来源:北极星太阳能光伏网 | 2023-01-09 09:30:40 |
(资料图片)
1月6日,协鑫集成发布公告称,公司控股子公司合肥协鑫集成新能源科技有限公司(“合肥集成”)拟与江苏苏能光伏科技发展有限公司(“苏能光伏”)签署《合资协议》,双方共同投资成立合资销售平台公司(“合资公司”,具体公司名称待定,以工商核准登记为准),注册资本人民币5000万元,双方均以现金出资,其中合肥集成认缴出资人民币2550万元,持有51%股份;苏能光伏认缴出资人民币2450万元,持有49%股份。合资公司将纳入公司合并报表范围内。
光伏行业正在进入新一轮的迭代周期,垂直一体化成为提升竞争能力和盈利能力的重要途径。公司控股子公司合肥集成与苏能光伏共同投资设立合资销售平台公司,通过“协鑫系”产业协同,集合上游颗粒硅技术优势、中游电池片及组件制造优势、协鑫品牌优势及渠道优势,打造一条完整的低碳产业链,进一步提升公司供应链的安全与稳定,提高公司低碳组件在海外的溢价能力及市场占有率。
公司与协鑫科技已共同研发出基于FBR颗粒硅的高效大尺寸组件,目前公司已将该类低碳组件销往欧美市场,获得1-2分/W的绿色溢价,凸显强大竞争力。公司182及210大尺寸高效组件已于今年获得法国碳足迹认证证书,碳足迹平均值为400至450千克二氧化碳/千瓦,较业内公司同型号产品碳排放平均值低约10%至20%,具有显著的低碳优势。利用协鑫科技颗粒硅碳足迹优势及公司高效碳足迹组件技术优势,差异化面向市场推出颗粒硅低碳组件产品,形成终端产品竞争优势。公司与协鑫科技未来将进一步加强在光伏电池片、组件等领域的技术合作,持续推出高效差异化的低碳组件,提升公司产品竞争力及盈利能力。
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