永臻股份(603381.SH):包頭基地年產100GW光伏鋁邊框項目舉行奠基儀式並於近期開工
格隆匯4月15日丨永臻股份(603381.SH)公佈,公司會議通過了《關於對外投資設立全資子公司的議案》,同意公司在內蒙古自治區包頭市東河區投資建設年產100GW光伏鋁邊框項目(以下簡稱“包頭基地”)。
包頭基地已於2025年4月15日舉行奠基儀式,目前正積極籌備開工前各項事宜,待近日完善相關開工手續後正式開工建設,擬建設年產100GW的光伏鋁邊框生產線、倉庫及配套公用設施,同時建設年產60萬噸的鋁合金新材料熔鑄產能,項目計劃總投資額約35億元。公司註冊項目平臺公司永臻投資(內蒙古)有限公司(以下簡稱“平臺公司”)推進包頭基地整體建設,同時設立各子公司作爲具體項目公司實施項目,分別爲永臻新材料(包頭)有限公司、永臻工業科技(包頭)有限公司、永臻電力(包頭)有限公司,三家公司股權結構均爲項目平臺公司全資子公司。其中永臻新材料(包頭)有限公司主要承擔新材料的研發、熔鑄製造等生產工藝環節,爲光伏鋁邊框及集團新材料發展提供原材料及產業支撐;永臻工業科技(包頭)有限公司承擔光伏鋁邊框擠壓、氧化、深加工及各工藝製造環節;永臻電力(包頭)有限公司根據項目落地的相關投資政策及配套指標承擔光伏電站的開發、建設和運營業務。
包頭基地的穩步推進,對公司業務的中長期戰略佈局具有重要意義。該基地充分藉助當地政策與產業配套優勢,打開光伏邊框北方市場空間,以更短的運輸半徑、更快的響應速度,更好的爲客戶提供優質可靠的光伏鋁邊框產品。該基地的順利實施,能夠有力拓展公司光伏鋁邊框產品於全國範圍內的輻射廣度與影響深度,能夠有效提升光伏鋁邊框產品的市場佔有率,穩固公司在行業內的領先地位,增強核心競爭力。同時,包頭區位優勢優越,能源成本優勢顯著,電解鋁鋁水資源等條件符合未來產能規劃的戰略需要。
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