上機數控(603185.SH):與新特能源及其子公司新疆新特就“多晶硅料”採購簽訂合同
格隆匯1月21日丨上機數控(603185.SH)公佈,公司於2019年拓展單晶硅業務,產能逐步擴大,在生產過程中對原材料的需求也逐步增加。為充分保障原材料的供應,公司及下屬全資子公司弘元新材與新特能源股份有限公司(“新特能源”)及新疆新特晶體硅高科技有限公司(“新疆新特”)就“多晶硅料”的採購簽訂合同。該合同的標的為多晶硅料,預計2021-2025年採購數量為7.035萬噸。
參照PVInfoLink最新公佈的價格測算,預計合同金額約為2021-2025年60.501億元(含税),不含税為53.541億元,佔公司2019年營業成本4.92億元的1088.23%,屬於特別重大合同。該金額僅為根據當前市場價格測算,實際以簽訂的月度補充協議為準。
公司於2019年拓展單晶硅業務,單晶硅產能逐步擴大,此次長單採購合同中約定的採購量佔公司多晶硅料採購總量的比例合理。此次合同的簽訂,有利於保障公司原材料的穩定供應,符合公司的經營計劃,也符合行業特點,不會對公司的業績造成直接影響。
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