Midea's 1.5 Billion Officially Enters the Market, Home Appliance Giants Gather in Optical Storage, How Long can It Be Beautiful?

2023-06-26 09:53:59

Jump from one "roll pit" to another "roll pit"

Recently, Hekang Xinneng announced that it intends to issue 332,490,407 shares to the indirect controlling shareholder Mei Group, not exceeding 30% of the total share capital of the company before the issuance, and the total amount to be raised is not more than 14

. After deducting the issuance fee, the amount raised will be used for the following projects. Of which:

438

million will be used for

is used for the information system upgrading project , with a total investment of 49.79 million yuan.

Remaining 5.

but after release, Midea Group will increase its direct and indirect shareholding ratio to 37. Midea Group will replace its subsidiary Midea HVAC and become the direct controlling shareholder of Hekang Xinneng from the indirect controlling shareholder , formally moving to the front of the stage. After years of

hard work

, Hekang Xinneng was founded in 2003, and its main business covered industrial automation, new energy vehicles, energy conservation and environmental protection, and was listed on the Shenzhen Stock Exchange in January 2010.

As early as 2015, the company set up Luanping Huitong " through investment, but in the next five years, the photovoltaic sector did not enter the company's core business scope. Even in 2018, Hekang Xinneng used some photovoltaic assets and transportation assets as collateral to finance 5041.

In April 2020, Hekang Xinneng began to adjust its main business after being acquired by the United States. On the one hand, it undertakes the overall planning and implementation of green power projects in the green strategy of Midea Group, and lays out energy storage related business. On the other hand, we will step up the divestiture of new energy vehicles related businesses.

In 2022, Hekang Xinneng said in its earnings report that new energy businesses such as household energy storage, industrial and commercial side and power generation side energy storage and low-carbon smart micro-grid solution services will become new growth points of the company's performance.

In the same year, Hekang Xinneng achieved zero breakthrough in the energy sector (smart micro-grid, energy storage, etc.), and its operating income reached 28,227

. In the field of distributed photovoltaic EPC, the company has completed the acceptance of seven projects, including the first phase of photovoltaic power station of Kuka Robot (Guangdong) Co., Ltd. and the distributed photovoltaic power generation of Huai'an Weiling Motor, with a cumulative installed capacity of more than 33 MW. After the adjustment

of Hekang Xinneng's business, the United States has also rapidly developed towards port shore power, hydropower, energy storage and other directions through this platform, and the pace of layout is also accelerating. In May

2022, the United States further improved the company's layout related to energy storage and charging by taking over Kelu Electronics . The latter, as one of the earliest domestic enterprises to enter the field of energy storage system integration, has a deep technical reserve in the field of energy storage. On May 30

this year, the Midea Group again with 2.

In the transformation of energy storage, the United States seems to be full of confidence.

As one of the giants in the household appliances industry, Midea Group is not the first household appliances enterprise to develop the optical storage industry. Prior to this, TCL, Skyworth, Gree and other enterprises have already entered the layout.

As early as 2018, Gree Electric started its action in the field of optical storage by signing a strategic cooperation agreement with Huafa Group. In

the following years, in addition to the development of lithium batteries, Gree focused on the research and development of new technologies of "photovoltaic + energy storage + air conditioning" , and in 2022, it took the lead in customizing several industry standards in the field of photovoltaic direct-drive electrical appliances.In April

this year, Gree Group, through its holding company Zhuhai Hongjun New Energy Co., Ltd., launched a heterojunction cell and component project in Zhuhai, and began to extend to the main photovoltaic industry chain.

Unlike Midea and Gree, Skyworth and TCL have a more direct layout in the photovoltaic field. Skyworth Group, which started with

color TV, founded Skyworth Photovoltaic in 2020 to develop the household photovoltaic market . In less than three years, Skyworth Photovoltaic has become the top three household photovoltaic companies in China.

In 2021, Skyworth Group's new energy business revenue was only 4.11 billion yuan, while in 2022, its revenue surged to 119.

At present, Skyworth's photovoltaic business covers more than 20 provinces in China, with more than 30 operation centers, 15 warehousing and logistics centers, and more than 2000 agents. The total number of photovoltaic power stations has exceeded 200000.

As the only one of the four companies in the upstream of the photovoltaic industry, the acquisition of Zhonghuan shares is the "God's hand" in its photovoltaic layout.

In 2020, TCL Technology

achieved operating income of 67.01 billion yuan in 109.2022, an increase of 63.02% over the same period last year; In

2022, the total revenue of TCL Technology was 166.632 billion yuan, of which TCL Central alone contributed 40.

After its great success in the field of silicon wafers, TCL began to extend its industrial chain. The establishment of TCL Photovoltaic Technology began to enter the field of distributed power plants, and exhibited its three major business sectors of industry and commerce, household use and household storage for the first time at the 16th (2023) International Solar Photovoltaic and Smart Energy (Shanghai) Conference and Exhibition on May 24 this year.

With the influx of many layman enterprises, the gradually congested light storage track is no longer the time when money can divide the cake, and the elimination competition has been quietly opened.

From "excess" to "excess", it may be worth pondering whether "beauty" can realize the beautiful vision of cross-border.

All can be viewed after purchase