7月12日,雙良(liang)節(jie)(jie)能(neng)(neng)(SH:600481)發(fa)布公(gong)告,公(gong)司(si)全資子公(gong)司(si)雙良(liang)硅(gui)(gui)材料(包頭)有限公(gong)司(si)近期與新特能(neng)(neng)源(yuan)(HK:01799)及(ji)其三家子公(gong)司(si)簽訂了《多晶硅(gui)(gui)戰略合作買(mai)賣協議書》,合同約定(ding)2023 -2030年間,雙良(liang)節(jie)(jie)能(neng)(neng)預(yu)計向(xiang)新特能(neng)(neng)源(yuan)采購多晶硅(gui)(gui)料20.19萬噸,預(yu)計采購金額(e)約為(wei)584.70億(yi)元(含稅(shui),本測(ce)算價格不構(gou)成價格承諾)。
公(gong)(gong)(gong)司(si)表(biao)示,公(gong)(gong)(gong)司(si)于2021年開始布局大(da)(da)尺寸(cun)(cun)單(dan)晶硅(gui)片(pian)業務,隨著(zhu)項(xiang)目(mu)建設推(tui)進(jin)順利,公(gong)(gong)(gong)司(si)在(zai)2022年底(di)將具備(bei)40GW+產(chan)能的投(tou)產(chan)條件(jian),在(zai)手訂單(dan)充足。為確保公(gong)(gong)(gong)司(si)已簽大(da)(da)尺寸(cun)(cun)單(dan)晶硅(gui)片(pian)銷售長單(dan)在(zai)未來如期(qi)交(jiao)付,公(gong)(gong)(gong)司(si)因此簽訂了(le)本(ben)次采購(gou)合同。
截至(zhi)當日收盤,公司(si)股(gu)價報收17.06元(yuan)/股(gu),總市值(zhi)為278億元(yuan)。