Sunshine Power aims to launch its AIDC products by 2026. On January 16, Sunshine Power (300274) addressed investor inquiries on its investor relations platform. An investor inquired about the company’s efforts in expanding AIDC and whether it could evolve into a new pillar for the business. The company secretary responded, thanking the investor for their interest and stated that the company is actively collaborating with leading international cloud service providers and top domestic internet firms to develop and launch products. They aspire to achieve product rollout and small-scale deliveries by 2026, hoping these efforts will contribute positively to the company’s performance.
Another investor asked about the progress of the AICD business and whether any related products had entered mass production. The company secretary reiterated the commitment to collaboration with prominent cloud service providers and internet companies, noting that while they aim for product rollout by 2026, there are currently no mass-produced products available.
In response to an inquiry regarding the company’s factory in Mexico in light of the U.S. IRA-related tariff policies, the secretary clarified that the company does not have a factory in Mexico and is actively monitoring overseas market policies. The company’s gross margin for its energy storage business remains stable, and they plan to continue investing in innovation related to products and technical services to maintain market competitiveness.
Another investor sought information on the distribution of the company’s overseas energy storage business and its revenue from the U.S. The secretary highlighted that the company’s energy storage business is widely distributed across multiple countries and regions, with the Americas accounting for approximately 20%-30% of their energy storage shipments, based on historical data.
There were also questions regarding the company’s recent tender for waste circuit board recycling. An investor noted that some participating suppliers did not possess smelting facilities and would need to transfer materials to third parties for complete disposal. The company secretary assured that Sunshine Power has established a comprehensive supplier audit management system to ensure the compliance and safety of its supply chain.
Another investor raised concerns about the company’s employee loan management policy, specifically regarding individual loan limits and safeguards against misuse of funds by leadership. The secretary explained that the company has developed detailed internal guidelines for employee loans, which include personal loan limits and terms, and contracts will be signed with employees. This policy applies to employees in labor relations with the company and excludes controlling shareholders, actual controllers, and other related parties as per the Shenzhen Stock Exchange’s regulations.
On December 2, 2025, an investor noted unusual trading activity involving 28,800 shares under conditions of ample liquidity and questioned if abnormal tracking was in place for such transactions. The company secretary responded that the transaction prices are determined by negotiations between buyers and sellers, and the company cannot intervene, complying with relevant legal and regulatory information disclosure requirements.
In response to concerns about managing large accounts receivable amidst increasing industry competition, the secretary confirmed that the company would continue to enhance customer credit management, collection warnings, and optimize contract terms to improve collection efficiency and accelerate the turnover of accounts receivable.
The above information was compiled by Securities Star based on publicly available data.
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