GCLSI(SZ:002506) Zheng Quan Shi Bao Wang·2025-03-14 11:59Core Viewpoint - GCL-Poly Energy (002506) announced a joint investment with Risen Energy to establish a new company focused on expanding battery production capacity and enhancing supply chain stability [1] Group 1: Investment Details - GCL-Poly's subsidiary, Suzhou GCL, will invest 800 million yuan, holding a 48.28% stake in the new company, while Risen Energy will contribute 857 million yuan through its 90.957% stake in Xuzhou High-tech Zhuoyao New Energy, holding a 51.72% stake [1] - The registered capital of the joint venture, Xuzhou Xinyao New Energy Technology Co., Ltd., is set at 1.657 billion yuan [1] Group 2: Strategic Goals - The investment aims to indirectly enhance the battery production capacity of Xuzhou High-tech Zhuoyao, leveraging GCL-Poly's existing 30 GW solar module capacity and 16 GW solar cell capacity [1] - The company plans to upgrade part of the production lines at Xuzhou High-tech Zhuoyao to BC battery capacity, aiming to seize opportunities in the BC market [1] Group 3: Market Positioning - The company is expanding its battery management capacity at a low cost during a period of industry valuation at the bottom, ensuring a stable and efficient supply chain to meet the demand from its module segment [1] - This strategic move is expected to further enhance the company's market share in the solar energy sector [1]