Leascend(SZ:300051) Xin Lang Cai Jing·2026-01-23 07:19Group 1 - The core point of the article is that Liansheng Technology (sz300051) reached its daily limit with a price of 10.8 yuan, marking a 20% increase and a total market capitalization of 4.018 billion yuan [1] Group 2 - The reasons for the stock surge include a recent change in the controlling shareholder to Wang Xin, who has extensive experience in the new energy and industrial investment sectors, which may lead to strategic upgrades [2] - The company has initiated a private placement plan to raise 470 million yuan from its controlling shareholder, Hainan Liansheng, which will significantly increase the latter's shareholding ratio and reflect confidence from the major shareholder [2] - The raised funds will be used to pay off debts, which will notably reduce the current high debt ratio of 76.96%, thereby improving the company's financial condition [2] - The new board members have backgrounds in the photovoltaic industry, and the governance structure has been optimized with a compliant proportion of independent directors [2] - The company has decided to terminate certain telecommunications businesses to focus resources on its main photovoltaic operations, which is expected to enhance competitiveness [2] - Despite facing overcapacity issues in the photovoltaic industry, high-efficiency photovoltaic technologies remain in demand, with the company's heterojunction battery production efficiency reaching 26% and module power at 781.97W, indicating competitive products [2] - The company has fully applied technologies such as bifacial microcrystalline technology, 0BB, and silver-copper technology in its products, and low-silver-content paste battery products have been mass-produced, which may further reduce costs [2] - On January 23, the photovoltaic sector saw active performance from several stocks, creating a certain level of sector linkage effect [2] - Technical analysis suggests that if large net purchases are observed, it indicates that major funds are optimistic about the company's strategic adjustments and technological advantages, contributing to the stock price limit up [2]