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上機數控(603185.SH)簽訂12.15億元單晶硅片銷售合同
格隆匯 01-21 19:51

格隆匯1月21日丨上機數控(603185.SH)公佈,公司及下屬全資子公司弘元新材料(包頭)有限公司(以下簡稱“弘元包頭”)與天合光能股份有限公司(以下簡稱“天合光能”)就“單晶硅片”的銷售簽訂合同。

參照PVInfoLink最新公佈的價格估算,預計合同金額約為2020年全年12.15億元(含税),不含税為10.75億元,佔公司2018年營業收入6.84億元的157%,屬於特別重大合同。雙方約定,實際採購價格採取月度議價方式,故最終實現的銷售金額可能隨市場價格產生波動,上述銷售金額不構成業績承諾或業績預測,實際以簽訂的月度補充協議為準。

本合同的標的為單晶硅片,預計2020年銷售數量為3.67億片(上下浮動不超過10%)。合同履行期限為2020年至2022年,為長單銷售合同,目前合同雙方約定了2020年的銷售數量,具體銷售價格採取月度議價方式,有利於提高公司的銷售收入,但是對於公司利潤的影響存在不確定性。2021年至2022年,合同核心條款需於前一年年底重新商議,故合同雙方對於後兩年是否能達成一致尚存在不確定性。

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