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通威股份(600438.SH)近期股價跌幅較大 公司高純晶硅生產經營一切正常、滿產滿銷
格隆匯 03-05 19:04

格隆匯 3 月 5日丨通威股份(600438.SH)公佈,公司股票202133日、34日、35連續三個交易日收盤價格跌幅偏離值累計達到20%根據《上海證券交易所交易規則》的有關規定,屬於股票交易異常波動

經公司對市場信息的收集及投資者來電反映,近日,市場傳聞顆粒硅技術較改良西門子法有優勢,可能影響公司在高純晶硅領域的行業領先地位。對此,公司認為:

公司對硅料生產的技術路線一直高度重視(包括顆粒硅技術),在投建產能時經過充分調研和論證,公司認為改良西門子法是已經經過長期運營,市場成熟和穩定的工藝路線,其具備產品品質穩定、生產效率高、裝置穩定性高、運行安全性高等特點,能夠兼顧產品品質和生產成本的保障經過多年發展,公司在高純晶硅核心技術領域形成了具有自主知識產權的多項成果,技術、成本處於行業領先水平,目前新產能的平均生產成本3.65萬元/噸(公司2020年半年度報吿披露數據),並可實現N型料的批量供應。截止目前,公司高純晶硅生產經營一切正常,滿產滿銷,積極保障供應。

公司已於20202月發佈產能規劃公吿,目前正按規劃推進擴產,在建的樂山二期和保山一期合計超過8萬噸的產能將於2021年內建成投產,在保障產品品質的基礎上,進一步降本增效,鞏固和擴大公司高純晶硅的規模和成本優勢。

目前,公司已與隆基股份、天合光能、晶科能源建立製造端股權和供應鏈的合作,並與多家行業公司簽訂長期供應鏈訂單。公司將在光伏業務上繼續保持與行業上下游夥伴的緊密合作,堅持專業分工,協同一體化的發展戰略,共同打造優勢互補、錯位發展、合作共贏的行業發展生態。

經公司自查,除上述“顆粒硅市場傳聞”外,未出現其他可能對公司股價產生較大影響的重大事件。

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