300842SZSE
🚨 Material Event

2026 Annual Analysis Report on the Feasibility of Raising Funds for Issuing Shares to Specific Objects (Revised Draft)

✨ AI Summary

The company plans to raise funds not exceeding 276,000.00 million yuan for five key projects, including the production of photovoltaic slurry and R&D. The funds will support technological upgrades, market expansion, and debt repayment. This strategic investment aims to enhance the company's competitiveness and long-term sustainable development in the photovoltaic sector.

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Full Translation

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Use of Proceeds from This Fundraising

The total amount of funds to be raised from this issuance of shares shall not exceed 276,000.00 million yuan (inclusive), and the number of shares to be issued shall not exceed 30% of the company's total share capital before this issuance. After deducting issuance expenses, the funds will be fully invested in the following projects:

ItemProject NameTotal Project Investment (in million yuan)Amount of Raised Funds to be Invested (in million yuan)
12,000 tons/year base metal silver-reduced photovoltaic slurry project23,281.0418,800.00
2Next-generation high-efficiency photovoltaic battery metallization slurry R&D project18,278.3417,400.00
3Storage chip packaging and testing base project122,322.62114,000.00
4Semiconductor packaging R&D center project46,013.8543,200.00
5Repayment of bank loans and supplementary working capital82,600.0082,600.00
Total292,495.85276,000.00

Before the raised funds for this issuance are in place, the company will use its own funds to invest in the investment projects based on their actual progress. These funds will be reimbursed after the raised funds are in place according to the relevant procedures. If the actual amount of raised funds (after deducting issuance expenses) is less than the amount of funds to be invested in the projects mentioned above, the shortfall will be covered by the company's own funds.

Basic Information and Feasibility Analysis of This Fundraising Investment Project

(1) 2,000 tons/year base metal silver-reduced photovoltaic slurry project

1. Project Basic Information

The implementing entity for this project is Huzhou Dikem Electronic Materials Co., Ltd., a wholly-owned subsidiary of Dikem Shares. The project will be implemented by constructing new factory buildings in the area north of Hongqi Road and west of Zong'er Road in Anji County, Huzhou City.

This project is mainly for the R&D and production of TOPCon silver-copper slurry and mixed base metal slurry, with a designed production capacity of 1,500 tons of TOPCon silver-copper slurry and 500 tons of mixed base metal slurry.

The total investment for the "2,000 tons/year base metal silver-reduced photovoltaic slurry project" is 23,281.04 million yuan, of which 18,800.00 million yuan will be raised funds. The construction content includes land acquisition, factory building construction, slurry production line construction, and the purchase of supporting analysis, testing, and other public facilities. The project is planned to be completed in 24 months.

2. Necessity of Project Construction

(1) It is a necessary choice to adapt to the iteration of N-type technology and the trend of "silver reduction" cost reduction in the industry.

With the accelerated transformation of the photovoltaic industry towards N-type technologies such as TOPCon and HJT, the silver consumption per wafer of solar cells has increased. Meanwhile, affected by global geopolitical conflicts and interest rate cycles, the price of silver has continued to rise, making the metallization process a continuously increasing proportion of the cost of solar cells. In this context, reducing silver consumption has upgraded from a cost optimization item to a survival necessity for solar cell manufacturing. The evolution of slurry systems towards "silver reduction" and "de-silvering" has become a key path for cost reduction in the industry chain.

TOPCon silver-copper slurry, by optimizing the copper-based material system and surface contact properties, can maintain high conductivity and reliability while significantly reducing silver usage. This directly addresses a pain point in the industry and is crucial for the strategic safety and long-term cost competitiveness of solar cell manufacturing. Mixed base metal slurry, through the synergistic effect of base metals like nickel, can achieve lower metallization costs and a more stable supply system while ensuring electrical performance and adhesion.

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