On June 12, Huamin announced that it had signed the Investment Intention Agreement with Guangdong Tiantai Robot Co., Ltd. The company will invest no more than RMB 100 million in cash by subscribing new registered capital or transferring old shares, and is expected to hold about 8% of the shares after the transaction.
2022, Huamin shares were depressed due to the main business of new materials. Announced the acquisition of 80% of Hongxin New Energy Technology (Yunnan) Co., Ltd. held by Jianhongda Group for 56 million yuan , formally cross-border photovoltaic.
Huamin Co., Ltd. focuses on monocrystalline silicon rods and silicon wafers after cross-border photovoltaic. In January 2024, the second phase of "High-efficiency N-type 20GW monocrystalline silicon rod and 14GW monocrystalline silicon wafer project" of Hongxin New Energy and the first phase of "10GW annual output of heterojunction monocrystalline silicon wafer project" of Honghui New Energy have been fully ignited and put into operation.
At the same time of rapid distribution of production capacity, Huamin shares raked in huge orders in the second half of 2023, and successively with a new energy, Zhengtai new energy, Tongwei new energy and other head photovoltaic enterprises. More than 20 billion yuan of monocrystalline silicon wafers, silicon rods and other supply contracts have been signed.
In fact, Huamin shares have been losing money for eight consecutive years since 2017, and as of December 31, 2024, the company has accumulated a loss of 8.
According to the first quarterly report of 2025, the performance losses of Huamin are still continuing.". Data show that in the first quarter of 2025, Huamin achieved a revenue of 240 million yuan , a net profit loss of 33.06 million yuan , and a net profit loss of 3808 yuan
. The asset-liability ratio of Huamin shares is also rising year by year, and in the first quarter of 2025, its debt ratio has reached 85 . It is worth noting that among the seven silicon wafer enterprises counted by the Digital New Energy DataBM. Com, the debt ratio of Huamin shares has reached 85. Hua Min shares have been 85. (For details, please click: leading liabilities break 100 billion! Three insolvent! Ccement. Com/news/2506/richtext/IMG/a38ve935ejo1750158279124.
It plans to terminate about 13. The contract was signed in August 2023 and is worth 4.4 billion yuan .However, by the end of March 2025, the tax-inclusive performance amount was only 26.17 million yuan .
In addition, the contract between Huamin and Bangjie New Energy, which is worth 250 million yuan , expired in June 2024. By the end of 2024, the only performance amount was 218.
As we all know, after the cross-border photovoltaic, Huamin shares. In 2023, it signed silicon wafer supply agreements with a new energy, Zhengtai new energy, Tongwei new energy, Huasheng new energy, Bangjie new energy and other manufacturers.
The company's announcement shows that the total amount of orders has exceeded 20 billion yuan according to the price at the time of signing the contract.
However, times have changed. In 2024, the price of photovoltaic industry products dropped sharply and continued to be depressed , photovoltaic industry enterprises suffered serious losses, and many photovoltaic project expansion plans were terminated or postponed .
At the same time, under the guidance of policy and the call of industry self-discipline, the start-up rate of photovoltaic enterprises has been reduced , and the implementation of contract progress has been slow. In addition to the new energy mentioned above, the performance amounts of Huamin shares and Zhengtai Xinneng, Tongwei New Energy and Huasheng New Energy are 403 million yuan, 267 million yuan and 2.
According to the incomplete statistics of the digital new energy DataBM. Com, the performance amounts of Huamin shares and Zhengtai Xinneng, Tongwei New Energy and Huasheng New Energy are 403 million yuan, 267 million yuan and 2. The total amount of major contracts signed by Huamin in 2023 is about 20.95 billion yuan , while by the end of March 2025, the total performance amount of these contracts is about 980 million yuan , and the performance rate is only 4.
For Huamin shares, which are facing difficulties in the current industry, low demand and difficult to expand new orders, the loss of any major customer will undoubtedly make its operation worse .
Internal and external troubles, photovoltaic cross-border and cross-border, can we save ourselves?
According to the announcement on June 12, Huamin shares chose to enter the robot track and intend to acquire 8% of Guangdong Tiantai Robot Co., Ltd. According to the data, Tiantai Robot was founded in March 2014, and its business covers industrial robot manufacturing, artificial intelligence hardware sales and service consumer robot manufacturing.
However, it is noteworthy that Tiantai Robot is still in a loss state by the end of March 2025.
In addition, the price of the main photovoltaic industry chain continues to decline, and the industry is speeding up shuffling. In this context, Huamin shares accelerate the transformation to a new track, cross-border layout of the current "fire" area, in the end is a self-help, or another "hot" journey ? databm.com/hot/2011/" target="_blank" style="color: #4284f4; text-decoration: underline; "Data-word =" "> Under the dual pressure of the chill in the photovoltaic market and the fact that the target company has not yet turned around its losses, can Huamin successfully get a chance of survival in this cross-border robot track?
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