信義光能(00968.HK)及信義玻璃(00868.HK):就多晶硅生產項目成立信義晶硅
格隆匯12月16日丨信義光能(00968.HK)及信義玻璃(00868.HK)公吿,信義光能董事會及信義玻璃董事會欣然宣佈,已訂立合營企業協議,藉此,信義光能及信義玻璃已透過彼等各自的全資附屬公司同意成立信義晶硅。
合營企業協議將規管信義晶硅兩名股東的權利及義務以及彼等各自向信義晶硅作出的最高出資承擔額。信義晶硅於英屬處女羣島註冊成立及為信義晶硅(香港)的控股公司,而信義晶硅(香港)將透過其自身將於中國成立的附屬公司從事多晶硅生產項目。
信義晶硅(香港)將從事多晶硅生產項目,據此,信義晶硅(香港)將透過其將於中國成立的附屬公司於中國雲南省曲靖市麒麟區建設多晶硅生產廠房,估計年產能為6萬噸(其後信義晶硅(香港)可選擇分不同階段將估計年產能提升至20萬噸),而白炭黑的估計年產能最多為1萬噸。
鑑於近期的脱碳努力以及中國政府力爭到2060年實現"碳中和"目標的能源政策,信義光能董事及信義玻璃董事認為清潔及可再生能源將成為未來的主要能源來源,且預計全球及中國國內對清潔及可再生能源的需求將繼續增長。
相較於水電、核電及風電,太陽能是最高效、最可靠及最安全的可再生能源之一,安裝成本更低。信義光能董事認為,未來中國將建設越來越多的太陽能發電場,以響應到2060年實現"碳中和"的國家目標。多晶硅為光伏行業的關鍵原料,廣泛用於生產傳統太陽能電池。中國對多晶硅的需求將會增加。信義光能的太陽能玻璃產品銷售也將與信義晶硅的多晶硅銷售產生協同效應,此乃由於兩種類型的產品面向的客户羣類似。
憑藉信義光能及信義玻璃在全國範圍內的製造能力所累積的豐富營運及管理經驗,信義光能董事及信義玻璃董事認為成立信義晶硅及參與多晶硅生產項目將使信義光能及信義玻璃結合財務優勢及製造相關專業知識,捕捉新興商機。
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