福莱特(601865.SH):与隆基签署预估117亿元的光伏玻璃销售合同
格隆汇 2 月 8日丨福莱特(601865.SH)公布,近日,公司及其全资子公司与隆基乐叶光伏科技有限公司、浙江隆基乐叶光伏科技有限公司、泰州隆基乐叶光伏科技有限公司、江苏隆基乐叶光伏科技有限公司、滁州隆基乐叶光伏科技有限公司、咸阳隆基乐叶光伏科技有限公司、嘉兴隆基乐叶光伏科技有限公司、银川隆基乐叶光伏科技有限公司、大同隆基乐叶光伏科技有限公司、西安隆基绿能建筑科技有限公司、隆基(香港)贸易有限公司、隆基(古晋)私人有限公司、越南光伏科技有限公司(合称“隆基股份”或“买方”)在西安就2019年5月与隆基乐叶签署的原长单销售合同基础上签署了补充协议暨《战略合作协议》。
此次补充协议约定,买方在原长单销售合同2021年光伏玻璃采购量的基础上增加2786万平方米,并约定2022年-2023年买方向卖方采购46GW光伏组件用光伏玻璃。
公司预估此次补充协议共销售光伏玻璃约3.15亿平方米,若按照卓创周评2021年2月4日公布的3.2mm光伏玻璃均价42元/平方米(含税)、2.0mm光伏玻璃均价34元/平方米(含税)测算,预估合同总金额约117亿元人民币(含税),占公司2019年度经审计总资产93.92亿元人民币的约124.57%。
根据上海证券交易所临时公告格式指引第7号规定,合同金额占上市公司最近一期经审计总资产的50%以上,且绝对金额超过5亿元人民币的合同属于特别重大合同。因此该合同属于特别重大销售合同,该测算不构成价格或业绩承诺。
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