通威股份(600438.SH):擬與晶科能源共同投資年產4.5萬噸高純晶硅項目、年產15GW硅片項目
格隆匯 2 月 9日丨通威股份(600438.SH)公佈,為進一步加強光伏產業鏈的資源共享與整合,夯實和提升雙方的行業優勢地位,共同打造專業分工、錯位發展、相互協作的行業發展生態,通威股份擬與晶科能源簽署《戰略合作協議》,就共同投資年產4.5萬噸高純晶硅項目、年產15GW硅片項目,以及開展相應供應鏈合作達成共識。
通威股份按30%股權比例戰略參股晶科能源15GW硅片項目公司,晶科能源按35%股權比例戰略參股通威股份4.5萬噸高純晶硅項目公司,雙方按股權比例分紅。因通威股份4.5萬噸硅料項目建設週期較長,晶科能源15GW硅片項目可按通威股份硅料項目建成投產時間節點節奏進行建設,實現同時建成投產。項目投資時間、參股方式、參股金額等雙方另行協商確定。
供應鏈合作:(1)雙方合資的高純晶硅項目公司產能及產出產品優先滿足於合資硅片項目公司的生產需要,硅片項目公司保障硅片產品成本行業領先、價格具有競爭力。雙方按股權比例鎖定2倍權益的實際產出硅料、硅片供應。(2)雙方約定,晶科能源在繼續執行前期已公吿的硅料長單採購協議基礎上,再附加向通威股份供應三年合計約6.5GW硅片產品,合作期為2021-2023年。
以上採銷價格採用市場化原則,按月議價。
隨着光伏發電進入平價時代,全球新能源產業將實現快速發展。協議擬投資建設項目將有效滿足行業發展帶來的需求增長,進一步提升公司光伏業務的市場佔有率,鞏固公司在光伏行業的優勢地位。通過與晶科能源建立戰略合作關係,有利於雙方優勢互補,協同發展,優化行業生態,減少行業重複投資,推動光伏產業產能優化、產業升級。同時,雙方擬開展的長期穩定的供應鏈合作,有利於保障公司光伏產品的產銷穩定,符合公司的經營發展規劃。
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