每(mei)經AI快(kuai)訊，雙(shuang)(shuang)(shuang)(shuang)良(liang)(liang)節(jie)(jie)能(neng)(neng)(neng)(neng)（SH 600481，收盤價：16.14元）9月29日晚間(jian)發布公(gong)(gong)(gong)(gong)告稱(cheng)，雙(shuang)(shuang)(shuang)(shuang)良(liang)(liang)節(jie)(jie)能(neng)(neng)(neng)(neng)系(xi)統股(gu)份(fen)有(you)(you)(you)(you)限公(gong)(gong)(gong)(gong)司(si)(si)(si)(si)(si)(si)的(de)(de)(de)全資子公(gong)(gong)(gong)(gong)司(si)(si)(si)(si)(si)(si)雙(shuang)(shuang)(shuang)(shuang)良(liang)(liang)硅(gui)材(cai)料(liao)（包頭）有(you)(you)(you)(you)限公(gong)(gong)(gong)(gong)司(si)(si)(si)(si)(si)(si)與新(xin)特能(neng)(neng)(neng)(neng)源股(gu)份(fen)有(you)(you)(you)(you)限公(gong)(gong)(gong)(gong)司(si)(si)(si)(si)(si)(si)、新(xin)疆新(xin)特晶(jing)體(ti)硅(gui)高科技有(you)(you)(you)(you)限公(gong)(gong)(gong)(gong)司(si)(si)(si)(si)(si)(si)、內蒙(meng)古新(xin)特硅(gui)材(cai)料(liao)有(you)(you)(you)(you)限公(gong)(gong)(gong)(gong)司(si)(si)(si)(si)(si)(si)、新(xin)特硅(gui)基(ji)新(xin)材(cai)料(liao)有(you)(you)(you)(you)限公(gong)(gong)(gong)(gong)司(si)(si)(si)(si)(si)(si)簽訂(ding)了(le)《多(duo)(duo)(duo)(duo)晶(jing)硅(gui)戰略合(he)作買賣(mai)協議書》，合(he)同(tong)約(yue)定(ding)(ding)2023年(nian)(nian)至(zhi)2030年(nian)(nian)買方(fang)預(yu)計向賣(mai)方(fang)采(cai)(cai)(cai)購(gou)(gou)(gou)(gou)多(duo)(duo)(duo)(duo)晶(jing)硅(gui)料(liao)共15萬(wan)噸(dun)，按照(zhao)PVInfoLink最(zui)(zui)新(xin)公(gong)(gong)(gong)(gong)布的(de)(de)(de)多(duo)(duo)(duo)(duo)晶(jing)硅(gui)致(zhi)密(mi)料(liao)均價30.30萬(wan)元/噸(dun)（含稅(shui)）測算，預(yu)計采(cai)(cai)(cai)購(gou)(gou)(gou)(gou)金(jin)額(e)約(yue)為(wei)454.50億元。本(ben)協議約(yue)定(ding)(ding)2023年(nian)(nian)至(zhi)2030年(nian)(nian)買方(fang)預(yu)計向賣(mai)方(fang)采(cai)(cai)(cai)購(gou)(gou)(gou)(gou)多(duo)(duo)(duo)(duo)晶(jing)硅(gui)料(liao)15萬(wan)噸(dun)雙(shuang)(shuang)(shuang)(shuang)良(liang)(liang)節(jie)(jie)能(neng)(neng)(neng)(neng)將于2023年(nian)(nian)度(du)方(fang)才開(kai)始實際(ji)(ji)(ji)采(cai)(cai)(cai)購(gou)(gou)(gou)(gou)多(duo)(duo)(duo)(duo)晶(jing)硅(gui)料(liao)，采(cai)(cai)(cai)購(gou)(gou)(gou)(gou)期間(jian)跨度(du)為(wei)8年(nian)(nian)，在(zai)(zai)此期間(jian)光伏行業(ye)(ye)(ye)整體(ti)情況及多(duo)(duo)(duo)(duo)晶(jing)硅(gui)料(liao)市場(chang)價格可能(neng)(neng)(neng)(neng)存在(zai)(zai)大(da)幅度(du)波動，故公(gong)(gong)(gong)(gong)司(si)(si)(si)(si)(si)(si)最(zui)(zui)終實際(ji)(ji)(ji)的(de)(de)(de)采(cai)(cai)(cai)購(gou)(gou)(gou)(gou)金(jin)額(e)可能(neng)(neng)(neng)(neng)與目(mu)前的(de)(de)(de)預(yu)計存在(zai)(zai)較大(da)差異(yi)，未來各期的(de)(de)(de)實際(ji)(ji)(ji)采(cai)(cai)(cai)購(gou)(gou)(gou)(gou)金(jin)額(e)以及對(dui)未來各期營業(ye)(ye)(ye)成(cheng)(cheng)本(ben)的(de)(de)(de)影(ying)(ying)響存在(zai)(zai)較大(da)的(de)(de)(de)不確定(ding)(ding)性(xing)。本(ben)協議為(wei)長(chang)單(dan)采(cai)(cai)(cai)購(gou)(gou)(gou)(gou)合(he)同(tong)，合(he)同(tong)雙(shuang)(shuang)(shuang)(shuang)方(fang)約(yue)定(ding)(ding)了(le)2023年(nian)(nian)至(zhi)2030年(nian)(nian)期間(jian)的(de)(de)(de)采(cai)(cai)(cai)購(gou)(gou)(gou)(gou)數量(liang)，具體(ti)采(cai)(cai)(cai)購(gou)(gou)(gou)(gou)價格采(cai)(cai)(cai)取月度(du)議價方(fang)式。按照(zhao)PV InfoLink最(zui)(zui)新(xin)（2022年(nian)(nian)9月28日）公(gong)(gong)(gong)(gong)布的(de)(de)(de)多(duo)(duo)(duo)(duo)晶(jing)硅(gui)致(zhi)密(mi)料(liao)均價30.30萬(wan)元/噸(dun)（含稅(shui)）測算，2、公(gong)(gong)(gong)(gong)司(si)(si)(si)(si)(si)(si)于2021年(nian)(nian)開(kai)始布局大(da)尺寸單(dan)晶(jing)硅(gui)片業(ye)(ye)(ye)務(wu)，隨著項目(mu)建設推進順利雙(shuang)(shuang)(shuang)(shuang)良(liang)(liang)節(jie)(jie)能(neng)(neng)(neng)(neng)在(zai)(zai)2022年(nian)(nian)底將具備40GW+產(chan)能(neng)(neng)(neng)(neng)的(de)(de)(de)投產(chan)條件，在(zai)(zai)手訂(ding)單(dan)充足。為(wei)確保(bao)公(gong)(gong)(gong)(gong)司(si)(si)(si)(si)(si)(si)已簽大(da)尺寸單(dan)晶(jing)硅(gui)片銷(xiao)售(shou)長(chang)單(dan)在(zai)(zai)未來如(ru)期交付雙(shuang)(shuang)(shuang)(shuang)良(liang)(liang)節(jie)(jie)能(neng)(neng)(neng)(neng)簽訂(ding)了(le)本(ben)次采(cai)(cai)(cai)購(gou)(gou)(gou)(gou)合(he)同(tong)。本(ben)次長(chang)單(dan)采(cai)(cai)(cai)購(gou)(gou)(gou)(gou)合(he)同(tong)中約(yue)定(ding)(ding)的(de)(de)(de)采(cai)(cai)(cai)購(gou)(gou)(gou)(gou)量(liang)及占公(gong)(gong)(gong)(gong)司(si)(si)(si)(si)(si)(si)多(duo)(duo)(duo)(duo)晶(jing)硅(gui)料(liao)采(cai)(cai)(cai)購(gou)(gou)(gou)(gou)總量(liang)的(de)(de)(de)比例(li)合(he)理(li)。本(ben)次合(he)同(tong)的(de)(de)(de)簽訂(ding)對(dui)公(gong)(gong)(gong)(gong)司(si)(si)(si)(si)(si)(si)2022年(nian)(nian)度(du)經營業(ye)(ye)(ye)績沒有(you)(you)(you)(you)直接(jie)影(ying)(ying)響，本(ben)合(he)同(tong)的(de)(de)(de)實施將增加公(gong)(gong)(gong)(gong)司(si)(si)(si)(si)(si)(si)未來的(de)(de)(de)營業(ye)(ye)(ye)成(cheng)(cheng)本(ben)，但有(you)(you)(you)(you)利于提(ti)前保(bao)障公(gong)(gong)(gong)(gong)司(si)(si)(si)(si)(si)(si)原材(cai)料(liao)的(de)(de)(de)穩定(ding)(ding)供應，保(bao)障公(gong)(gong)(gong)(gong)司(si)(si)(si)(si)(si)(si)硅(gui)片產(chan)能(neng)(neng)(neng)(neng)及銷(xiao)售(shou)計劃的(de)(de)(de)實現。合(he)同(tong)的(de)(de)(de)履行對(dui)公(gong)(gong)(gong)(gong)司(si)(si)(si)(si)(si)(si)業(ye)(ye)(ye)務(wu)獨立(li)性(xing)不構成(cheng)(cheng)影(ying)(ying)響雙(shuang)(shuang)(shuang)(shuang)良(liang)(liang)節(jie)(jie)能(neng)(neng)(neng)(neng)主要業(ye)(ye)(ye)務(wu)不會因合(he)同(tong)的(de)(de)(de)履行而與合(he)同(tong)對(dui)方(fang)形成(cheng)(cheng)依賴。

2022年1至6月份(fen)，雙良節(jie)(jie)能(neng)的營業收入構成為：光伏新(xin)能(neng)源占(zhan)(zhan)比71.23%，節(jie)(jie)能(neng)節(jie)(jie)水(shui)占(zhan)(zhan)比33.18%，分部間抵(di)銷占(zhan)(zhan)比-4.42%。

雙良節能的董(dong)事長(chang)是(shi)繆(mou)文彬，男(nan)，44歲，學(xue)歷背景為碩士(shi)；總經理(li)是(shi)劉正宇，男(nan)，50歲，學(xue)歷背景為本科(ke)。

截至發稿，雙良節能市值為302億元。

道達號（daoda1997）“個股趨勢”提醒：
1. 雙良節能近30日內北向資金持股量減少100.0股，占流通股比例減少0.00%；
2. 近30日內無機構對雙良節能進行調研。
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每經頭條(tiao)（nbdtoutiao）——

(記者 蔡鼎)

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