德力股份实控人筹划控制权变更

Core Viewpoint - Delixi Co., Ltd. is undergoing a potential change in control, as notified by its controlling shareholder, Shi Weidong, with the specifics of the transaction still under negotiation and subject to formal agreements [1] Group 1: Company Overview - Delixi Co., Ltd. was founded in 1996 and went public in 2011, specializing in the research and manufacturing of various glass products, becoming a leading glassware manufacturer in China and ranking third globally in production capacity [1] - The company ventured into the photovoltaic glass market in November 2020 by establishing a wholly-owned subsidiary, Delixi Solar Energy, and signed a five-year procurement agreement with Longi Green Energy for at least 250 million square meters of photovoltaic glass from 2022 to 2026, with a total contract value of approximately 5.531 billion RMB (excluding tax) [2] Group 2: Financial Performance - Following its entry into the photovoltaic sector, Delixi Co., Ltd. has experienced continuous losses, with a net profit loss of over 31 million RMB in 2020, escalating to a loss of 120 million RMB in 2024, and an additional loss of over 45 million RMB in the first half of 2025 [2] - The company's asset-liability ratio surged from 24% in 2019 to 68% in 2024, indicating increasing financial strain, with cash on hand insufficient to cover short-term interest-bearing debts [2] Group 3: Recent Developments - In 2025, Delixi Co., Ltd. has been selling assets to recover funds, including the sale of its wholly-owned subsidiary, Delixi Mining, for a total price of 135 million RMB, with the transaction amount already received as of September 23 [4] - As of September 30, 2025, the market capitalization of Delixi Co., Ltd. was 3.261 billion RMB [5]