保利協鑫能源(03800.HK)中期由虧轉盈24.07億元 顆粒硅碳足跡優勢明顯
格隆匯10月25日丨保利協鑫能源(03800.HK)公吿，截至2021年6月30日止6個月，公司收益87.79億元人民幣，同比增長22.3%；毛利35.99億元，同比增長97.5%；公司擁有人應占淨利潤24.07億元，上年同期虧損19.96億元，每股基本盈利約人民幣9.90分。
自2020年下半年起，多晶硅供給市場整體維持較為緊缺的狀態，使得硅料價格預期持續向好。保利協鑫精準把握這一行業供給趨勢，迴歸初心，依託於公司在硅基材料領域培養多年的中外資深科研、運營、管理團隊，將戰略重點重新聚焦於公司擅長的硅料領域，重點發力深耕十餘年的硅烷流化牀法顆粒硅。得益於高端產能+低成本+規模化三線合一的多晶硅生產製造模式和技術、人才、資金方面的優勢，顆粒硅產品已在生產成本、產品品質、應用情況和生產規模等維度領先全球。保利協鑫將以顆粒硅為帆再次起航，延伸硅化學生態，繼續向市場提供高質量、低成本的原材料以及優質的服務，成為低碳硅基材料的領先科技企業。
顆粒硅碳足跡數據的領先主要得益於其在生產的低電耗優勢。目前，顆粒硅已將每公斤電耗降低到18kWh以下，相較改良西門子法電耗降低約三分之二，可有效降低光伏度電成本。不僅如此，在單位投資強度、佔地面積及人力成本等方面，顆粒硅均有大幅度下降，綜合生產成本較棒狀硅相比下降約30%，且在技術的持續更新下，仍有大幅度下降空間。在低本高效和優秀碳足跡表現的雙重優勢下，保利協鑫的硅烷流化牀法顆粒硅將不斷提升市場佔有率，成為下一代低碳硅基新材料。
今年5月，公司與晶澳太陽能科技股份有限公司簽訂首個純顆粒硅採購長單，預計總採購量約14.58萬噸，充分體現下游客户對顆粒硅技術成熟度及產品品質的認可。外加此前公司分別與天津中環半導體股份有限公司及其附屬公司、隆基綠能科技股份有限公司及其附屬公司所簽訂的含顆粒硅的不少於44.14萬噸的多晶硅料長單，目前公司實際累計包括顆粒硅在內的多晶硅產品訂單量已近60萬噸。
於2021年6月30日，集團棒狀多晶硅及顆粒硅年產能分別為36,000公噸及10,000公噸，預計2021年年末顆粒硅年產能將達30,000公噸。截至2021年6月30日止六個月，集團多晶硅產量約為23,284公噸，較2020年同期產量20,323公噸增加14.6%。
於2021年6月30日，集團硅片年產能為40吉瓦。截至2021年6月30日止六個月，集團的硅片總產量為18,712兆瓦（含代工硅片10,969兆瓦），較2020年同期硅片總產量14,328兆瓦（含代工硅片7,288兆瓦）增加約30.6%，而不含代工硅片的硅片產量增加10.0%。
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