保利協鑫能源(03800.HK)2021年由虧轉盈50.84億元 共規劃了50萬噸顆粒硅產能
格隆匯3月28日丨保利協鑫能源(03800.HK)公佈，截至2021年12月31日止年度，公司收入197億元人民幣，同比增長34.3%；毛利73.48億元，同比增長95.8%；公司擁有人應占年內利潤50.84億元，上年同期虧損56.68億元；每股基本盈利及每股攤薄盈利分別為人民幣20.68分及人民幣20.65分。
由於光伏產品價格反彈，光伏產品於年內銷售價格大幅上漲，導致光伏材料業務的毛利率由3.3%上升至32.9%。隨着全球範圍內疫情的影響逐步減弱，全產業鏈價格出現大幅度上揚，2021年光伏產品銷售價格已反彈，行業生產情況已恢復至疫前同等水平。
於2021年12月31日，集團棒狀多晶硅及顆粒硅年產能分別為45,000公噸及30,000公噸。截至2021年12月31日止年度，集團多晶硅產量約為47,610公噸，較2020年同期產量42,189公噸增加12.8%。
於2021年12月31日，集團硅片年產能透過技術改造由40吉瓦提升至50吉瓦。截至2021年12月31日止年度，集團的硅片總產量為38,118兆瓦（含代工硅片24,056兆瓦），較2020年同期硅片總產量31,449兆瓦（含代工硅片16,588兆瓦）增加約21.2%。
截至2021年12月31日止年度，光伏電站業務於海外及中國的售電量分別為26,371兆瓦時及191,209兆瓦時（2020年：分別為27,425兆瓦時及464,578兆瓦時）。
經過十年磨礪在2021年末新增2萬噸顆粒硅產能投產後，2022年保利協鑫顆粒硅產能正式進入可複製的模塊化擴產、量產元年。公司於江蘇徐州、四川樂山、內蒙古包頭三大基地共規劃了50萬噸顆粒硅產能：在徐州、樂山兩地，公司分別規劃了10萬噸顆粒硅產能。在內蒙古包頭，公司與下游一線廠商進行股權合作，增強戰略互信，規劃了包含一期10萬噸在內的共30萬噸的顆粒硅產能。同時，圍繞聚焦硅料的發展戰略，公司向上遊延伸佈局高純納米硅粉產能作為顆粒硅原材料的戰略保障。在國家能耗「雙控」愈加嚴格的背景下，高純納米硅粉產能的佈局將有效提升公司硅料生產安全邊際，保障供應鏈安全，提高產業鏈收益。
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