跨界光伏失利后 棒杰股份管理层迎来“大换血”

Core Viewpoint - The company, Bangjie Co., Ltd., is undergoing significant management changes and shifting its strategic focus from the photovoltaic sector to seamless clothing business due to ongoing losses in its solar projects [1][4]. Management Changes - On August 11, Bangjie Co., Ltd. held a temporary shareholders' meeting to elect new non-independent directors and subsequently convened a board meeting to elect a new chairman, vice chairman, and appoint a new general manager [1][2]. - The new management team, including Chairman Cao Yuangang, Vice Chairman He Qi, and General Manager Xia Jinqiang, has backgrounds in finance and investment, contrasting sharply with the previous team focused on photovoltaic manufacturing [2][3]. Business Strategy Shift - The company has decided to terminate its photovoltaic projects, which have been financially burdensome, and will now concentrate on its core strategy in the seamless clothing business [1][4]. - The decision to exit the photovoltaic sector follows a broader industry downturn, leading to significant financial losses for the company [4]. Financial Implications - Bangjie Co., Ltd. announced a projected net loss of between 120 million to 180 million yuan for the first half of 2025, primarily due to high fixed costs associated with its photovoltaic assets [5]. - The company is required to pay a compensation of 15 million yuan to the Zhejiang Jiangshan Economic Development Zone Management Committee by October 10, 2023, related to the termination of its solar projects [4][5].