阿特斯(688472.SH):擬140億元投建光伏產業鏈擴充及配套項目
格隆匯7月19日丨阿特斯(688472.SH)公佈,公司於2023年7月16日與呼和浩特市人民政府、呼和浩特經濟技術開發區管理委員會簽訂《光伏新能源全產業鏈項目投資合作協議書》,就公司在內蒙古自治區呼和浩特市投資建設光伏新能源全產業鏈項目(以下簡稱“本項目”)達成合作意向。
為推進本項目的實施,公司第一屆董事會第二十六次會議審議通過了《關於投資建設光伏產業鏈擴充及配套項目的議案》,確定一期具體落地項目為年產20GW單晶拉棒、40GW單晶坩堝項目,預計總投資為80億元人民幣(含流動資金);年產10GW切片+10GW電池+5GW組件+5GW新材料項目,預計總投資為60億人民幣(含流動資金)。
呼和浩特年產20GW單晶拉棒、40GW單晶坩堝項目和年產10GW切片+10GW電池+5GW組件+5GW新材料項目是符合內蒙古自治區及呼和浩特市鼓勵發展的新能源產業,可以享受呼和浩特市政府產業引進相關的優惠政策。同時,該項目符合公司未來產能規劃的戰略需要,可以進一步提高公司在單晶拉棒、坩堝等上游產品生產領域的競爭地位,並完善產業鏈上下游的整體佈局,在立足並加強主業發展基礎上,完善光伏產業鏈,有利於公司搶抓光伏市場發展機遇,進一步增強公司盈利能力,持續提升公司綜合競爭力,符合公司的長遠發展規劃。
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