大全能源(688303.SH):子公司二期10萬噸高純多晶硅項目啟動
格隆匯12月6日丨大全能源(688303.SH)公佈,公司於2021年12月18日與包頭市九原區人民政府簽訂《包頭市九原區人民政府、新疆大全新能源股份有限公司項目投資協議書》,約定《戰略合作框架協議》項下20萬噸/年高純多晶硅項目和2.1萬噸/年半導體多晶硅項目(“高純多晶硅及半導體多晶硅項目”)在內蒙古包頭市九原工業園區投資建設,分兩期建成。該項目已經公司第二屆董事會第十九次會議、2022年第一次臨時股東大會審議通過,詳情可見公司於2021年12月21日披露的《關於簽訂包頭戰略合作框架協議、項目投資協議及投資意向書的公吿》(公吿編號:2021-015)。該項目實施主體為公司全資子公司內蒙古大全新能源有限公司。目前該項目中的二期年產10萬噸高純多晶硅項目已完成能評批覆手續並將於近期正式啟動。此外,該二期項目中的半導體多晶硅項目將根據市場需求情況適時推進。
上述二期年產10萬噸多晶硅項目預計總投資91.85億元,計劃將於2023年底建成投產。項目實施達產後,公司累計年產能可實現30.5萬噸。該項目的實施有利於公司把握光伏行業發展的戰略機遇,順應光伏市場提效降本的發展趨勢,在促進光伏產業的技術進步和產業升級的同時,擴大公司產能規模,進一步鞏固和提升公司在高純多晶硅生產領域的產能、技術等綜合優勢,不斷鞏固和提升公司在光伏行業的領先地位。
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