通威股份(600438.SH):擬投資140億元建年產20萬噸高純晶硅項目
格隆匯6月30日丨通威股份(600438.SH)公佈,基於全球能源轉型與綠色發展需求,結合公司在高純晶硅領域積累的技術研發、成本效率、綜合管理、市場渠道等方面的領先優勢,公司擬與樂山市人民政府、樂山市五通橋區人民政府共同簽署《投資協議》,規劃在樂山市五通橋區新增投資建設年產20萬噸高純晶硅項目,主要從事高純晶硅的研發、生產和銷售等業務,項目總投資預計為140億元人民幣,項目按每期10萬噸分兩期實施。一期投資預計70億元,計劃2022年12月底前投產;二期項目根據市場及光伏產業發展情況擇機啟動。
基於全球碳中和背景下光伏行業的廣闊發展前景以及公司在高純晶硅領域的領先優勢,簽訂該投資協議符合公司經營戰略需要及高純晶硅業務發展規劃。根據公司已有年產8萬噸高純晶硅產能及在建年產15萬噸高純晶硅項目的進度安排,此次一期項目(年產10萬噸高純晶硅產能)按計劃投產後,公司高純晶硅年產能將在2022年底達到33萬噸;兩期項目全部投產後,公司高純晶硅產能將達43萬噸,規模效應凸顯,疊加工藝技術的持續優化,將進一步提升公司在高純晶硅領域的核心競爭力。此次投資項目不會對公司2021年營業收入及淨利潤構成重大影響。
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