硅产业链新闻动态

Group 1: Major Asset Restructuring of Liansheng Technology - Liansheng Technology announced the progress of a major asset restructuring, planning to acquire 69.71% equity of Xingshu Century, with the transaction entering its final stage [1] - The acquisition will be conducted through a combination of share issuance and cash payment, with the transaction price yet to be finalized [1] - The company is actively promoting the transaction, with auditing, evaluation, and due diligence work nearing completion [1] Group 2: Termination of Solar Projects by Bangjie Co. - Bangjie Co. announced the termination of a 16GW TOPCon solar cell and silicon wafer project due to changes in the photovoltaic market environment [2] - The project was initially planned with a total investment of approximately 8 billion yuan, with fixed asset investments of about 6.2 billion yuan for the first phase [2] - The company signed a supplementary agreement with the Jiangshan Economic Development Zone Management Committee to adjust the project implementation sequence [3] Group 3: New Solar Manufacturing Plant by SAEL Industries - SAEL Industries plans to invest approximately 82 billion rupees (about 9.54 billion USD) to build a 5GW solar cell and module manufacturing plant in Noida, Uttar Pradesh [4][5] - This investment is part of a vertical integration strategy to support its solar independent power producer (IPP) business and enhance domestic solar industry capabilities [5] - According to Mercom's report, India is expected to add 25.3GW of solar module capacity and 11.6GW of solar cell capacity in 2024, driven by policy, market demand, and energy security needs [5] Group 4: Share Transfer by Hoshine Silicon Industry - Hoshine Silicon Industry announced that its controlling shareholder, Hoshine Group, plans to transfer 60 million shares (5.08% of total shares) to Xiao Xiugan for a total price of 2.634 billion yuan [6] - Following the transfer, Hoshine Group's shareholding will decrease from 78.59% to 73.51% of the total shares [6] - The transfer is motivated by the controlling shareholder's funding needs and the company's development requirements [6]