TZE(SZ:002129) 智通财经网·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 Rationale - Yidao New Energy specializes in the R&D, manufacturing, and sales of high-efficiency solar cells, photovoltaic modules, and system applications, ranking among the top in the country for N-type module bids in 2023 [1] - The investment aims to optimize existing production capacity, achieving vertical and horizontal expansion of the company's industrial chain, and quickly addressing business shortcomings [1] Group 2: Strategic Benefits - The investment will synergize the company's BC patent technology with Yidao's BC battery module processing and production capacity advantages, accelerating patent technology conversion and building a complete technological barrier [1] - Global layout and multi-scenario applications are key strategies for capacity reduction, with the investment expected to enhance product, brand, and channel synergies, providing customers with more comprehensive products and solutions [1] Group 3: Operational Improvements - Both parties will gradually implement the clearance of inefficient production capacity during and after the transaction, constructing an industrial ecosystem for new technologies and applications [1] - The plan includes improving operational conditions through empowerment and collaboration, contributing to the healthy development of the industry [1]