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TCL中環(002129.SZ):光伏製造業需要生態的支持,中環在產業鏈生態方面有較強的協調力
格隆匯 06-12 07:21

格隆匯6月12日丨TCL中環(002129.SZ)接受機構調研、現場參觀,交流問答環節中,就“中東方向產能擴建情況,規劃模式及合作目標,是否帶現有的商業夥伴過去?”

公司回覆稱,中環與中東簽約已公吿,在正式成立合資公司之前,雙方正在積極推進相關法律程序等,目前整體進展順利,公司相關商務代表和法律代表已到達沙特,開展建廠等事宜的前期準備工作。規模可能要比公司早前討論和預想的規模更大。中東光照資源豐富、電站收益樂觀且建設速度相對較快。其他環節的合作模式有待進一步探討,存在與商業夥伴協同一起奔赴中東的可能性。光伏製造業需要生態的支持,中環在產業鏈生態方面有較強的協調力。

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