Ai Nengju is very busy recently.
On October 18, the company just responded to the inquiry letter of the Beijing Stock Exchange in 2023.
On October 20, the company again explained the inquiry letter on cross-industry quartz products .
Ai Nengju announced on the 13th of this month that the company invested 21 million yuan with its own capital to set up Jiaxing Aite Quartz Products Co., Ltd. to develop, manufacture and sell quartz products. Within three hours of the
announcement, the Beijing Stock Exchange issued an inquiry.
Also, Quartz product carrier industry and the company's main battery business belong to ", but this is not enough to convince regulators and investors. In the regulatory letter, the Beijing Stock Exchange questioned the commercial rationality and necessity of Ai Nengju's new business and whether it had the corresponding qualifications, technology, talent, capital and other necessary development conditions.
But Ai Nengju's answer was unexpected.
The company said that in terms of technology and talent, there was no relevant technical reserve before, and the follow-up development will be carried out; and the talent will pull up the whole team through the way of "recruitment + training".
This means that apart from the preliminary research, the company has no other reserves for new business, but a cavity of enthusiasm.
Unsustainable crystalline silicon business
, highly competitive distributed power plant market
has no early reserve, why should Ai Nengju rush to do new business? At present, the
company focuses on the three major businesses of crystalline silicon cells, investment and operation of distributed photovoltaic power plants, and development and service of distributed photovoltaic power plants. Among them, the revenue of crystalline silicon batteries accounted for 74% of the company's total revenue.
On February 28 this year, the company successfully listed on the Beijiao Stock Exchange after the termination of its listing from the National Small and Medium-sized Enterprises Share Transfer System. The initial plan was to raise 180 million yuan, and the actual amount of funds raised was 1.
The Company's main business revenue was 205 million, representing a year-on-year decline. 5. Among the three major businesses, the two major businesses related to distributed photovoltaics both showed a year-on-year decline. Although crystalline silicon batteries, which account for 70% of the company's revenue, are temporarily in a growth trend, the company clearly pointed out in its reply to the report on the 18th that the business of crystalline silicon batteries is crowded out by monocrystalline batteries. The market share of polycrystalline cells continues to decline , and the company can only adopt the strategy of maintaining the status quo and vigorously developing the stock demand .
Therefore, from the current business situation of the company, the three main businesses of the company have experienced different degrees of business crisis. In terms of
crystalline silicon batteries, the company's current main demand comes from the demand for polycrystalline batteries in the late component operation and maintenance of polycrystalline power plants in stock and the demand for polycrystalline batteries in overseas markets such as India, but the former will only be less and less, and the latter will not last long in the face of the impact of new monocrystalline products.
At the same time, the company said that due to the fierce competition in the single crystal market, the company has no plans to enter.
At present, the company's distributed photovoltaic power plant business with higher gross profit is facing fierce competition in the market, and the gross profit rate is in a downward trend. In particular, the company's distributed photovoltaic power plant development and service business has increased from 26 in the first half of 2022.In the first half of
this year, Ai Nengju only confirmed a sum of money in this business .
To sum up, it is not difficult to understand why Ai Nengju must and must develop this new business.
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