金陽新能源(01121.HK):將向太一光伏提供不少於1億片單鑄硅片
格隆匯9月7日丨金陽新能源(01121.HK)公佈,公司間接全資子公司金陽硅業科技(徐州)有限公司("金陽徐州")與太一光伏科技(常州)有限公司("太一光伏")簽訂硅片銷售協議,從2021年8月開始的12個月期限內,金陽徐州將提供不少於1億片的單晶鑄錠("單鑄")硅片及單鑄硅片每月的出貨量及對應的單價將基於獨立簽訂的銷售合同決定。金陽徐州已於2021年8月27日與太一光伏簽訂了銷售合同提供一百萬片158.75毫米的單鑄硅片,含增值税單價為每片人民幣3.62元,遠比按英富霖諮詢有限公司集中研究太陽能光伏行業的分支PV InfoLink公佈的最近市價每片人民幣5.01元為低。
以上一百萬片的單鑄硅片預期將於本週內發貨給太一光伏。上述百萬量產級單鑄硅片的交付,再次驗證了集團成功轉型為光伏科技公司。相對於市價約30%的優惠,也彰顯了集團單鑄硅片的成本優勢。集團將加速單鑄硅片量產爬坡的速度,持續為已簽約客户和潛在客户供應高性價比的P型和N型單鑄硅片。
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