On July 2, TCL Central announced that TCL Technologies, the controlling shareholder, had increased its holdings of about 5.46 million shares through centralized bidding from June 29 to June 30. After the increase, TCL Technologies and its concerted actors held 30% of the company's shares. TCL Technology and its concerted actors have increased their holdings of TCL Central seven times in the three years since
2020, with a total increase of more than 200 million shares. In November
2020, TCL Technology increased its holding of 78,035,348 shares, accounting for 2.57% of the Company's total share capital;
in March 2021, TCL Technology increased its holding of 58,552,778 shares, accounting for 1.93% of the Company's total share capital. In the same month, Mr. Li Dongsheng, Chairman of the Board, increased his holding of 1,800,003 shares;
in May 2021, Mr. Li Dongsheng, Chairman of the Board, increased his holding of 375,000 shares, accounting for 0.01% of the total share capital of the Company; In April
2022, TCL Technology (Tianjin) increased its holding of 35,026,677 shares, accounting for 1.08% of the Company's total share capital;
in May 2022, TCL Technology (Tianjin) increased its holding of 35,026,677 shares, accounting for 1.08% of the Company's total share capital; In July
2023, TCL Technology increased its holding of 5,455,648 shares.
"Based on the opportunity judgment and business strategy of the new energy photovoltaic and semiconductor materials industry, as well as the confidence in the competitive advantage of TCL Zhonghuan, TCL Technology has increased its shareholding in TCL Zhonghuan to 30% through the secondary market to grasp and share the long-term value growth of the enterprise."
Resuming the three-year increase of major shareholders, the author finds that TCL Central's own high-quality development or the source of large-scale increase of major shareholders.
As the relevant person in charge of TCL Zhonghuan said in an interview with the media, "TCL Zhonghuan will firmly follow the road of high-quality development of enterprises, promote industrial transformation and upgrading, global layout and green development, and strive to cross the cycle and achieve long-term stable development of enterprises with the concept and practice of sustainable development." High-quality development of
technological innovation. TCL Zhonghuan brings the digital world into the photovoltaic manufacturing ecosystem, liberates people from repetitive and heavy labor through the orderly management and control of artificial intelligence and digitalization, and realizes the leap from 192 to 384 and then to 768. At the same time, TCL Central, as the pioneer of the "industry 4.0" manufacturing mode in the photovoltaic industry , is leading the industry in terms of large size, thin film, thin line and N-type technology-its first G12 series of large silicon wafers in 2019 has become the most popular choice for large-scale ground installation; In March this year, Zhonghuan has reduced the thickness of silicon wafers to 110μm; with the progress of slicing technology, the wire diameter of the company has been leading the industry by 5-8μm all the year round; in terms of N-type silicon wafers, Zhonghuan has become the largest supplier of N-type silicon wafers in the industry. High-quality development of
business performance. During the three years from 2020 to 2022, TCL Zhonghuan's operating income increased sharply from 19.057 billion yuan to 67.010 billion yuan, with an increase of 352%; its net profit increased from 1.476 billion yuan to 6.819 billion yuan, with an increase of 462%. High-quality development of
business. TCL Zhonghuan's industry 4.0 manufacturing mode accelerates the process of enterprise's technological innovation to commercial landing, provides solution support for global localized manufacturing, lays the keynote of "manufacturing green" and "green intelligent manufacturing" for TCL Zhonghuan's global development plan, and helps Zhonghuan to base itself on zero carbon target and drive lean, automation and intelligence. Build a green manufacturing system with high efficiency, cleanliness, low carbon and recycling, and move towards globalization.
The photovoltaic industry is about to usher in the "true fragrance" moment
. When it comes to the timing of the large increase in the controlling shareholders of TCL Central, people concerned believe that they are confident about the current business situation and optimistic about the prospects of the industry. According to the public information of the
industry, the lowest price of silicon materials has broken through 60000 yuan/ton, which is more than 60% lower than price since the beginning of the year, and about 80% lower than historical peak, and further approaches the previous industry base price of 55000 yuan/ton. At the same time, the price trend of silicon materials has stabilized, effectively stimulating the recovery of industry demand. With the "bottoming" of silicon material prices and the reduction of silicon wafer inventory, the price of silicon wafers gradually stopped falling and showed signs of a slight rebound at the end of June, and the demand for terminal installation gradually recovered. At the same time, the proportion of non-silicon costs rose further, the production rate of the photovoltaic industry increased significantly in July, and the growth of the photovoltaic industry in the third quarter can be expected.
With the advent of the era of 210 large size and N-type industry, it provides more opportunities for Central to open up the competitive advantage of differentiation. At the same time, globalization has opened up vast incremental space for TCL Central and the photovoltaic industry. According to the Middle East Photovoltaic Industry Association (MESIA), the low-carbon energy industry in the Middle East and North Africa will be worth $257 billion by 2030. Among them, photovoltaic accounts for 50% of the project value, which means that the Middle East will be a nearly trillion-scale market. As the first Chinese photovoltaic enterprise to sign a contract with a Middle East country to build a factory, TCL Zhonghuan will take on the important task of helping to build the first photovoltaic industry chain in Saudi Arabia with the world's leading technological advantages , leading the Chinese photovoltaic industry to shine in the world.
Looking forward to the future, photovoltaic "True Fragrance Law" will create more terminal demand, lower electricity cost will open up more application scenarios, and market prosperity will emerge.
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