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中來股份(300393.SZ):擬投資140億元建年產20萬噸工業硅及年產10萬噸高純多晶硅項目
格隆匯 03-15 19:49

格隆匯3月15日丨中來股份(300393.SZ)公佈,2022年3月15日,公司與太原市人民政府(“太原政府”)、古交市人民政府(“古交政府”)簽署了《戰略合作與投資協議》,約定:公司擬在山西省古交市投資年產20萬噸工業硅及年產10萬噸高純多晶硅項目,項目擬按照“整體規劃、分期實施”的方式建設,第一期擬投建年產20萬噸工業硅及年產1萬噸高純多晶硅項目,第二期擬投建年產9萬噸多晶硅項目,投資總金額預計為人民幣140億元,其中一期項目中年產20萬噸工業硅預計投資額約32億元、年產1萬噸高純多晶硅預計投資額約11億元,合計一期投資金額約為43億元,一期項目將在本協議生效後開工建設,爭取2024年竣工投產;二期項目將根據市場情況推進。

該項目由公司或公司指定的控股子公司、太原市人民政府投資設立的產業基金合資組建項目公司具體實施,其中,公司或公司指定的控股子公司將持有項目公司51%股權、太原市人民政府投資設立的產業基金將持有項目公司49%股權。項目公司由中來股份主導管理。

此次投資是公司根據市場需求進行的綜合考量,投資項目所涉工業硅及多晶硅屬於光伏行業上游環節。多晶硅是光伏行業重要的基礎原材料,隨着光伏行業的快速發展,多晶硅需求近年來保持穩健增長,根據2021光伏行業對外發展年度彙報(太陽能光伏產品分會張森祕書長報吿)顯示,2021年全國多晶硅產量達50.5萬噸,同比增長28.8%;進口多晶硅20.4億美元,同比大幅上漲114%,進口數量11.4萬噸,同比上升13.4%。2022年起隨着多晶硅企業技改及新建產能的釋放,產量將進一步提升,但根據光伏產業未來發展情況預計,2022-2025年,我國年均新增裝機83-99GW,2022年新增裝機預計75-90GW,經測算,上游工業硅、多晶硅仍存在較大的產能缺口。

隨着光伏產業的發展,光伏行業競爭愈加激烈,公司所經營的高效電池及組件、背板等均屬於行業中下游環節,較業內光伏產業鏈垂直一體化經營的企業更容易受到原材料價格變動的影響從光伏行業內企業來看,業內多家電池組件企業逐步佈局上游工業硅及多晶硅產業,行業一體化趨勢進一步增強。對此,公司擬向上遊環節進一步佈局,並根據推進具體情況對本項目的實施進度進行合理規劃調整

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