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通威股份(600438.SH):拟与晶科能源共同投资年产4.5万吨高纯晶硅项目、年产15GW硅片项目
格隆汇 02-09 17:07

格隆汇 2 月 9日丨通威股份(600438.SH)公布,为进一步加强光伏产业链的资源共享与整合,夯实和提升双方的行业优势地位,共同打造专业分工、错位发展、相互协作的行业发展生态,通威股份拟与晶科能源签署《战略合作协议》,就共同投资年产4.5万吨高纯晶硅项目、年产15GW硅片项目,以及开展相应供应链合作达成共识。

通威股份按30%股权比例战略参股晶科能源15GW硅片项目公司,晶科能源按35%股权比例战略参股通威股份4.5万吨高纯晶硅项目公司,双方按股权比例分红通威股份4.5万吨硅料项目建设周期较长,晶科能源15GW硅片项目可按通威股份硅料项目建成投产时间节点节奏进行建设,实现同时建成投产。项目投资时间、参股方式、参股金额等双方另行协商确定。

供应链合作:(1)双方合资的高纯晶硅项目公司产能及产出产品优先满足于合资硅片项目公司的生产需要,硅片项目公司保障硅片产品成本行业领先、价格具有竞争力。双方按股权比例锁定2倍权益的实际产出硅料、硅片供应。(2)双方约定,晶科能源在继续执行前期已公告的硅料长单采购协议基础上,再附加向通威股份供应三年合计约6.5GW硅片产品,合作期为2021-2023年。

以上采销价格采用市场化原则,按月议价。

随着光伏发电进入平价时代,全球新能源产业将实现快速发展。协议拟投资建设项目将有效满足行业发展带来的需求增长,进一步提升公司光伏业务的市场占有率,巩固公司在光伏行业的优势地位。通过与晶科能源建立战略合作关系,有利于双方优势互补,协同发展,优化行业生态,减少行业重复投资,推动光伏产业产能优化、产业升级。同时,双方拟开展的长期稳定的供应链合作,有利于保障公司光伏产品的产销稳定,符合公司的经营发展规划。

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