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TCL科技及中環與內蒙古政府簽署協議 斥資206億元建內蒙古中環產業城

4月7日,TCL科技(000100.SZ)及公司控股子公司中環半導體(002129.SZ)與內蒙古自治區人民政府和呼和浩特市人民政府就建設"內蒙古中環產業城項目羣"達成合作協議,計劃總投資約206億元。主要投建產能約12萬噸的高純多晶硅項目等。

近年,多晶硅產業景氣向上。Wind數據顯示,光伏級多晶硅現貨價由2020年6月24日6.19美元/千克上漲至2022年4月6日34.1美元/千克。以目前價格計算,12萬噸高純多晶硅項目產值約260億元人民幣。

中環半導體自2009年就在呼和浩特市投建內蒙古中環產業園,本次合作將在原有產業基地的基礎上進一步建設內蒙古中環產業城,定位於全球最集中的、規模效益最好的光伏新能源材料基地。

在高純多晶硅項目等方面開展產業鏈投資合作,有利於產業鏈戰略協同降本、共享發展,強化供應鏈穩定,鞏固公司產業競爭力;有利於進一步整合公司優勢資源,加速智能製造轉型和技術創新轉化,提效降本,擴大規模效應,推動公司綠色高質量發展。

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