剑指“太空光伏”?明阳智能拟收购实控人关联公司

Core Viewpoint - Mingyang Smart Energy (601615.SH) plans to acquire control of Zhongshan Dehua Chip Technology Co., Ltd. through a combination of share issuance and cash payment, with the transaction currently in the planning stage and no formal agreement signed yet [1][2] Group 1: Company Overview - Mingyang Smart Energy's main business includes wind turbine manufacturing, renewable energy power generation and distribution, and sales of renewable energy products, with a projected revenue of 27.158 billion yuan in 2024, of which 26.704 billion yuan comes from the wind energy sector [1] - The company is expanding into specialized fields within renewable energy, including photovoltaic industry, power electronics and energy storage, hydrogen energy, smart energy, and digital energy [1] Group 2: Acquisition Details - The controlling shareholder of Dehua Company is Guangdong Mingyang Ruide Venture Capital Co., Ltd., which is wholly owned by Zhang Chao, a close relative of Mingyang Smart Energy's actual controller [1] - Dehua Company, established in August 2015 with a registered capital of 94.32 million yuan, focuses on semiconductor epitaxial wafers, chips, and related products, and has capabilities across the entire supply chain for space solar cells and flexible solar cells [2] Group 3: Market Context - The "space photovoltaic" concept has gained traction in the capital market, with related stocks experiencing significant price increases, including Mingyang Smart Energy, which hit the upper limit of its stock price prior to the trading suspension [3]