国家高新技术企业你身边的太阳能发电站源头厂家

产品中心 解决方案 经销代理 工程案例

行业动态
多环节布局应对市场:天合光能再签12亿片硅片订单

       11月19日,天合光能发布关于自愿披露签订采购框架合同的公告. 根据公告,天合光能拟于2021年1月至2021年12月期间向天津中环半导体股份有限公司下属公司天津环欧国际硅材料有限公司采购210尺寸单晶硅片,合计数量不少于12亿片,预估合同总金额约65.52亿元(含税,根据当前市场价格测算,实际合同交易总额以最终成交金额为准)。合同经需经双方盖章后生效,有效期自2021年1月1日起至2021年12月31日止。此外,双方需在2020年12月31日前确认2021年的月度交货计划。公告表示,本次采购合作框架协议的签订是基于双方长久以来的战略合作关系,将有助于公司及时有效应对市场环境变化,确保公司供应链的长期稳定,为公司 210 尺寸光伏电池和组件的产能规划落地和市场拓展提供有力保障,符合公司未来发展战略规划。

       自11月起,天合光能和业内各环节企业达成多个订单与合作。11月2日,天合光能发布公告,表示根据公司战略及经营发展需要,公司与无锡上机数控股份有限公司及其全资子公司弘元新材料(包头)有限公司签订单晶硅片长单采购合同。该合同的标的为单晶硅片,预计公司2021-2025年每年向合同对方采购不少于4GW单晶硅片,对应210尺寸的单晶硅片4亿片;5年总计20GW,对应210尺寸的单晶硅片20亿片(硅片尺寸可以根据需求进行调整,但总体采购量不变)。 11月16日,亚玛顿发布关于签订日常经营重大销售合同的公告。11月15日,公司与天合光能股份有限公司及有关企业签署了关于光伏镀膜玻璃的销售合同。合同销售量合计8,500万平米,双方按月议价,公司按照2020年1-11月份各规格玻璃市场均价进行预估测算,预估本次合同总金额约21亿元(含税)。11月17日,天合光能发布公告,宣布和通威签订长单采购合作框架协议《硅料战略合作框架协议》,公司拟于2021年1月至2023年12月期间向通威股份有限公司下属公司采购多晶硅产品合计约72,000吨,产品价格随行就市,合同交易总额以最终成交金额为准。 同日,天合光能宣布与通威股份有限公司下属四川永祥股份有限公司、通威太阳能有限公司分别签署《合资协议》,就合作成立项目公司并共同投资年产4万吨高纯晶硅项目、年产15GW拉棒项目、年产15GW切片项目、年产15GW高效晶硅电池项目,以及公司每年向合作项目公司采购高效晶硅电池等相关事项达成合作协议。

     今年以来,光伏硅料和玻璃轮番涨价,处于行业下游的组件企业承受巨大压力,纷纷朝垂直一体化发展。天合光能近期动作连连,在各个环节都有所布局,想来也是为了后续能更好地应对市场变化,确保公司供应链的长期稳定。


November 19, Trina Solar issued a voluntary disclosure of the signing of the procurement framework contract notice.According to the announcement, trina solar is during January 2021 to December 2021 to Tianjin Zhonghuan Semiconductor Co., ltd. subsidiary company of Tianjin ring the international silicon material Co., Ltd. Procurement 210 monocrystalline silicon chip size, total amount not less than 1.2 billion pieces, forecasts the total contract value of about 6.552 billion yuan (including tax, based on the current market price, the actual contract deals with finally clinch a deal amount shall prevail). The Contract shall come into force upon being sealed by both parties and shall be valid from January 1, 2021 to December 31, 2021.In addition, the parties need to confirm the monthly delivery schedule for 2021 by December 31, 2020. Announcement, said this purchasing cooperation framework agreement signing is based on strategic cooperation relationship for a long time, will help the company to respond effectively to the market environment changes in a timely manner, to ensure that the company long-term stability of the supply chain, production capacity of 210 size pv cells and components for the company planning to the ground and market development provide strong guarantee, in accordance with the company's future development strategy planning.

Since November, Trina Solar has reached a number of orders and cooperation with various enterprises in the industry.On November 2nd, Trina Solar announced that according to the company's strategy and business development needs, the company signed a monocrystalline silicon wafer long order purchase contract with Wuxi Shangji CNC Co., Ltd. and its wholly-owned subsidiary Hongyuan New Materials (Baotou) Co., Ltd. The object of this contract is monocrystalline silicon wafers. It is expected that the company will purchase no less than 4GW monocrystalline silicon wafers from the contract party every year from 2021 to 2025, corresponding to 400 million monocrystalline silicon wafers of 210 size.A total of 20GW in 5 years corresponds to 2 billion pieces of 210-size monocrystalline silicon wafers (wafer size can be adjusted according to demand, but the total purchase volume remains unchanged). On November 16th, Amadun issued a notice on the signing of a major sales contract for daily operation.On November 15th, the company signed the sales contract of photovoltaic coated glass with trina solar energy co., LTD and related enterprises. The total contract sales volume is 85 million square meters. The two parties negotiate the price on a monthly basis. The company makes an estimated calculation based on the average market price of various specifications of glass from January to November in 2020, and it is estimated that the total contract amount is about 2.1 billion yuan (tax included).A public announcement on November 17, trina solar, announced and tong wei long single procurement cooperation framework agreement "silicon material strategic cooperation framework agreement, the company is during January 2021 to December 2023 to tong wei co., LTD., subsidiary company purchase total of about 72000 tons of polysilicon products, product prices are subject to, the contract deals with finally clinch a deal amount shall prevail. Announced on the same day, trina solar and tong wei co., LTD., subordinate sichuan wing cheung co., LTD., tong wei solar co., LTD. Signed the "joint venture", will launch the project company and mutual investment project, annual output of 40000 tons of high purity silicon, with annual capacity of 15 gigawatts (gw) pull rods projects, the annual output of 15 gw slice, capacity of 15 gigawatts (gw) and high efficiency crystalline silicon project, and the company a year to the cooperative project company procurement efficient cooperation agreement to crystal silicon and other related matters.

Since this year, photovoltaic silicon materials and glass take turns to rise in price, in the downstream of the industry component enterprises under great pressure, have towards the vertical integration of development. Trina Solar has been making a lot of moves recently and has made some layout in each link, which is to better cope with the market changes and ensure the long-term stability of the company's supply chain.



返回
列表
上一条

光伏发电技术㳀谈:如何计算家庭户用光伏电站收益

下一条

中小型工商业屋顶光伏电站建设全攻略