天合光能（688599.SH）今天晚间宣布，将与无锡上机数控股份有限公司（以下简称“上机数控”，603185.SH）及其全资子公司弘元新材料（包头）有限公司(下称“弘元新材”)签订单晶硅片长单采购合同。 这也是天合光能自科创板IPO以来最大的采购订单。 数据显示，此次合同横跨2021年~2025年。每年，天合将向对方采购不少于4GW的单晶硅片，对应的210尺寸单晶硅片为20亿片，总计20GW。这些产品将全部对应210尺寸的组件。按当前市场价格测算（基于 PV InfoLink 最新公布的单晶硅片均价折算），预计采购金额约为每年 20.48 亿元（含税），5 年总计 102.40亿元（含税）。双方约定，实际采购价格采取月度议价方式，故最终实现的采购金额可能随市场价格产生波动，实际以签订的月度补充协议为准。

    上机数控注册资本2.3187亿，所在地为无锡滨湖区，其最近一年的资产总额为27.63亿，净资产17.08亿，营收8.06亿，净利润1.85亿。弘元新材料的住所在内蒙古自治区包头市青山区装备制造产业园区，注册资本7亿元，经营半导体材料、石墨材料、碳碳材料、单晶硅棒及硅片、半导体设备等。

    天合也表示，作为长单采购合同，公司在 2021 年底光伏组件产能规划不低于 50GW，未来将继续夯实基于大尺寸电池的先进组件产能规模优势。本次长单采购合同的签订将为公司 210 单晶硅片长期稳定供应提供有力保障，符合公司未来发展战略规划。

    这已经不是双方的首次合作，今年1月，天合已经向两家企业订购硅片，当时采购的单晶硅片预计是3.67亿片，合同额为12.15亿元（含税），占上机数控2018年营收6.84亿的157%。锁定硅片原材料，已经成为了组件、电池厂商的常规操作。早在2018年，通威股份就向中环股份抛出了约24.1亿片的硅片采购合同。 今年，隆基股份称，已与通威太阳能进行了约定，2020年1月1日至2022年12月31日期间，隆基股份向成都通威及其关联方销售单晶硅片数量合计为48亿片(其中2020年、2021年、2022年合同数量分别为14亿片、16亿片、18亿片)。此后因为需求原因，彼此又将2021年的合同数量变更为26亿片。

   上机数控现有的下游客户包括了天合光能。而在上游，企业也在积极协调多晶硅产品的供给。今年8月31日，其表示，下属全资子公司弘元新材与江苏中能硅业科技发展有限公司、新疆协鑫新能源材料科技有限公司就“多晶硅料”的采购签订合同，2020至2021年由弘元新材向对方采购原材料多晶硅料1.67万吨（上下浮动不超过5%），按照当前市场价格（PVInfoLink最新公布的多晶硅致密料均价）测算，预计采购金额约为15.70亿元（含税）。上机数控表示，本合同为采购合同，合同的签订有利于保障公司原材料的稳定供应。 也是在8月下旬，弘元新材与新疆大全新能源股份有限公司（下称“大全新能源”）就“多晶硅料”的采购签订合同，具体为：合同采取月度议价方式进行，预计2020-2022年采购多晶硅2.16-3.20万吨。参照PVInfoLink最新公布的价格估算，预计合同金额约为2020-2022年19.44-28.80亿元（含税），不含税为17.20-25.49亿元，占上机数控2019年营业成本4.92亿元的350%-518%，属于特别重大合同。

Trina Solar (688599.SH) announced this evening that it has entered into a contract for the purchase of monocrystalline silicon wafer length orders with Wuxi SMC CNC Co., Ltd. (hereinafter referred to as "SMC CNC", 603185.SH) and its wholly-owned subsidiary Hongyuan New Materials (Baotou) Co., Ltd. (hereinafter referred to as "Hongyuan New Materials"). It is also Trina's largest purchase order since its IPO on the Science and Technology Innovation Board.The contract covers the period from 2021 to 2025, the data show. Each year, TRW will purchase from the other party no less than 4GW of monocrystalline silicon wafers, corresponding to 210-size monocrystalline silicon wafers of 2 billion pieces, a total of 20GW. These products will all correspond to 210-size components.Based on the current market price (converted based on the average price of single crystal silicon wafers recently published by PV Infolink), the estimated purchase amount is about 2.048 billion yuan per year (including tax), and the total amount in 5 years is 10.24 billion yuan (including tax). Both parties agree that the actual purchase price shall be negotiated on a monthly basis, so the final purchase amount may fluctuate with the market price, and the actual monthly supplementary agreement signed shall prevail.

The registered capital of Shanghai CNC is 231.87 million, located in Binhu District of Wuxi. Its total assets in the recent year are 2.763 billion, net assets are 1.708 billion, revenue is 806 million, net profit is 185 million. Hongyuan New Materials is located in the Equipment Manufacturing Industrial Park, Qingshan District, Baotou City, Inner Mongolia Autonomous Region. With a registered capital of 700 million yuan, Hongyuan New Materials is engaged in semiconductor materials, graphite materials, carbon carbon materials, monocrystalline silicon rods and silicon wafers, semiconductor equipment, etc.

Trina also said that as a long-order purchase contract, the company plans to have a PV module production capacity of no less than 50GW by the end of 2021, and will continue to consolidate the capacity scale advantage of advanced modules based on large-size batteries in the future. The signing of this long order purchase contract will provide a strong guarantee for the company's long-term and stable supply of 210 monocrystalline silicon wafers, which is in line with the company's future development strategic planning.

This is not the first cooperation between the two companies, in January this year, TRW has ordered silicon wafers from the two companies, the purchase of monocrystalline silicon wafers is estimated to be 367 million pieces, the contract value of 1.215 billion yuan (including tax), accounting for 157% of the 2018 revenue of Shanghai CNC 684 million. Locking up silicon wafer raw materials has become a routine operation for manufacturers of components and batteries.As early as 2018, Tongwei Group sold a purchase contract of about 2.41 billion wafers to CMC. This year, Longji said that it has made an agreement with Tongwei Solar Energy that the total number of single-crystal silicon wafers sold by Longji to Chengdu Tongwei and its affiliated parties from January 1, 2020 to December 31, 2022 will be 4.8 billion pieces (among which, the contract number in 2020, 2021 and 2022 will be 1.4 billion pieces, 1.6 billion pieces and 1.8 billion pieces respectively).Since then, due to demand, the two sides have changed the number of contracts in 2021 to 2.6 billion.

Shanghai CNC's existing downstream customers include Trina Solar.In the upstream, enterprises are also actively coordinating the supply of polysilicon products. August 31 this year, it said, subordinate subsidiary hong yuan with jiangsu zhongneng silicon new material industry association, xin technology development co., LTD., xinjiang new energy materials technology co., LTD. Is the polysilicon material procurement contract, from 2020 to 2021 by the hong yuan new material purchasing raw materials to the other 16700 tons of polysilicon material (floating up and down not more than 5%), according to the current market price (PVInfoLink latest polysilicon average density material), is expected to purchase amount is about 1.57 billion yuan (including tax).Shanghai CNC said that this contract is a procurement contract, the signing of the contract is conducive to the company's stable supply of raw materials. Also in the late August, Hongyuan New Material signed a contract with Xinjiang Daxun Energy Co., Ltd. (hereinafter referred to as "Daxun Energy") on the purchase of "polysilicon material". Specifically, the contract will be carried out by monthly negotiation, and it is expected to purchase 21,600 to 32,000 tons of polysilicon in 2020-2022.According to the latest price estimation published by PVINFolink, it is expected that the contract amount is about RMB 19.44-2.88 billion (including tax) in 2020-2022, and RMB 1.720-2.549 billion (excluding tax), accounting for 350%-518% of the operating cost of 492 million yuan in 2019 in Shanghai CNC, which is a particularly significant contract.