Sudden! Silicon Material Leader Announces Strategic Transformation!

2026-05-18 11:14:58

Xiexin Science and Technology has decided to transform the company's strategic core objective from "single champion of granular silicon" to "global multi-product new energy material platform", establish a multi-product matrix with "silicon, lithium and carbon" as the core, extend to the frontier materials of new energy, implement the strategy of "one body, two wings" and international industrial expansion, and strive to achieve the goal. It is committed to building a high-value industrial chain covering upstream resource integration, advanced material manufacturing, industry standard formulation and forward-looking technology closed-loop.

On May 17, Xiexin Technologies issued an announcement on the overall strategic transformation plan of the Group.

The announcement shows that Xiexin Science and Technology has decided to transform its core strategic objectives from "single champion of granular silicon" to "global multi-product new energy material platform" , and to establish " silicon, lithium and carbon " as the core. It extends to the multi-product matrix of new energy frontier materials, implements the strategy of " one body, two wings " and international industrial expansion, and is committed to building a high-value industrial chain covering upstream resource integration, advanced material manufacturing, industry standard formulation and forward-looking technology closed-loop.

burst! of the photovoltaic industry, the anti-cyclical volatility of a single business and a single product has been insufficient . On the other hand, relying on the engineering iteration system, high-purity purification technology and professional material talents accumulated in the field of silicon-based materials, Xiexin Science and Technology has the mature conditions for strategic extension to the field of lithium batteries and frontier materials.

In this transformation, Xiexin Technologies will build physical iron red lithium iron phosphate (LFP) as the core growth engine, build the second growth curve of silicon carbon anode business, and promote overseas production capacity and market landing. At this time

, Xiexin Technologies announced its strategic transformation, which may also accelerate the catalytic effect of performance losses.

Data show that in 2025, the total revenue of Xiexin technology was 14 billion 420 million yuan, down 4.46% year on year; Net profit loss of 2.868 billion yuan, a year-on-year decrease of 39.

Although the performance of GCL Technology in 2025 has improved compared with 2024, the overall company is still in the quagmire of declining revenue and profit loss . According to the statistics of Digital New Energy DataBM. Com, from 2024 to 2025, GCL Technology has accumulated a loss of 76.

However, from the perspective of the photovoltaic industry market, the price of silicon materials is still at a low level. And may continue for some time yet. On May 13, the Silicon Branch released the price of silicon materials, and the current average transaction price of granular silicon is 3.

In the past two years, the industry environment has changed dramatically, and many photovoltaic enterprises are looking for new ways out. With the help of the policy, the energy storage industry has become a new target for photovoltaic enterprises.

According to the Digital New Energy DataBM. Com, Xiexin Technology has already been laid out in 2022.". On August 6,

2022, Sichuan Xiexin Lithium Electricity Technology Co., Ltd. signed a contract with Renshou Jingkai District, Meishan City, Sichuan Province to invest 5 billion yuan to build a project with an annual output of 360,000 tons of lithium iron phosphate cathode materials, which will be completed in three phases. Among them, 120000 tons of lithium iron phosphate cathode material production line was built in the first phase of the project, which was put into operation in July 2023.

According to industry media reports in October 2025, Huang Mengchu, deputy general manager of Xiexin Lithium Power, revealed that Xiexin has also planned 150000 tons of production capacity in Leshan, Sichuan.

According to Digital New Energy DataBM. At present, the Xinneng Project in Leshan, Sichuan has built a production capacity of 200,000 tons of lithium iron phosphate and entered the stage of production and commissioning.

burst!

September 16, Xiexin Technologies announced that it would issue 4.736 billion additional shares to Infini Capital, an internationally renowned investment institution with the background of the Middle East Sovereign Fund, to raise funds

. Xiexin Technologies said it would reserve funds for supply-side structural reform to promote structural adjustment of polysilicon production capacity; Strengthen the second curve , complete overseas substitution with the world's largest production capacity and output of silane gas, build a new growth pole of GCL with silane gas, and optimize the company's capital structure.

In addition, in terms of overseas production capacity and landing, in early January this year, Xiexin Technologies announced that it would enter into a subscription agreement for convertible bonds issued to CPICIM AI Computing Power SP with a total amount not exceeding HK $1.17 billion. The estimate involves 7.

For the proceeds from the issuance of convertible bonds, GCL Technology said it would be used as an investment and merger and acquisition fund .

According to media reports at the time, the fund will focus on the new energy market in the United States, focusing on the upgrading of granular silicon production capacity, the application of silane gas and perovskite June 3, 2007." GCL announced its intention to establish an integrated silicon ecosystem of global and regional importance in the UAE. The project is regarded as the first overseas granular silicon project of Xiexin Science and Technology.

For the above-mentioned "overall strategic transformation plan", Xiexin Science and Technology said that this marks that Xiexin Group has formally entered a new stage of material diversification, high added value and globalization.

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Correlation

Xiexin Science and Technology has decided to transform the company's strategic core objective from "single champion of granular silicon" to "global multi-product new energy material platform", establish a multi-product matrix with "silicon, lithium and carbon" as the core, extend to the frontier materials of new energy, implement the strategy of "one body, two wings" and international industrial expansion, and strive to achieve the goal. It is committed to building a high-value industrial chain covering upstream resource integration, advanced material manufacturing, industry standard formulation and forward-looking technology closed-loop.

2026-05-18 11:14:58

On May 15, Jingao Science and Technology announced that Mr. Jin Bin, the employee director of the company, had applied to resign as an employee director and a member of the audit committee of the board of directors for personal reasons.

2026-05-18 09:13:26

With the disclosure of the annual report of 2025 and the first quarter performance report of 2026, the "misery" of the photovoltaic industry has been put on the table again.

2026-05-09 17:19:49

On the evening of April 27th, the sale of US assets by Bowei alloy ushered in a key development.

2026-04-28 09:27:38

On April 17, the official WeChat Public Number of Atlas announced that recently, the Patent Trial and Appeal Board (PTAB) of the United States Patent and Trademark Office (USPTO) made a final decision declaring that Trina Solar's two TOPCon battery patents against the main body of Atlas in the United States were invalid.

2026-04-17 12:13:26

On the evening of April 14, ST Quanwei announced that, considering the changes in the market environment, the company intends to terminate the transfer of shares of Anhui Quanwei Green Energy New Energy Technology Co., Ltd. (Hereinafter referred to as "Anhui Quanwei").

2026-04-16 17:47:31

On March 29, Xinte Energy released its annual performance announcement for 2025. The announcement shows that last year, the new special energy business income was 15.255 billion yuan, down 28.09% year-on-year; net profit loss of 1.205 billion yuan, 69.13% year-on-year loss reduction.

2026-04-09 17:59:28

"The East is not bright, the West is bright, and no longer take a single industrial route." Zhu Gongshan, chairman of Xiexin Group, chairman of the board of directors of Xiexin Science and Technology and co-CEO, said at the annual performance presentation of Xiexin Science and Technology 2025.

2026-04-01 17:22:13

In the cold winter of the industry, the concept of "space photovoltaic" has set off a boom in the capital market, boosting the stock prices of related enterprises one after another. Maiwei, which specializes in heterojunction and perovskite technology, has made new breakthroughs in both stock price and market value.

2026-03-26 17:55:23

The First Photovoltaic Delisting Enterprise in 2026 May Appear!

2026-03-19 13:32:38

Shi Weidong, chairman of Deli Co., Ltd., may want to take advantage of the current hot concept of space photovoltaic to get out of trouble. Can "aviation department" without photovoltaic genes really take over the "mess" and help it out of the loss quagmire?

2026-03-12 17:53:45

Digital New Energy DataBM. Com has learned that on February 27, First Solar, an American photovoltaic manufacturer, filed a patent infringement lawsuit against Trina Solar and T1 Energy in the Federal District Court of Delaware.

2026-03-05 18:00:21

From TCL Central's planned acquisition of a new energy source to Tongwei's announcement of its planned acquisition of Qinghai Lihao, does it also mean that after nearly two years of continuous hovering at the bottom of the industry, photovoltaic leaders have taken the lead in "smelling" the breath of spring and starting the action of "sweeping goods at the bottom"?

2026-02-25 17:44:12

In the first month of 2026, the overall market value of the photovoltaic industry tends to grow, with an increase of 8.92%.

2026-02-02 19:07:43

This is the 11th consecutive quarterly loss of Baoxin Technology.

2026-02-02 09:17:23

On the evening of January 26, the company announced that it planned to use its own and self-financing funds of 383 million yuan (premium rate of 249.77%) to acquire 51% of the shares of Beijing Yanling Jiaye Intelligent Technology Co., Ltd. (Hereinafter referred to as "Yanling Jiaye"), an explosion-proof automation equipment and heavy-duty machinery equipment enterprise.

2026-01-28 09:16:59

A seemingly ordinary asset auction brings time back to many years ago. These machines and equipment, once started with local government investment, enterprise expansion and industry upward cycle, are now waiting for a new direction in the factory area where production has stopped.

2026-01-27 17:30:11

On January 24, Trina Solar issued several announcements announcing the termination of the 15GW silicon rod project, and at the same time, it also threw out a three-year heavy performance target of nearly 10 billion yuan.

2026-01-27 09:15:56

Since the second half of 2025, the industry has carried out in-depth "anti-involution" action, the market generally expects that the photovoltaic industry will soon come out of the "quagmire". However, with the release of the 2025 earnings forecast, the actual situation far exceeded expectations-although the operating pressure in the fourth quarter had been foreseen, the final severity still shocked the market.

2026-01-20 18:12:26

Following the previous December 21, Junda shares announced the layout of the "space photovoltaic" track, the stock price continued to soar, January 13, Junda shares issued a "pre-disclosure of share reduction" announcement.

2026-01-13 18:45:07

Digital New Energy DataBM. Com has learned that Langfeng Construction Group Co., Ltd. has filed a bankruptcy application for Jurong Zhongyou Photovoltaic Technology Co., Ltd. with the People's Court of Jurong City, Zhenjiang, Jiangsu Province, on January 6, 2026, with the case number of (2026) Su 1183.

2026-01-12 09:09:24

This incident is only a "flesh pain" for the company, but it warns that Chinese photovoltaic enterprises going to Europe must pay attention to the accounting and management of "carbon footprint".

2026-01-08 17:29:38

At the same time, with the scale of commercial aerospace, the rise of the concept of space computing power, the resonance of policy capital, and the advantages of solar cell power generation efficiency and scenario adaptation, the concept of "space photovoltaic" continued to ferment for a time, and continued to dominate the hot search of photovoltaic.

2026-01-02 10:32:39

Photovoltaic enterprises that are "debt collection" by local governments/state-owned assets may not be just an example.

2025-12-30 18:16:40

According to incomplete statistics from the Digital New Energy DataBM. Com, since December, a total of 27 enterprises operating in solar photovoltaic or new energy have been fined for irregularities, totaling 3.8438 million yuan, confiscating illegal income of 901.8 million yuan and confiscating a total of 4.7456 million yuan.

2025-12-29 09:29:04

According to the Digital New Energy DataBM. Com, a number of photovoltaic enterprises have recently announced "early holidays".

2025-12-22 18:08:45

On December 20, * ST Mubang announced that the company and its holding subsidiary, Guangxi Mubang Hi-Tech New Energy Co., Ltd. (Hereinafter referred to as "Guangxi Mubang"), were asked to return the financial subsidies and support funds they had received.

2025-12-22 17:00:42

Digital New Energy DataBM. Com learned that on December 10, Maxeon, a subsidiary of TCL Zhonghuan Holdings, sued Aixu and related companies for patent infringement in the First Court of Munich, Germany, involving EP2297789B1.

2025-12-16 18:25:52

In today's environment, for China's photovoltaic enterprises, the top priority should be to abandon internal friction, hold together to keep warm, and carry through the cold winter in order to win more possibilities.

2025-12-02 18:53:12

Hand tearing peers, punching customers, has been "crazy"?

2025-11-20 17:20:42

On November 17, during the 8th China International Photovoltaic and Energy Storage Industry Congress in 2025, Liu Hanyuan, deputy chairman of the National People's Congress, vice-chairman of the All-China Federation of Industry and Commerce and chairman of the board of directors of Tongwei Group, expressed his firm confidence in the future development of the photovoltaic industry in interviews with various media, including the Digital New Energy DataBM. Com. He talked about the current problems, opportunities and future of the development of the photovoltaic industry.

2025-11-18 13:30:11

Affected by the downward cycle of the photovoltaic industry, Shuangliang Energy Conservation has been focusing on the photovoltaic new energy business for a long time, not only facing the pressure of continuous loss of business "blood loss", but also expecting the industry to recover to achieve "blood return" in the short term. In this way, Shuangliang Energy Conservation urgently needs to find a new profit growth point.

2025-11-13 17:13:49

Today, this round of photovoltaic industry cycle has lasted for more than 2 years. Although the serious "involution" situation of photovoltaic industry has been curbed and the overall operation of the industry has begun to improve gradually under the support of the policy, it is undeniable that the industry is still in the "deep winter", and every photovoltaic person can still feel the "cold winter".

2025-11-11 17:44:09

Shijing Technology's first high-efficiency solar cell production base in Ningguo, Anhui Province, has been in stable, efficient and orderly production, marking that the company's photovoltaic manufacturing business has entered the stage of large-scale operation.

2025-11-10 14:41:26

In the third quarter of this year, the company realized revenue of 3.024 billion yuan, down 31.95% year-on-year; net profit loss of 254 million yuan, 57.39% year-on-year loss reduction, deduction of non-net profit loss of 354 million yuan, 47.29% year-on-year loss narrowing.

2025-11-03 16:55:16

On October 27, Daquan Energy released its performance report for the third quarter of this year. In the third quarter, the Company achieved a revenue of RMB 1.773 billion, with a year-on-year growth of 24.75% and a quarter-on-quarter growth of 214.92%; a net profit of RMB 73 million and a non-net profit of RMB 60 million, turning losses into profits both year-on-year and quarter-on-quarter.

2025-10-28 21:10:32

On the evening of October 23, the board of directors of Xiuqiang Stock Announcement agreed to postpone the "Intelligent Glass Production Line Construction Project" and the "BIPV Glass and BIPV Component Production Line Project", and the time to reach the scheduled usable state was adjusted from December 31, 2025 to June 30, 2027, mainly due to macroeconomic and market environmental factors. As of September 30, 2025, the investment progress is lower than expected. This is the second extension of the "BIPV Glass and BIPV Component Production Line Project". On the same day, it announced the third quarterly report of 2025, with revenue increasing by 9.19% in the first three quarters, and net profit and other indicators declining.

2025-10-24 19:27:07

According to the German media JUVE Patent, the objection department of the European Patent Office recently revoked an authorized patent of Jingao Technologies.

2025-10-20 18:24:40

For photovoltaic enterprises to enter the wind power industry, digital new energy DataBM. Com found that there is a precedent.

2025-10-16 17:32:39

Although the stock price trend of photovoltaic enterprises is "red and green intersection", the number of enterprises with rising stock prices is more than that of enterprises with falling stock prices.

2025-10-10 09:06:22

As the focus of anti-involution, it is undoubtedly the consensus of the whole photovoltaic industry to stop building new production capacity and control production. In this regard, the photovoltaic industry has also held many meetings from top to bottom and taken some measures.

2025-09-25 18:48:46

Recently, a number of central state-owned enterprises have transferred their new energy assets. According to the incomplete statistics of digital new energy DataBM. Com, 53 new energy enterprises have been transferred since the second half of this year, involving 24 state-owned enterprises.

2025-09-23 18:47:51

Is Longji Green Energy entering the energy storage market after all?

2025-09-04 18:32:10

At the same time, it announced the news of listing in Hong Kong.

2025-08-26 18:21:45

On August 20, Hongyuan Green Energy released its semi-annual report for 2025. In the first half of this year, the company realized revenue of 3.229 billion yuan, down 19.52% year-on-year; net profit loss of 297 million yuan, down 74.35% year-on-year; non-net profit loss of 356 million yuan, down year-on-year loss margin.

2025-08-25 16:56:23

In the first half of this year, the actual sales volume of Bowei alloy photovoltaic modules was 1.017 GW, accounting for 36.32% of the annual shipment target of 2.8GW.

2025-08-19 18:52:12

While other photovoltaic companies are still losing money, why can Yingli shares hand over a warm performance against the trend in the cold winter of photovoltaic industry?

2025-08-18 18:56:02

Fifty-nine years of short life, 44 years of hard work and dedication. Tan Zhongming's life is a glorious life and a struggling life. He dedicated his glorious years to Sinoma Group and China's building materials industry selflessly, fearlessly, without regret and with a clear conscience, which is worth remembering and remembering forever.