遭遇法拍猎手？ “光伏第一股”亿晶光电实控人缺位，公司回应 | 能见派

Core Viewpoint - Yijing Optoelectronics, once the "first stock of photovoltaic" in the A-share market, has become a company without a controlling shareholder or actual controller due to the auction of its largest shareholder's shares, leading to significant changes in its ownership structure [2][3]. Group 1: Shareholder Changes - The largest shareholder, Shenzhen Weizhi Energy, has completely exited by auctioning off 200 million shares, which accounted for 16.90% of the total share capital, through four rounds of public auctions [3][5]. - The buyers of the shares are all individuals, including Zhang Shouchun, who is known as a "bull market player" and "bargain hunter," having invested 4.9 billion yuan in 65 auctions since 2020 [5][6]. - Yijing Optoelectronics has stated that the new shareholders do not have any relationships with the previous controlling shareholder or the current board members, and there are no agreements or financial ties among them [3][5]. Group 2: Financial Performance - Yijing Optoelectronics reported a record loss of 2.09 billion yuan in 2024, with a loss of 153 million yuan in the first half of this year, although this is an improvement compared to a loss of 470 million yuan in the same period last year [5][6]. - The company's battery production capacity is completely halted, and the utilization rate of its component production capacity is only about 44% [5][6]. - Cumulatively, from 2019 to 2024, Yijing Optoelectronics has incurred losses exceeding 3 billion yuan, with a total loss of over 3 billion yuan since its listing [5][6]. Group 3: Historical Context - Yijing Optoelectronics became the first pure solar cell component company listed in the A-share market in 2011 but faced significant losses after the "double-reverse" investigations from Europe and the U.S. starting in 2012 [6]. - The company had previously signed a profit guarantee agreement with Haitong Group, which led to substantial share dilution when the actual profits fell short of the promised figures [6]. - In 2019, the control of Yijing Optoelectronics was transferred to Weizhi Energy, which later faced financial difficulties, leading to the auction of its shares [6][7].