Golden Solar(SZ:300093) Zhi Tong Cai Jing·2025-09-30 11:45Core Viewpoint - *ST Jinkang (300093.SZ) has disclosed a restructuring plan draft, indicating a strategic focus on HJT technology and the integration of computing power services to enhance its position in the green energy sector [1] Group 1: Business Strategy - The company will continue to receive support from Ouhau Group to focus on HJT technology, aiming to consolidate its first-mover advantage in the photovoltaic industry [1] - Ouhau Group plans to collaborate with industry partners to introduce computing power services to Jinkang Photovoltaics, positioning the company as a green energy-oriented computing infrastructure operator [1] Group 2: Market Development - Jinkang Photovoltaics will deepen its operations in Jiuquan, leveraging the local green energy policy advantages [1] - The company aims to expand its existing green photovoltaic business by developing AI big data services, combining energy and computing power [1] Group 3: Business Model Innovation - The goal is to create an integrated business model that encompasses photovoltaic manufacturing, power generation, computing services, and direct green electricity connections [1]