阿特斯拟与控股股东新设合资公司

Core Viewpoint - The company, Arctech (688472), announced plans to establish joint ventures M and N with its controlling shareholder CSIQ, focusing on solar and energy storage businesses in the United States [1] Group 1: Joint Ventures - Company M will engage in photovoltaic operations in the U.S., including the operation of solar cell and module factories [1] - Company N will focus on energy storage operations in the U.S., manufacturing lithium iron phosphate energy storage cells, battery packs, and battery energy storage systems [1] - The ownership structure will have the company holding 24.9% and CSIQ holding 75.1% of both joint ventures [1] Group 2: Operations and Assets - The joint ventures will begin operations by leasing certain overseas assets from Arctech, with the timeline for asset acceptance and formal activation being uncertain [1] - The company plans to reasonably estimate rental fees for these leases in the 2026 fiscal year [1] - Future considerations include new investments, asset acquisitions, or bringing in third-party qualified investors at appropriate times [1] Group 3: Restructuring and Financial Implications - The company intends to restructure its manufacturing facilities outside the U.S. that supply the U.S. market, transferring ownership of existing and under-construction facilities to CSIQ (75.1%) and the company (24.9%) [1] - This restructuring will provide the company with a one-time equity transfer payment and allow it to benefit from ongoing 24.9% equity returns from U.S. operations while recovering prior investments [1]