天合光能(688599.SH)與通威子公司共設項目公司生產210系列相關光伏產品
格隆匯 11 月 17日丨天合光能(688599.SH)公佈,根據公司戰略發展規劃,為充分發揮雙方在光伏產業鏈各環節的領先優勢,進一步加強戰略合作,實現協作共贏,公司與通威股份有限公司(“通威股份”)下屬四川永祥股份有限公司(“永祥股份”)、通威太陽能有限公司(“通威太陽能”)分別簽署《合資協議》,就合作成立項目公司並共同投資年產4萬噸高純晶硅項目、年產15GW拉棒項目、年產15GW切片項目、年產15GW高效晶硅電池項目,以及公司每年向合作項目公司採購高效晶硅電池等相關事項達成合作協議。
根據協議約定,公司在各項目公司中參股比例均為35%,合計註冊資本出資額約為21億元(各項目總投資額中,除註冊資本金部分外金額由各項目公司後續通過自籌方式解決),根據《上海證券交易所科創板股票上市規則》《公司章程》等相關規定,上述投資事項無需提交公司董事會、股東大會審議。
此次雙方合資協議的簽訂有助於雙方進一步強化深度戰略合作關係,發揮各自在光伏產業鏈的領先優勢。公司在 2021年底光伏組件產能規劃不低於50GW,未來將繼續夯實基於大尺寸電池的先進組件產能規模優勢。此次雙方合資項目將主要生產210系列相關光伏產品,合資協議的簽訂將有助於降低公司採購成本,為公司供應鏈的長期穩定提供有力保障,同時,有利於公司分享產業鏈上游利潤,提升公司的盈利能力,為公司未來發展帶來積極影響,符合公司未來發展戰略規劃。
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