On June 30, * ST King Kong announced that Beijing King Kong Digital Sea Intelligent Computing Technology Co., Ltd. (hereinafter referred to as "King Kong Digital Intelligence"), a subsidiary of Sun Company , signed the Service Agreement of Multiple Computing Power Service Project of Intelligent Computing Center with a big data enterprise in Jiangsu Province on June 27. Total amount of contract including tax 399,360, CNY 000.00 (approx. 3.
In today's photovoltaic industry, ST King Kong is not the only one looking for a new way out.
Two or three years ago, due to the high prosperity of the photovoltaic industry, domestic enterprises set off "chasing light heat" and "rubbing light heat". At that time, all walks of life racked their brains to try their best to catch up with photovoltaic industry. As a result, the photovoltaic industry has also ushered in wave after wave of cross-border players.
However, the situation suddenly changed. Since the second half of 2023, the photovoltaic industry has entered a downward cycle, with price collapse, cold capital, layoffs and bankruptcy. Various problems are constantly emerging.
Originally, people thought that this was just a normal industry cycle fluctuation, which would soon pass. No one expected that after two years, the photovoltaic market still did not see a big improvement. This time, the photovoltaic industry has encountered the most severe cycle challenge in history. When the
dark clouds press on the top, all living beings show their various attitudes. Some people choose to retreat when the storm comes, but others choose to hold on while fighting for a new way out. With the continuous increase of the proportion of renewable energy and the continuous promotion of the market-oriented reform of electric power, the
old enterprises have assembled the industrial chain to seek new opportunities
In late April, Photovoltaic cross-border Shengsheng Technology announced that it intends to acquire "energy storage giant" Xingchu Century 69 by issuing shares and paying cash. Up to now, the audit, evaluation and due diligence work involved in the transaction has not yet been completed.
Longji Green Energy Li Zhenguo previously said in an interview that there are three directly related tracks under the general trend of energy transformation-primary clean energy based on photovoltaic and wind power; industries coupled with wind and solar energy: energy storage, intelligent scheduling and intelligent regulation; The whole society is about to enter the stage of deep decarbonization. " In addition to energy storage, hydrogen energy is another important area in the layout of photovoltaic enterprises. The most representative enterprises are Longji Green Energy and Trina Solar Energy.
Longji Green Energy began to lay out hydrogen energy in 2018, and in 2024, the company's hydrogen energy business realized the smooth delivery of the first large-scale project overseas. In 2021
, Trina Solar established a subsidiary company, Trina Hydrogen, to start the journey of deep cultivation of hydrogen energy. In 2022 and 2024, Trina Hydrogen Changzhou and Yangzhou bases were completed successively.
In addition to the above enterprises, photovoltaic enterprises such as Jingao Technology, Zhengtai Group and Shuangliang Group are also actively laying out the field of hydrogen energy.
"Don't put your eggs in the same basket." This famous investment saying is also a true portrayal of some photovoltaic enterprises at present. To find a new way out
in the industrial chain, although it can be linked with the existing industries, it also faces great risks. Therefore, there are "cross-border students" who choose to cross the industry again and lay out the current hot track. For example,
on July 28 , 2024, East China Heavy Machinery announced that It intends to acquire the equity of Xiamen Ruixin Tuxin Technology Co., Ltd. (Hereinafter referred to as "Ruixin Tuxin") at a pre-investment valuation of no more than 300 million yuan and increase its capital. After the completion of this transaction, it holds Ruixin Tuxin 43. As a result, Huadong Heavy Machinery entered the GPU chip field.
On March 4, Baoxin Science and Technology announced that it had completed the
transaction through its consolidated subsidiary Zhejiang Shadow Speed Integrated Circuit Equipment Manufacturing Co., Ltd. Zhejiang Yingsu will become the controlling shareholder of Yingsu Integration. Baoxin Technology will also enter the field of integrated circuits through this acquisition. However, according to the announcement of Baoxin Science and Technology on June 18, the company received a notification letter from Zhejiang Yingsu unilaterally terminating the transaction. It is not yet known whether the transaction will be completed.
On June 12, Huamin announced that it had signed an Investment Intention Agreement with Guangdong Tiantai Robot Co., Ltd. to acquire Tiantai Robot Shares for no more than 100 million yuan. After the completion of the transaction, it holds about 8% of the shares. Huamin shares also cut into the robot track .
The postscript
is worthy of affirmation whether it is to find a new way out in the industrial chain or to explore new business across industries. However, we must draw lessons from the past and avoid blindly following the trend and seeking medical treatment in a hurry. We should make rational choices and develop steadily.
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