智光电气筹划购买控股子公司智光储能少数股权 9月29日起股票停牌

Core Viewpoint - Zhiguang Electric is planning to acquire all or part of the minority equity of its subsidiary, Zhiguang Energy Storage Technology Co., Ltd., through a combination of share issuance and cash payment, while also raising matching funds through share issuance [1] Group 1: Company Developments - Zhiguang Electric's stock will be suspended from trading starting September 29, with an expected suspension period not exceeding 10 trading days [1] - The transaction is not expected to constitute a major asset restructuring, related party transaction, or lead to a change in actual control of the company [1] - Zhiguang Energy Storage focuses on the research and manufacturing of energy storage systems and related technologies, including EMS, BMS, and battery PACK [1] Group 2: Strategic Focus - The company has identified energy storage as a strategic priority, with recent orders indicating strong business momentum [1] - Zhiguang Energy Storage signed a procurement contract worth 164 million yuan with China Energy Engineering Group Guangdong Electric Power Design Institute for high-voltage cascade semi-solid lithium iron phosphate energy storage systems [1] Group 3: Project Updates - The company is constructing and operating independent energy storage power stations in Qingyuan and Meizhou, with several phases nearing completion and expected to be operational by the end of the year [2] - The energy storage stations utilize Zhiguang's high-voltage direct-connected energy storage system, which is efficient and cost-effective, aligning well with operational needs [2] - Future independent energy storage station numbers in Guangdong will be controlled due to provincial policies, but the company is expected to maintain a competitive advantage [2] Group 4: Market Outlook - Energy storage stations are crucial for the new power system and play a significant role in auxiliary services and electricity trading markets [3] - The company possesses advantages in manufacturing energy storage equipment and integrating energy storage systems, along with experience in constructing and operating independent energy storage stations [3] - As the electricity market matures and business models become clearer, the company is considering further investments in independent energy storage stations in other locations [3]