600732火了！易方达等多家基金出手

Core Viewpoint - Aiko Solar's recent 3.5 billion yuan private placement is notable in the context of a challenging photovoltaic industry and tightening financing environment, attracting significant participation from multiple public funds [2][15]. Group 1: Private Placement Details - Aiko Solar's private placement raised a total of 3.5 billion yuan, with an issuance price of 12.03 yuan per share and a total of 291 million shares issued [4][16]. - The placement involved 22 participating institutions, with 19 ultimately selected, including notable public funds such as E Fund and Invesco Great Wall [4][10]. - The largest subscription amount was from an entity named Xu Jinxie, totaling 450 million yuan, followed by E Fund with 361 million yuan [4][5]. Group 2: Fund Participation - E Fund participated with multiple funds, including two mixed funds managed by emerging fund manager Jia Jian, and a photovoltaic theme ETF [12][10]. - Invesco Great Wall's funds also participated, with significant allocations managed by well-known fund managers like Yang Ruiwen and Liu Xu [6][10]. - Other public funds involved include Dachen Fund, Caizhong Fund, and Nord Fund, with allocations ranging from 251 million to 267 million yuan [4][5]. Group 3: Use of Proceeds - The raised funds will primarily be used for the Yiwu Phase VI 15GW high-efficiency crystalline silicon solar cell project, with 3 billion yuan allocated for this purpose, and 500 million yuan for working capital [16][18]. - The Yiwu project is part of Aiko Solar's ongoing strategy to expand in the N-type ABC product sector, which has shown strong market performance [18][19]. Group 4: Industry Context - The photovoltaic industry is currently facing a "winter" phase, with many companies canceling their private placement plans due to overcapacity issues [15]. - Aiko Solar's ability to complete this private placement is seen as a positive signal amidst a generally low number of private placements in the sector this year [15][24]. - The overall private placement market in A-shares has been active, with significant interest in high-end manufacturing and AI sectors, indicating a shift in investor focus towards hard technology projects [25].