TZE(SZ:002129) Zhi Tong Cai Jing·2026-01-16 14:41Core Viewpoint - TCL Zhonghuan plans to invest in Yidao New Energy Technology Co., Ltd. to leverage its technological, scale, and efficiency advantages, accelerating the company's moderate integration strategy [1] Group 1: Investment Details - The investment aims to optimize existing production capacity and achieve vertical and horizontal expansion of the company's industrial chain [1] - Yidao New Energy specializes in the R&D, manufacturing, and sales of high-efficiency solar cells, photovoltaic modules, and system applications, ranking high in N-type module bidding volume in 2023 [1] Group 2: Strategic Goals - The investment will enhance the synergy between TCL Zhonghuan's BC patent technology and Yidao's BC battery module processing and production capacity, accelerating the conversion of patent technology and building a complete technological barrier [1] - The global layout and multi-scenario applications are key strategies for capacity reduction, with the investment expected to create synergies in products, brands, and channels, providing comprehensive solutions to customers [1] Group 3: Operational Improvements - Both parties will gradually implement the clearance of inefficient production capacity during and after the transaction, aiming to establish a new technology and application industrial ecosystem [1] - The plan includes improving operational conditions through empowerment and collaboration, contributing to the healthy development of the industry [1]