GCL TECH (03800) plans to implement a comprehensive and in-depth strategic transformation and upgrade to achieve a breakthrough transformation towards a "globalized multi-product new energy materials platform."

GCL TECH (03800) announced that after twenty years of deep cultivation in the industry and continuous investment in technology research and development, the group has built a competitive advantage in technology, products, and markets with granular silicon using the fluidized bed reactor (FBR) method and next-generation perovskite as the core. Faced with the structural opportunities brought about by the global new energy power and energy storage market entering the terawatt-hour (TWh) era, as well as the deep cyclical adjustment in the solar industry, the insufficient resistance to cyclical fluctuations of a single industry and a single product has become apparent. Leveraging the systematic capabilities accumulated in the field of silicon-based materials such as engineering iteration systems, high-purity purification technology, and professional materials talent, the company has mature conditions to strategically extend into the lithium battery and frontier materials fields. The company has decided to implement a comprehensive and in-depth strategic transformation and upgrade. The core strategic goal is to achieve a transformation from being the "champion of granular silicon" to a "global multi-product new energy material platform". The company has established "silicon, lithium, carbon" as the core and extended to a diverse product matrix of new energy frontier materials, implementing a "main body with two wings" strategy and international industrial expansion strategy, dedicated to building a high-value industry chain covering upstream resource integration, advanced material manufacturing, industry standard setting, and forward-looking technological closed loop, providing global leading new energy material solutions to empower downstream customers to achieve technological iteration and green transformation. The business implementation path includes: (1) Lithium iron phosphate: building a growth engine with differentiated processes. (2) Silicon carbon anode: constructing a second growth curve with core strengths. (3) International deployment: advancing overseas production capacity and market landing. Upstream resource closed loop: Addressing the upstream demands of strategic emerging industries, the company is actively promoting the integration and locking of core mineral resources such as lithium, phosphate, cobalt, and iron globally, achieving material cost control and supply chain security from the source. This "Comprehensive Strategic Transformation Plan" marks the official entry of the group into a new stage of diversified, high-value, and global development of materials. The company will uphold the concept of "resource + technology + capital + industry = market", empower industry upgrades with core technology, achieve customer value with excellent products and services, continuously create outstanding returns for shareholders across cycles, and contribute solid strength to the global green energy transformation.