Stock, fry the pan!Listed pig companies want to deploy new energy, is it possible or revitalize?

In the context of a huge loss, over 500 million business tickets overdue, and liability ratio ranking at the top of the industry, Zhengbang Technology involved in new energy industries such as photovoltaics, is it an unreasonable operation, a mystery or a revitalized resources and green development?

Zhengbang holds hands in Zhejiang Guodian

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On June 17, the listed pig company Zhengbang Technology issued an announcement that the company and the Zhejiang Branch of the State Power Investment Group Co., Ltd. (hereinafter referred to as "Zhejiang Guodian") signed the "Carbon neutralization" Comprehensive Smart Energy Project Cooperation Agreement ".

According to the announcement, Zhejiang Guodian regards Zhengbang Technology as an important strategic partner to uniformly plan the land and energy of Zhengbang Technology, and use its advantages in agricultural development, clean energy development, scientific and technological research and development, industrial technology and other aspects to accelerate the layout of photovoltaic photovoltaics , Wind power, comprehensive smart energy and other industries, strive to build ecological photovoltaic, wind power, distributed and centralized comprehensive smart energy within three years, about 10 million kilowatts, and the total investment is expected to reach about 40 billion yuan.

Specifically, Zhejiang Guodian provides clean energy and electricity for Zhengbang Technology, and adopts the "spontaneous self -use, residual power access" model. Zhengbang Technology is prioritized to screen roof resources such as ecological energy land and farms, and signed a roof lease agreement with Zhejiang Guodian to provide a good external environment for its investment development. The cooperation period of this framework agreement is three years.

As soon as the announcement came out, the stock bar was lively.

Some shareholders said: "Breathing pigs loses money, and the bottom of Zhengbang is very gorgeous." It is also said: "This is a roof lease and revitalizing resources." There are even shareholders bluntly: "Draw a cake first."

Market speculation is unreasonable. You know, at this time, Zhengbang Technology is caught in the dilemma of "great performance", "over 500 million business tickets overdue" and "liability ratio is ranked at the top of the industry list".

Regarding the cooperation between the two parties, Zhengbang Technology stated that the cooperation can help the company's transformation and development. By using the three -dimensional use of agricultural space, with the advantages of photovoltaic and wind power, to build agricultural intelligence and energy saving, empower the company's operation, promote the company Future business development.

"Pig raising+photovoltaic" has a precedent in the industry

In fact, the combination of pigs and photovoltaic is not new in the industry.

In April of this year, Tianbang announced that it signed a strategic cooperation agreement with the National Energy Group Jiangsu Electric Power Co., Ltd. (hereinafter referred to as Jiangsu Guoreng). The two parties will cooperate in multiple dimensions such as photovoltaic and biomass power generation.

In response to this cooperation, Zhang Banghui, the founder of Tianbang Co., Ltd., publicly stated that Jiangsu State can find a high cost of building a distributed photovoltaic address, while Tianbang Co., Ltd. can help Jiangsu Guo can "eliminate" related costs. At the same time, through cooperation with Jiangsu Guineng, on the one hand, the use of photovoltaic and biomass power generation to form a variety of cultivation cycles, reduce the pressure of environmental protection, and increase the power production of the unit. It is better to build a distributed photovoltaic, which can also supplement the company's profits.

In contrast, Zhengbang Technology, its 2020 annual report shows that in 2020, the company added 40,000 acres of land on the basis of the original 200,000 mu of land reserves. A large number of land resources in hand seem to be the key to cooperating with Zhejiang Guodian.

Lei Jun once said that the pigs can fly on the wind. Today, under the "blessing" of popular concepts such as photovoltaic, carbon neutralization, can Zhengbang Technology survive the difficulty and take off again? Let's wait and see!

Responsible editor: Shao Yuxiang | Audit: Li Zhen | Director: Wan Junwei

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