隆基股份(601012.SH):取消公司在雲南省享有的優惠電價政策和措施
格隆匯4月5日丨 隆基股份(601012.SH)披露公司在雲南省投資的進展,此前披露,根據公司戰略發展需求,公司於2016年3月10日與雲南省人民政府簽署了戰略合作框架協議,就公司在雲南省投資建設單晶硅棒硅片、高效電池組件、特色農業光伏電站產業鏈,帶動千億級單晶光伏產業集羣和雲南省給予相關優惠政策支持達成合作戰略合作意向。
自2016年開始,公司陸續分別與雲南省發改委、能源局,雲南省保山市人民政府、麗江市人民政府、楚雄彝族自治州人民政府、騰衝市人民政府、曲靖市人民政府等雲南省多地簽訂了項目投資協議,推動上述戰略協議的有效落實。截至2021年末,公司已在雲南省形成約67GW的拉晶產能和57GW的切片產能,麗江三期年產10GW單晶硅棒建設項目、曲靖二期年產20GW單晶硅棒和30GW單晶硅片項目、曲靖年產30GW單晶電池項目尚未開工或投產。
公司於2022年4月1日收到《雲南省發展和改革委員會關於明確隆基綠能科技股份有限公司有關用電價格的函》(雲發改產業函[2022]103號),函吿:根據國家有關部門清理優惠電價政策的要求,取消公司在雲南省享有的優惠電價政策和措施,自2021年9月1日起,公司全部用電價格通過電力市場化交易方式形成,直接與電網企業結算。
截至2021年末,公司在雲南已投產的切片產能佔公司總產能的比例約為54%。鑑於公司在雲南省內的投資項目不能再執行原合作協議中雙方約定的電價,將會在一定程度上增加雲南省內投資企業的生產成本,電費佔硅片全工序加工成本比例為15%左右,對公司利潤會產生一定不利影響。此外上述公司在雲南投資項目中未完成的部分存在發生變更的風險,公司將根據《上海證券交易所股票上市規則》等相關法規及時披露進展,敬請廣大投資者注意投資風險。
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