherish it.

After the establishment of ATL, the general manager of the company flew to the United States with funds to purchase the patent authorization of the polymer lithium battery of Bell Laboratories in the United States. This has also made ATL's technology favored by many large mobile phone brands. But after buying the technology, ATL found that the batteries made by Bell's technology were prone to bulging and deforming. When Mr. Zeng asked Bell's senior management again, the answer he got was that it was, and Bell had no solution to it. At that time, more than 20 companies around the world bought patent licensing, but none of them solved this problem, but ATL later solved this problem, which is also an important reason why ATL was able to develop later.

It is reported that Mr. Zeng could not sleep at night after returning from the United States, and hurriedly studied how to solve this problem. Later, starting with changing the composition of the electrolyte, the company that produced the battery solution came up with seven new formulas, which eliminated the low-boiling chemicals in the original formula, and the batteries made did not bulge," Guan Weidong said.

"Mr. Zeng, you should leave for the island country as soon as possible and discuss with TDK about the acquisition of ATK," Jiang Hui said.

"I understand, but at that time, we may need the senior management of the island country branch of YY Live and the island country branch of the school network to help introduce and know some people related to the island country, so as to facilitate better acquisitions," Guan Weidong said.

"No problem, I will ask Tang Wenwen and Chen Hu to fully cooperate with your acquisition work," Jiang Hui said.