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東方日升(300118.SZ):擬向福萊特採購89.08億元組件用光伏壓延玻璃
格隆匯 01-21 17:26

格隆匯1月21日丨東方日升(300118.SZ)公佈,公司與福萊特玻璃集團股份有限公司於2021年1月21日簽署了關於採購光伏玻璃的《戰略合作協議》,協議約定,買方和買方指定的子公司及關聯公司(即東方日升(常州)新能源有限公司、東方日升(義烏)新能源有限公司、東方日升(安徽)新能源有限公司、東方日升(寧波)新能源有限公司)向賣方和賣方指定的子公司及關聯公司(安徽福萊特光伏玻璃有限公司、浙江嘉福玻璃有限公司、福萊特(越南)有限公司及福萊特(香港)有限公司)在2021年-2023年三年內採購共計34GW(約2.34億平方米)組件用光伏壓延玻璃。

按照卓創2021年1月14日公佈的週報(3.2mm光伏玻璃均價42元/平方(含税)、2.0mm光伏玻璃均價34元/平方(含税))測算,預估合同總金額約89.08億元人民幣(含税)。具體產品規格、數量以雙方後期實際訂單為準。

協議的履行期限為2021年-2023年,對公司2021年的業績存在一定積極影響。該協議為長單採購戰略合作協議,具體採購價格採取月度議價方式,對未來各年業績產生的影響存在不確定性。

目前公司在寧海、常州、義烏、滁州、馬來西亞等新建光伏生產基地,預計2021年底光伏組件產能規劃不低於30GW,未來我們將根據市場對大尺寸組件接受度的持續提高繼續加大高效電池組件產能規模,完善公司供應鏈管理,確保核心競爭力。此次戰略合作協議的簽訂將為公司組件用光伏壓延玻璃長期穩定供應提供有力保障,符合公司未來發展戰略規劃。

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