雙良節能(600481.SH):簽訂584.7億元多晶硅料長單採購合同
格隆匯7月12日丨雙良節能(600481.SH)公佈,公司全資子公司雙良硅材料(包頭)有限公司(簡稱“買方”)近期與新特能源(01799.HK)、新疆新特晶體硅高科技有限公司、內蒙古新特硅材料有限公司、新特硅基新材料有限公司(合稱“賣方”)簽訂了《多晶硅戰略合作買賣協議書》。
合同約定2023年至2030年買方預計向賣方採購多晶硅料20.19萬噸,按照中國有色金屬工業協會硅業分會最新公佈(2022年7月6日)的單晶硅緻密料成交均價28.96萬元/噸(含税)測算,預計採購金額約為584.70億元(含税,不構成價格承諾)。雙方約定,實際採購價格採取月度議價方式,故採購數量及採購金額可能隨市場價格產生波動,實際以簽訂的月度《合同執行確認單》為準。
公司於2021年開始佈局大尺寸單晶硅片業務,隨着項目建設推進順利,公司在2022年底將具備40GW+產能的投產條件,在手訂單充足。為確保公司已籤大尺寸單晶硅片銷售長單在未來如期交付,公司簽訂了該次採購合同。
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