阿特斯拟与控股股东设立两家合资公司 调整美国市场业务

Core Viewpoint - The company, along with its controlling shareholder Canadian Solar Inc (CSIQ), is restructuring its operations in the U.S. market by establishing two joint ventures, M and N, to enhance its photovoltaic and energy storage business [1] Group 1: Joint Ventures - Company M will focus on the photovoltaic business in the U.S., including the operation of solar cell and module factories [1] - Company N will engage in energy storage operations in the U.S., manufacturing lithium iron phosphate energy storage cells, battery packs, and direct current storage systems [1] - CSIQ will hold 75.1% of the joint ventures, while the company will retain 24.9% [1] Group 2: Asset Leasing and Future Plans - The joint ventures will commence operations by leasing certain overseas assets from CSI, with the timeline for asset acceptance and formal activation being uncertain [1] - The company plans to reasonably estimate rental fees for related party transactions in the 2026 fiscal year [1] - Future considerations include new investments, potential asset acquisitions, or bringing in third-party qualified overseas investors [1] Group 3: Restructuring and Financial Implications - The company intends to restructure its manufacturing plants outside the U.S. that supply the U.S. market, transferring ownership of existing solar cell factories and ongoing energy storage and battery plants to CSIQ [1] - This restructuring will provide the company with a one-time equity transfer payment and allow it to benefit from a 24.9% ongoing equity return from U.S. operations, along with recovering prior investments [1]