TCL中環(002129.SZ):20.8億美元中東項目投資簽約
格隆匯7月16日丨TCL中環(002129.SZ)公佈,基於自身的技術和先進製造優勢,以及全球化發展需要,擬與VisionIndustriesCompany(簡稱“Vision Industries”)、沙特阿拉伯公共投資基金PIF(簡稱“PIF”)的子公司RenewableEnergyLocalizationCompany(簡稱“RELC”)簽署《股東協議》,設立合資公司,共同在沙特建設年產20GW光伏晶體晶片項目(簡稱“中東項目”)。
三方約定在沙特阿拉伯成立合資公司建設年產20GW光伏晶體晶片工廠,總投資額預計約為20.8億美元。TCL中環通過新加坡全資子公司LumeTechS.A.PTE.LTD.持股40%,RELC持股40%,VisionIndustries持股20%。合資公司業務包括太陽能光伏晶體和晶片的製造、組裝和銷售。
中東項目將充分發揮公司在新能源光伏領域長期積累的技術、智能製造和運營管理等優勢,依託PIF的國家戰略職能和政府資源,以及Vision Industries及其股東方的區域資源、產業投資經驗和本地化經驗,在沙特建立技術領先的光伏產業鏈,打造中東地區具有全球競爭力的綠色能源產業標杆,共同推動中東地區能源轉型。
該項目為目前海外最大規模的晶體晶片工廠,充分考慮和發揮中東區域在新能源時期的樞紐地位,可通過綠電、綠氫等產品滿足歐洲的綠色能源轉型需求。公司也將充分發揮比較優勢,推進自身產能結構優化和業務全球佈局,將以沙特晶體晶片工廠為全球化業務基石,挖掘海外市場機遇、強化自身全球運營能力、與海外合作伙伴展開多種形式的合作,提升服務海外市場的能力,積極服務於中東-北非-歐洲的能源一體化戰略,為進一步產業全球化、製造本土化奠定堅實基礎。
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