協鑫集成(002506.SZ):將向彩虹新能源採購光伏玻璃、合作總金額預計為20.21億元
格隆匯5月20日丨協鑫集成(002506.SZ)公佈,公司近期與彩虹集團新能源股份有限公司(“彩虹新能源”)簽署了《戰略合作協議》,基於雙方自2014年以來的良好合作基礎,為充分發揮雙方各自資源優勢,促進雙方的進一步共同發展,提升雙方在各自領域的核心競爭力,雙方建立戰略合作伙伴關係,協議約定於2022年5月至2024年4月期間,公司向彩虹新能源採購光伏玻璃,合作總金額預計為人民幣20.21億元。
近兩年,受限於組件產能結構調整影響,公司光伏玻璃採購金額約為1.6億元,其中向彩虹新能源及其子公司採購光伏玻璃金額約為0.66億元。隨着公司合肥組件大基地產能逐步擴大,對於輔料光伏玻璃的需求日益增大。為降低光伏玻璃價格及供應波動對公司生產及成本的影響,公司通過與彩虹新能源建立戰略合作關係,加強光伏玻璃方面的供應鏈合作,保證光伏玻璃的穩定供應,有利於公司強化組件業務發展,提升產品盈利能力及競爭力。公司業務不會因本協議的履行而對交易對方形成依賴,不影響公司的業務獨立性。
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