协鑫科技获无极资本7亿美元加注 双方还将设立专项产业基金

Core Viewpoint - GCL-Poly Energy, a leader in photovoltaic high-tech granular silicon, has announced a strategic financing agreement with Infini Capital, a well-known international investment institution with Middle Eastern sovereign fund background, to raise approximately HKD 54.46 billion (around USD 7 billion) through a private placement of about 4.736 billion shares, aimed at strengthening the company's equity structure stability [1][2] Group 1: Financing Purpose - The financing will be utilized for three main purposes: firstly, to reserve funds for supply-side reform and promote structural adjustments in polysilicon production capacity; secondly, to enhance the second curve by leveraging the world's leading silane gas production capacity and output, addressing the rising demand for silane in semiconductor integrated circuits, the transition from TOPCon to BC solar cells, and the lithium battery industry's requirements; thirdly, to optimize the company's capital structure and solidify its equity structure [1][2] Group 2: Strategic Collaboration - GCL-Poly and Infini Capital will jointly establish a specialized industrial fund focused on integrating inefficient and low-quality surplus capacity within the industry through market acquisitions, professional restructuring, and innovative upgrades, aiming to concentrate resources on high-quality production capacity and end the chaotic low-price competition in the industry [2] Group 3: Industry Context and Competitive Advantage - The financing not only optimizes GCL-Poly's capital structure and solidifies the position of its controlling shareholder but also provides ample resources for technological iteration and the elimination of outdated production capacity. This collaboration is expected to enhance GCL-Poly's competitive advantage in granular silicon technology, silane gas production, and perovskite industry incubation, especially as the photovoltaic industry faces critical points of technological iteration and capacity elimination [2]