保利協鑫能源(03800.HK)與隆基股份簽訂73.28億元多晶硅長單銷售合同
格隆匯 2 月 2日丨保利協鑫能源(03800.HK)發佈公吿,2021年2月1日,公司的全資附屬公司江蘇中能硅業科技發展有限公司(“江蘇中能”)作為賣方與隆基股份(601012.SH)及其7家附屬公司銀川隆基硅材料有限公司、寧夏隆基硅材料有限公司、麗江隆基硅材料有限公司、華坪隆基硅材料有限公司、銀川隆基光伏科技有限公司、曲靖隆基硅材料有限公司和騰衝隆基硅材料有限公司作為買方簽署多晶硅採購協議。
根據多晶硅採購協議,江蘇中能將於2021年3月至2023年12月期間向隆基股份及其7家附屬公司銷售合共不少於9.14萬噸多晶硅。為滿足買方對顆粒硅的期待,多晶硅供應量之中將包括顆粒硅產品。隆基股份及其附屬公司將按月根據其需求籤訂採購多晶硅的訂單,訂單價格由雙方根據市場行情商議。若按照中國有色金屬工業協會硅業分會2021年1月27日公佈的單晶高純硅料成交均價9.06萬元人民幣╱噸測算,預估本合同總金額約73.28億元人民幣(不含税,本測算不構成價格承諾)。
公吿表示,董事會認為簽訂多晶硅採購協議將有利於促進公司日常業務多晶硅產品的穩定銷售,推動顆粒硅產品的廣泛應用及市場率的快速提升,並與集團的發展戰略吻合,可進一步提升集團在新能源行業的地位。
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