21, Aolian Electronics was suspected of being "counterfeited" because of the content of the announcement.
This time, the announcement that Aolian Electronics was "counterfeited" was its reply to the inquiry letter issued by Shenzhen Stock Exchange on the evening of February 13. The content of the reply is mainly aimed at the business collaboration, relevant personnel and whether it involves hot spots in the field of cross-border perovskite photovoltaic of Aolian Electronics. Among them, the experience of relevant personnel in the field of perovskite photovoltaic was publicly denied by Huaneng Qingneng Institute.
Aolian Electronics is mainly engaged in automotive parts business, and its share price has risen by as much as 200% since the announcement of cross-border perovskite photovoltaic field in December 2022.
In recent years, the performance of Aolian Electronics has been flat, with only 21 million net profits in the first three quarters of 2022. Although the perovskite photovoltaic field has the advantages of efficiency and cost, it is still in the early stage of development and the technical route has not yet been finalized, whether it is successful cross-border remains to be seen.
In response to the suspected "fake"
content of the regulatory authorities, the market opened on the afternoon of February 21, and the opening price of Aolian Electronics dropped. As of 21 closing, Aoyuan Electronics closed at 30.58 yuan per share, down 20.01% throughout the day. 52 A. M. on the
21st, Huaneng Clean Energy Research Institute (hereinafter referred to as "Huaneng Qingneng Institute") announced in the official WeChat that the description of Huaneng Qingneng Institute in Xumou's resume disclosed by Aolian Electronics in the announcement was seriously untrue, and Huaneng Qingneng Institute had no business with Xumou. The Aolian Electronic Announcement pointed
by Huaneng Qingneng Institute is the reply of Aolian Electronics to the letter of concern issued by Shenzhen Stock Exchange on the evening of February 13, and the Xu mentioned by Huaneng Qingneng Institute in the announcement is Xu Mingjun.
In the reply, when explaining Xu Mingjun's resume, Aolian Electronics mentioned that Xu Mingjun had guided the completion of the process equipment design of the 550 × 650mm perovskite battery module pilot line of Huaneng Qingneng Institute and the acceptance of the efficiency of the perovskite battery module pilot line.
However, Huaneng Qingneng Institute said in the announcement that Xu Mingjun did not guide the acceptance of 550 * 650 mm perovskite battery module pilot line efficiency, and the 16.8% certification efficiency data in the article was fabricated, which was inconsistent with its certification data.
Regarding the discrepancy of information disclosure, Aolian Electronics said that the content of its information disclosure has relevant evidence, has begun to verify the relevant situation, and will give a reply as soon as possible.
According to past announcements, Xu Mingjun is a key figure in the field of cross-border perovskite solar cells of Aolian Electronics. On December 9,
2022, Aolian Electronic announced that its wholly-owned subsidiary Hainan Aolian Investment Co., Ltd. (Hereinafter referred to as "Aolian Investment") and Xu Mingjun jointly invested in the establishment of Nanjing Aolian Solar Energy Technology Co., Ltd. (Hereinafter referred to as "Aolian Solar Energy"), which is mainly engaged in the research and development, production, preparation and sales of perovskite solar cells and their preparation equipment. The registered capital
of Aolian Solar is RMB 50 million, of which, Aolian Investment contributed RMB 47.5 million in cash, accounting for 95%; Xu Mingjun contributed RMB 2.5 million in cash, accounting for 5%.
According to the reply, before 2018, Xu Mingjun mainly worked in military industry/science and technology enterprises; he has successively served as the production director of Zhejiang Zhongneng Optical Storage Technology, the deputy general manager of Wuxi Zhongneng Optical Storage Technology, the consultant of Hangzhou Zhongneng Photoelectric Technology, the general manager of Xi'an Tianying Defense Technology, and the deputy general manager of Shandong Aerospace Technology, and has rich experience in the perovskite industry.
In addition, Huaneng Qingneng Institute has made remarkable achievements in the field of perovskite photovoltaic. According to the official website of China Huaneng Group Co., Ltd., on June 26, 2022, the standard of "Perovskite Photovoltaic Modules" compiled by Huaneng Qingneng Institute passed the expert group review smoothly, which is the first general technical standard of perovskite photovoltaic modules in China.
Since December 9 last year, Aolian Electronics announced the cross-border perovskite solar cell field, the stock price of Aolian Electronics has soared. In
the first three quarters of 2022, the profit attributable to the parent company was 21 million, and the profit loss after deduction was 7 million
. Aolian Electronics is mainly engaged in the research and development, production and sales of products related to the core parts of the total cost of automotive power. After its announcement, the share price of Aolian Electronics rose by more than 200%, and then the Shenzhen Stock Exchange issued a letter of concern to Aolian Electronics. In addition to requiring Aolian Electronics to explain Xu Mingjun's resume background, it also requires Aolian Electronics to explain the synergy of business and whether there are hot spots of speculation.
As for the systematicness of the business, Aolian Electronics explained in its reply that on the one hand, it can take advantage of the resource integration advantages of the major shareholder PCCW Capital in the new energy industry chain; On the other hand, by virtue of the high-end manufacturing and production management capabilities accumulated in the automotive industry, Aolian Electronics can effectively promote the development of perovskite photovoltaic industrialization and form a certain synergy between perovskite batteries, equipment business and traditional main business. As a new photovoltaic cell,
perovskite solar cell has the advantages of efficiency, low cost and rich application scenarios compared with traditional crystalline silicon solar cell.
However, at present, perovskite batteries are still in the early stage of development, the technical route has not yet been finalized, and there are many new entrants in the industry, including Xiexin Optoelectronics, Electrode Light Energy, Fiber Nano Optoelectronics and so on. Among them, GCL Optoelectronics' 100MW perovskite modules have been put into production; the 100MW production line of Fiber Nano Optoelectronics has been put into production at the end of 2021, and 5000 modules have been shipped in July 2022; the 150MW perovskite photovoltaic production line of Electrode Solar Energy has also been put into production at the end of 2022. In terms of
performance, the performance of Aolian Electronics has been flat in the past five years. From 2017 to 2021, the highest net profit of Aolian Electronics was 59 million, and there was a downward trend. From January to September 2022, Aolian Electronics realized an operating income of 275 million yuan, a net profit of 21 million yuan, and a net profit loss of 7 million yuan after deduction.
In the reply, Aolian Electronics said that in 2023, 50 MW pilot production line will be put into operation, and strive for the production and sales of 600 MW mass production line equipment in 2024, and in 2024, 120 MW perovskite battery module production line will be set up and put into operation synchronously.
As for the total investment amount, Aolian Electronics has not disclosed it, but if you refer to Xiexin Optoelectronics, you may get a glimpse of it. According to China Energy News, Xiexin Optoelectronics completed hundreds of millions of B-round financing in 2022, and the financing will be used to further improve the 100MW perovskite production line and process.
As of September 30, 2022, the electronic book currency fund of Aolian has 118 million. Up to now, Aolian Electronics has invested 29 million yuan in the perovskite project, and the follow-up funds will be gradually raised through direct investment, external equity cooperation and other financing methods.
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