Signed a 14 billion sales contract with Aikang Technology for nearly 800,000 tons in hand orders

21st Century Economic Herald reporter Cao Enhui Shanghai report

On September 23, Aikang Technology (002610.SZ) issued an announcement that Suzhou Zhongkang Electric Power Development Co., Ltd. (hereinafter referred to as Suzhou Zhongkang Electric) recently and Jiangsu Zhongneng Silicon Industry Technology Development Co., Ltd. (hereinafter referred to as Jiangsu Zhongneng) Signed a silicon material purchase and sales cooperation agreement.

The announcement shows that from 2022 to 2027, Suzhou Zhongkang Power is expected to purchase a total of 45,800 tons of silicon material from Jiangsu Zhong. Based on the current market price calculation (based on Pvinfolink's latest average price of silicon material), the total purchase volume from 2022 to 2027 is 14.082 billion yuan (including tax).

The 21st Century Business Herald reporter learned from people familiar with the matter that the procurement contract signed by the two parties includes stick silicon and granular silicon. This also means that Aikang Technology will also become users of GCL Technology Granules.

In recent years, Aikang Technology, who has been the leader of the bracket, has embarked on the road of photovoltaic manufacturing again, and has laid out high -efficiency heterogeneous knots (HJT) technology. According to the company's current public information, it has deployed six major industrial bases including Huzhou, Ganzhou, Suzhou, Taizhou, Zhoushan, and Wuxi, and plans to achieve heterogeneous battery production capacity of more than 40GW during the "14th Five -Year Plan" period.

This indicates that the demand for high -quality silicon materials will continue to increase.

In fact, for silicon material manufacturers, in the face of the upcoming wave of N -type technology change, ensuring that the quality of silicon materials and output expansion have become an important prerequisite for market share.

Taking GCL Technology as an example, whether the FBR granules can be included in the N type have become one of the focus of investors' attention. It is reported that the FBR granular Silk N materials currently produced by GCL Technology have been verified by small batches. In July of this year, Ningxia GCL -Piece 5GW granular Silicon N -type single crystal demonstration project has officially started construction.

根据21世纪经济报道记者不完全统计，自2021年以来，协鑫科技已经累计获得在手硅料订单近80万吨，销售对象包括隆基绿能、TCL中环、晶澳科技、上机数控、双Good energy saving and so on.

Up to now, GCL Technology has planned and constructed four granular silicon production and development bases in Xuzhou, Leshan, Inner Mongolia, and Hohhot, Jiangsu, Sichuan Leshan, Inner Mongolia, and Hohhot, respectively. The planned and silicon production capacity under construction has reached 600,000 tons. Among them, Xuzhou's 60,000 tons of Silicon Silicon Silicon has been put into operation. It is expected that GCL -granant silicon capacity will reach 260,000 tons at the end of this year.

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