爱旭股份: 拟与关联方签署8921万元设备采购补充协议

Core Viewpoint - Aixi Solar (600732) announced a supplementary equipment procurement agreement worth 89.21 million yuan with its affiliate Zhuhai Maikesi Automation Systems Co., Ltd, aimed at upgrading the hardware and process functions of undelivered wet process equipment [1] Group 1: Equipment Procurement Agreement - The supplementary agreement is an upgrade to the original equipment procurement contract signed in April 2024, which had a total amount of 214 million yuan and involved 74 sets of photovoltaic wet process production equipment [1] - As of now, 16 sets of equipment have been delivered, corresponding to an amount of 46.43 million yuan [1] - The upgrade will result in the delivery of 30 slot cleaning machines and 13 horizontal etching machines [1] Group 2: Market and Technology Context - The equipment upgrade is a prudent decision based on changes in the photovoltaic market and the need for technological iteration to maintain product market competitiveness [1] - Zhuhai Maikesi, as a long-term partner, possesses leading technological advantages and reliable delivery capabilities in the photovoltaic wet process equipment sector [1] - The upgrade will utilize the company's self-developed technology, enhancing the conversion efficiency of battery products and making their performance more competitive in the market [1] Group 3: Company Performance - Aixi Solar is a global leader in the new energy high-tech sector, focusing on the research, development, manufacturing, and overall solutions of core photovoltaic power generation products [1] - In the first half of 2025, the company achieved an operating revenue of 8.446 billion yuan, representing a year-on-year growth of 63.63% [1]