保利協鑫能源(03800.HK)與上機數控達成戰略合作 擬於內蒙古投資建設30萬噸顆粒硅的研產項目
格隆匯 2 月 28日丨保利協鑫能源(03800.HK)公佈,於2021年2月28日,公司全資附屬公司江蘇中能硅業科技發展有限公司("江蘇中能")與上機數控(603185.SH)簽訂一份戰略合作框架協議書,擬於中國內蒙古自治區共同投資建設30萬噸顆粒硅的研發及生產項目。根據戰略合作框架協議書,江蘇中能與無錫上機擬就30萬噸顆粒硅生產及下游應用領域的研發項目進行合作,項目總投資預計為人民幣180億元。項目將分為三期具體實施,第一期設計產能擬為6萬噸,擬投資人民幣36億元。雙方擬透過成立合資公司的方式展開合作,江蘇中能擬於合資公司中持股65%,無錫上機擬於合資公司中持股35%。戰略合作框架協議書僅反映雙方合作的意向,雙方將於戰略合作框架協議書籤署後進行進一步協商及確認合作細節(包括具體投資金額及成立合資公司等細節),雙方達成一致後將另行簽訂相應的正式協議確定。
此次合作不僅體現了產業鏈下游優秀廠商對顆粒硅品質及應用的高度肯定,亦能有效助推顆粒硅快速、廣泛提昇市場佔有率,對顆粒硅的推廣具有重要的意義。雙方將充分發揮各自的優勢和資源,堅持互惠共贏、同等優先的原則,構築良性互動,鞏固並提昇雙方各自在光伏領域的行業地位。
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