350亿龙头官宣重磅收购，看上曾与宁德时代传绯闻的光伏黑马

21世纪经济报道01-18

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！　　记者丨曹恩惠　　2026年光伏行业第一笔重磅股权收购案，获得官宣。　　1月16日晚间，光伏龙头企业TCL中环（002129.SZ）发布公告称，拟投资一道新能源科技股份有限公司（下称一道新能源）以发挥技术、规模、效率等相对优势，加速公司适度一体化战略推进。　　公告进一步显示，身为投资方的TCL中环将通过受让股份、...

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　　记者丨曹恩惠\n　　2026年光伏行业第一笔重磅股权收购案，获得官宣。\n　　1月16日晚间，光伏龙头企业TCL中环（002129.SZ）发布公告称，拟投资一道新能源科技股份有限公司（下称一道新能源）以发挥技术、规模、效率等相对优势，加速公司适度一体化战略推进。\n\n　　公告进一步显示，身为投资方的TCL中环将通过受让股份、接受表决权委托、增资等方式对一道新能源进行投资。而在本次交易中，主要股东拟转让其持有的全部或部分标的公司股份，具体转让价格和交易方式等由相关方后续签署协议另行约定。\n　　在公告中，TCL中环提及了此次交易所带来的一个影响——本次投资于公司长期战略要求匹配的关键资产，有助于协同优化公司光伏电池组件的产能，丰富产品和客户结构，提升公司综合竞争力。\n　　即，TCL中环看上了一道新能源的电池组件产能。\n　　根据一道新能源官方网站消息，早在2023年，该公司已经建成了30GW高效电池和30GW高效组件产能，而到了2025年底，该公司N型高效电池和组件产能均提升至40GW。这一数据大幅超过TCL中环——根据TCL中环半年报，截至2025年上半年，该公司组件产能为24GW。\n　　与隆基绿能、天合光能、晶科能源、晶澳科技等其他光伏一体化龙头企业所不同的是，TCL中环作为硅片领域的头部公司，奉行的是适度一体化的产能布局策略，且在电池、组件的产能扩张的节奏始终相对保守。因此，在近些年来全球光伏组件出货排行前列位置，很少看到TCL中环的身影。\n　　一道新能源则以黑马之姿，冲进了全球前十的位置。行业机构InfoLink Consulting发布的信息显示，2025年上半年，一道新能源与阿特斯并列全球光伏组件出货第七。\n　　而TCL中环投资一道新能源之所以备受行业关注，亦是在于这桩投资之于当前市场环境下更具特殊意义。\n　　业内将TCL中环投资一道新能源视作光伏行业“反内卷”背景下的一次市场化实践。在近两年光伏行业陷入低谷期时，不少光伏龙头企业负责人都在公开场合表示，市场化兼并重组是光伏行业去产能的重要方式之一。\n　　21世纪经济报道记者注意到，2024年8月，另一家光伏龙头企业通威股份就曾宣布将以自有或自筹资金向润阳股份现金增资，同时现金收购其股权，计划交易总金额为不超过50亿元。此被称为光伏反内卷背景下市场化兼并重组“第一案”。不过，2025年2月，通威股份宣布终止对润阳股份的投资。\n　　有地方政府也在今年明确打响了针对光伏产业链整合的“第一枪”。中共云南省委办公厅、云南省人民政府办公厅近日印发《云南省加快构建现代化产业体系推进产业强省建设行动计划》，提出在硅光伏产业，支持优势企业开展产业链整合和兼并重组，打造国内主要生产基地；到2027年，光伏产能利用率不低于70%。\n　　事实上，早在2025年第四季度，21世纪经济报道记者便从业内人士处获悉，一道新能源即将“卖身”TCL中环。\n　　股权结构显示，一道新能源当前主要股东包括衢州智道企业管理合伙企业（有限合伙）、刘勇、苏州睿索斯环保科技合伙企业（有限合伙）、北京京国管股权投资基金（有限合伙），分别持股17.4597%、12.6048%、8.1042%、5.9407%。\n　　需注意的是，在此次《合作框架意向书》中，主要股权转让方为衢州智道企业管理合伙企业（有限合伙）和一道新能源创始人刘勇，两者合计持股约30%。若TCL中环受让全部股份，则将入主一道新能源。\n　　“本次签署的《合作框架意向书》仅为意向性框架协议，具体的投资方式及投资条款以各方签署的正式协议为准。”1月16日晚间，TCL中环相关人士回应了21世纪经济报道记者“是否会明确控股”的询问。\n　　值得一提的是，在此次股权投资之前，一道新能源也曾寻求A股上市。2023年12月29日，深交所创业板受理了一道新能源的上市申请，但在2024年8月16日，其IPO终止。随后，当年9月，一道新能源将被宁德时代收购的传闻不断扩散，尽管宁德时代董事长曾毓群事后间接辟谣，但业内人士则表示双方的确有接触洽谈。\n　　此次TCL中环投资一道新能源，其具体交易价格还有待进一步披露。不过，在当前市场环境不佳、企业经营遇困的背景下，TCL中环也在公告中提醒：“本次交易相关事项尚存在重大不确定性。”\n　　根据业绩预告，TCL中环预计2025年度亏损82亿元至96亿元，较2024年度有所收窄。\n　　“本次投资有助于整合双方产品技术能力，加速突破BC电池等新技术和产品能力，提升公司在全球光伏产业的领先优势。”TCL中环进一步表示。\n　　这也意味着，若投资顺利，一道新能源的产能将有望成为TCL中环加码BC业务的重要支撑。\n\n　　截至1月16日收盘，TCL中环股价报8.84元/股，最新市值357亿元。\n\n\n\n海量资讯、精准解读，尽在新浪财经APP","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"corporation,merge","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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