002634SZSE
🚨 Material Event

Draft Restructuring Plan of Zhejiang Bangjie Holding Group Co., Ltd. (Preliminary Proposal)

*ST Bangjie Co., Ltd.··36 pages

✨ AI Summary

The announcement outlines the preliminary restructuring plan for Zhejiang Bangjie Holding Group Co., Ltd., aimed at addressing its financial difficulties. Key decisions include a proposed capital increase of approximately 650 million shares and a debt repayment strategy involving cash and stock distributions. The plan seeks to stabilize the company and protect creditor rights, with a focus on operational recovery and compliance with legal requirements.

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Full Translation

AI Translation· azure_openai

Definitions

Unless otherwise specified in this restructuring plan (preliminary proposal), the meanings of the following terms are as follows:

TermMeaning
Jinhua Intermediate Court or CourtRefers to the Jinhua Intermediate People's Court of Zhejiang Province
Bangjie Co., Company or DebtorRefers to Zhejiang Bangjie Holding Group Co., Ltd.
Bangjie KnittingRefers to Zhejiang Bangjie Digital Knitting Co., Ltd.
Bangjie New EnergyRefers to Bangjie New Energy Technology Co., Ltd.
Yangzhou BangjieRefers to Yangzhou Bangjie New Energy Co., Ltd.
Meinian HealthRefers to Meinian Health Industry Holding Co., Ltd.
Meinian Industry GroupRefers to Meinian Health Industry (Group) Co., Ltd.
Temporary AdministratorRefers to the administrator designated by the Jinhua Intermediate Court during the pre-restructuring period
AdministratorRefers to the administrator designated by the Jinhua Intermediate Court after the company enters the restructuring process
Evaluation AgencyRefers to Yinxin Asset Appraisal Co., Ltd., which provides evaluation services for Bangjie Co. during pre-restructuring and restructuring
Restructuring InvestorRefers to the industrial and financial investors involved in this restructuring
SZSERefers to the Shenzhen Stock Exchange
China Securities Registration and Clearing Co., Ltd. Shenzhen BranchRefers to the Shenzhen Branch of China Securities Registration and Clearing Co., Ltd.

Introduction

Bangjie Co. is a publicly listed company on the main board of the Shenzhen Stock Exchange, with stock code 002634, primarily engaged in seamless garment and new energy photovoltaic businesses. The seamless garment business is mainly conducted by Bangjie Knitting, which has been involved in the design, research and development, production, and marketing of seamless garments for nearly thirty years, making it a leading enterprise in the domestic seamless garment industry. The photovoltaic business was initiated by Bangjie Co. at the end of 2022, operating by purchasing silicon wafers to produce photovoltaic cells and selling them to downstream component companies. This business is primarily conducted by Bangjie New Energy and its subsidiary, Yangzhou Bangjie. Since 2023, the photovoltaic business has faced significant losses and operational shutdowns due to rapid capacity release in the industry and intense competition, leading to an inability to repay due debts. As a result, Bangjie Co. has suffered from substantial losses and a deteriorating asset-liability structure. By the end of 2025, the company's net assets attributable to shareholders were -721 million yuan, and if net assets do not recover by December 31, 2026, the company will be forced to delist. Despite previous efforts to address these issues, overdue debts have triggered multiple lawsuits, core assets have been seized, and the financial situation has entered a vicious cycle. The once healthy seamless garment business is at risk of significant devaluation if forced to sell, leading to a major crisis in the company's ability to continue operations. In response, stakeholders have reached a consensus to implement a market-oriented, legal restructuring and introduce restructuring investors as the only way to resolve the current predicament and protect the rights of creditors and small investors. On December 5, 2025, Bangjie Co.'s creditor, Suzhou Huanshuilake Zhuguang Enterprise Management Partnership (Limited Partnership), applied to the Jinhua Intermediate Court for pre-restructuring, citing the company's inability to repay due debts and insufficient assets to cover all debts, but possessing restructuring value. On January 5, 2026, the Jinhua Intermediate Court decided to initiate pre-restructuring for Bangjie Co. and appointed Zhejiang Jingheng Law Firm and Beijing King & Wood Mallesons (Hangzhou) Law Firm as temporary administrators. Under the supervision and guidance of the temporary administrators, Bangjie Co. has fulfilled its legal obligations and carried out various tasks related to pre-restructuring and subsequent restructuring, including cooperating with the temporary administrators in asset investigations, conducting debt claims and reviews, asset evaluations, and negotiating with restructuring investors to draft the restructuring plan (preliminary proposal).

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