Core Viewpoint - Liansheng Technology has terminated a procurement contract for HJT solar cell production line equipment, which was initially aimed at enhancing its production capacity and aligning with its strategic development needs. This decision comes amid increasing losses for the company in recent years [1][2]. Group 1: Contract Termination - On September 19, Liansheng Technology announced the termination of a procurement contract with Jinshi Energy for one HJT solar cell production line, which was part of a larger agreement for two lines with a total capacity of 2GW [1]. - The contract amount exceeded Liansheng Technology's audited revenue for 2021 by over 100%, with a total value exceeding 200 million yuan [1]. Group 2: Financial Performance - Liansheng Technology has reported increasing losses, with net profits projected at -39.74 million yuan for 2023 and -110 million yuan for 2024, indicating a trend of worsening financial performance [2]. - The company has invested in production capacity, with 3.8GW established at the Meishan Danling base and a 3GW project under construction at the Nantong base [3]. Group 3: Impact of Contract Changes - The termination of the procurement contract is expected to effectively reduce the company's liabilities and future debt repayment risks, enhancing its operational efficiency and profitability [4][5]. - The company will retain certain equipment related to the terminated line, and the costs associated with dismantling will be borne by Jinshi Energy, ensuring that Liansheng Technology's facilities remain undamaged during the process [4].

每经记者｜黄鑫磊 每经编辑｜张海妮 9月19日，曾经的"光伏跨界者"琏升科技（SZ300051，股价6.99元，市值26.01亿元）公告，经下属控股 孙公司眉山琏升光伏科技有限公司（以下简称眉山琏升）与福建金石能源有限公司（以下简称金石能 源）协商一致，终止一条HJT太阳能电池生产线设备采购。 2023年3月13日，眉山琏升与金石能源签订《设备采购合同》及《〈设备采购合同〉补充协议》，眉山 琏升拟向金石能源购买HJT太阳能电池生产线2条，产能为1GW/条，共计2GW，合同金额合计超过琏升 科技2021年经审计营业收入的100%，且合同绝对金额超过2亿元。 此前公告显示，上述设备采购合同属于日常经营性重大合同，因此需要琏升科技董事会对公司和交易对 方的履约能力进行分析判断，并聘请律师就该采购事项发表专项法律意见。 琏升科技在2024年年报中称，截至报告期末，公司已投建眉山丹棱基地标准产能3.8GW，江苏南通基地 12GW高效异质结电池片一期3GW项目正在建设中。后续公司将视现有产能爬坡及市场情况调整眉山基 地第二阶段项目、南通基地项目建设进度。 预计有效降低负债及未来偿债风险 在9月19日的公告中，琏升科技称， ...