On September 11, "Xiamen 35 Interconnection Technology Co., Ltd." Was changed to "Yisheng Technology Co., Ltd.", and the securities abbreviation was changed from "35 Interconnection" to "Yisheng Technology".
Previously, on August 18, 35 Interconnection announced that the company held the sixth board of directors, and the meeting passed the "On the Proposed Change of Company Name, Securities Abbreviation, Business Scope and Amendment of the Articles of Association". The Bill. (For details, please click: Due to the change of the actual controller, Sanwu Interconnection intends to change the name of the company.)
According to the introduction of Yisheng Technology, the controlling shareholder and the actual controller of the company have changed (the current controlling shareholder of the company is "Hainan Yisheng Technology"). At the same time, according to the needs of the company's operation and development. In order to clarify the current holding relationship of listed companies from the company name and shape the company brand, the company name and securities abbreviation are changed.
It is worth mentioning that after the renaming, the company's business scope clearly covers " photovoltaic equipment and components manufacturing; photovoltaic equipment and components sales" and so on. However, the disclosure of the company's semi-annual report shows that the company's photovoltaic business has not yet produced performance.
According to the latest information from the official micro-blog of "Liusheng Photovoltaic", a subsidiary of Liusheng Science and Technology, on August 22, the first piece of Liusheng Photovoltaic High-efficiency Heterojunction Cell was offline, marking the formal commissioning of the project, and said that "Liusheng has signed contracts with many customers at home and abroad, orders are pouring in, and the first advance payment was received on August 23". At the same time, the information also shows that "Yisheng Photovoltaic will achieve a capacity of 3.8GW and an output value of 4.7 billion yuan by the end of 2023, and a capacity of 8GW and an output value of 10.4 billion yuan by 2024."
In response, the staff of Shengsheng Science and Technology said that the above forecast does not constitute the profit forecast of listed companies, the company's performance is based on the disclosure of periodic reports, in addition, the arrangement of production lines is based on the disclosure of the company's announcement.
According to the company's previous announcement, the company's 8GW high-efficiency heterojunction cell production line has a total investment of about 4 billion yuan. The construction of 8GW production line is arranged as follows: 5GW production line will be completed and formally put into operation before June 30, 2024; all 8GW production lines are planned to be completed and put into full production before June 30, 2025.
In addition, according to the semi-annual report of Liusheng Science and Technology in 2023, the first piece of high-efficiency heterojunction battery has been successfully offline on August 22, and the production climbing efforts will be increased in the future. This investment will realize the transformation and upgrading of the company's industrial structure and form a new profit growth point, which will have a positive significance and promote the company's future development.
Although the industry generally believes that the large-scale production of heterojunction batteries is expected to be achieved in recent years, the cost of heterojunction technology is still the focus of breakthroughs in the short term. According to the Roadmap for the Development of China's Photovoltaic Industry (2022-2023), in 2022, PERC battery production lines will still dominate the new production lines, accounting for 88% of the market. Zhang Liguang, founder
of Xinnengyi, told reporters that at the current stage, the initial investment of heterojunction batteries is significantly higher than that of PERC and TOPCon, among which the process performance of copper instead of silver in the production of heterojunction batteries is not yet mature, and the efficiency can not be separated from TOPCon, which limits the industrial promotion speed of heterojunction batteries.
At present, the company's transformation of heterojunction batteries has not yet generated profits. According to the semi-annual report of the company, the company realized operating income of 102 million yuan, an increase of 13.86% over the same period last year; total profit of -13.8575 million yuan, a decrease of 8.57% over the same period last year; net profit attributable to the owner of the parent company of -13.3976 million yuan. Among them, the company's revenue mainly comes from the traditional Internet business such as enterprise mailbox and mobile communication resale business.
(From the Securities Daily, the content has been modified)
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