今天晚間，天合光能(688599.SH)、中環(huán)股份（002129.SZ）聯(lián)合宣布，雙方簽訂了明年的年度銷售框架合同。彼此約定，中環(huán)將對后者銷售210尺寸的光伏單晶硅片不少于12億片，預估合同總額約65.52 億元（含稅，據(jù)當前市場價格測算，不構成價格或業(yè)績承諾），占中環(huán)去年經(jīng)審計主營業(yè)務收入的 34.76%。該合同，有助于G12的光伏產(chǎn)業(yè)鏈上下游企業(yè)協(xié)同發(fā)展，對中環(huán)和天合光能都有積極影響。這也是目前為止，全球組件廠商基于210產(chǎn)品的上游硅片最大采購單。據(jù)了解，雙方合作的定價機制為：以賣方交付買方要求的規(guī)格產(chǎn)品正式報價為基礎，賣方需確保在符合雙方 產(chǎn)品技術要求的情況下，優(yōu)先考慮給予買方最惠待遇。就在幾天前，天合光能與通威股份聯(lián)手表示，雙方投資從高純晶硅到拉棒、切片、電池等上下游一體化的企業(yè)，多家合資企業(yè)的總投資額高達150億。2020年11月15日，亞瑪頓也宣布，與天合光能及其子公司等簽署光伏鍍膜玻璃的銷售合同。按照2020年前11月的玻璃均價預估，合同額約21億元（含稅），占亞瑪頓2019年度經(jīng)審計營業(yè)收入約177.31%。
      11月初，上機數(shù)控也公布道，該公司及下屬全資子公司弘元新材料(包頭)有限公司與天合光能就“單晶硅片”的銷售簽訂單晶硅片合同，預計2021-2025年每年銷售不少于4GW單晶硅片，對應210尺寸的單晶硅片4億片，5年總計20GW，對應210尺寸的單晶硅片20億片。而此次中環(huán)股份與天合光能彼此簽下了總額高達60多億的單晶硅片數(shù)額，再度有力保障了雙方在大硅片、大組件領域的業(yè)務高速旋進。
       其中，天合光能未來在210至尊組件方面的產(chǎn)出，目前來看已獲得了上中游供應端及供求嚴重失衡的玻璃企業(yè)等極大支持，也代表了天合光能對于下游電站廠商準時交付的高度負責態(tài)度。上述大規(guī)模、大額度的合同簽訂，也符合中環(huán)和天合的發(fā)展戰(zhàn)略和經(jīng)營計劃，將加速釋放 G12 硅片和組件的市場規(guī)模搶占，助力 LCOE（度電成本）的持續(xù)降低、BOS成本的優(yōu)化，為實現(xiàn)光伏行業(yè)的全面平價上網(wǎng)奠定了堅實的產(chǎn)品和成本基礎。對于中環(huán)股份而言，現(xiàn)階段，該企業(yè)也在按計劃推進內(nèi)蒙古地區(qū)中環(huán)光伏五期擴產(chǎn)項目。該項目提供G12大硅片產(chǎn)品，完成后的全部晶體產(chǎn)能將優(yōu)化至85GW。五期項目總投資92億元，已于2019年末開始陸續(xù)投產(chǎn)。天合光能、東方日升及東方環(huán)晟等都在進行大硅片下游的組件產(chǎn)品研發(fā)、生產(chǎn)及業(yè)務拓展。天合的訂單派向，也證實了彼此對210路線在實踐上的高度統(tǒng)一。在天津地區(qū)，中環(huán)股份也在實施鉆石線切割超薄硅片智慧工廠項目，通過智慧化工廠設計及制造、組織、管理模式優(yōu)化將項目產(chǎn)能提升至25GW，同時推動內(nèi)蒙地區(qū)光伏切片產(chǎn)能的改造。
2019年，中環(huán)股份推出了G12 單晶硅片平臺技術，提供了一個未來光伏發(fā)電成本可持續(xù)下降的平臺，堅持 “More Efficiency（更高的轉(zhuǎn)換效率） 、More Efficiency（更高的生產(chǎn)制造效率）、More Smart（工業(yè) 4.0 客制化產(chǎn)線、柔性制造）”的持續(xù)變革，產(chǎn)業(yè)技術及產(chǎn)品的變革將由此大踏步演進。另一方面，中環(huán)高度尊重知識產(chǎn)權，通過在現(xiàn)有疊瓦技術知識產(chǎn)權授權的基礎上，持續(xù)拓展疊瓦技術的專利、Know-How 和新一代疊瓦產(chǎn)品，疊瓦產(chǎn)品已從第一代發(fā)展到第五代并將在近期推出新一代產(chǎn)品，其堅持科技推動產(chǎn)業(yè)升級，產(chǎn)業(yè)升級奠定新一代科技的發(fā)展，該公司也相信，“G12 單晶硅片+疊瓦組件+智能與柔性制造”開發(fā)的 G12 疊瓦組件將是未來最具競爭力的產(chǎn)品之一。

Trina Solar (688599.SH) and CMC Holdings (002129.SZ) jointly announced this evening that they have signed an annual sales framework contract for next year.It is agreed that CMC will sell no less than 1.2 billion PV monocratic silicon wafers of 210 size to the latter, and the estimated total contract amount is about 6.552 billion yuan (including tax, which does not constitute price or performance commitment according to the current market price), accounting for 34.76% of CMC's audited main business income last year.The contract is conducive to the coordinated development of upstream and downstream companies in the G12 photovoltaic industry chain, and has a positive impact on both CMC and Trina Solar. This is by far the largest upstream wafer purchase by a global component manufacturer based on 210 products.

It is understood that the pricing mechanism of the cooperation between the two parties is: on the basis of the seller delivering the formal offer of the specifications of the products required by the buyer, the seller shall ensure that the buyer will be given the most favorable treatment in the case of meeting the technical requirements of the products of both parties.

Just a few days ago, Trina and Tongway jointly said they would invest up to $15 billion in a number of joint ventures, ranging from high-purity silicon to pull rods, chips and batteries.

On November 15, 2020, Amadun also announced that it signed a sales contract for photovoltaic coated glass with Trina Solar and its subsidiaries.According to the estimated average price of glass in the first November of 2020, the contract amount is about 2.1 billion yuan (including tax), accounting for about 177.31% of the audited operating income of Yamadun in 2019.

Also been announced in early November, computer numerical control, the company is a wholly owned subsidiary and affiliated hong yuan (baotou) co., LTD., new materials and trina solar monocrystalline silicon slice "sales monocrystalline silicon slice of contracts, is expected to 2021-2025 annual sales of not less than 4 gw monocrystalline silicon slice, corresponding to the 210 size of monocrystalline silicon chip 400 million, five years a total of 20 gw, monocrystalline silicon 2 billion pills for the size of 210.

And this time, zhonghu shares and trina light each other signed a total amount of up to more than 6 billion yuan of monocrystalline silicon wafer amount, once again a strong guarantee for both sides in the field of large silicon wafer, large components of the business high-speed spin forward.

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(Above is the press conference of CMC Group at the SNEC exhibition site)

Among them, the future output of 210 supreme components of Trina Solar has been greatly supported by the upper and middle reaches of the supply end and the glass enterprises with serious imbalance between supply and demand. It also represents the highly responsible attitude of Trina Solar towards the timely delivery of downstream power plant manufacturers.

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(Pictured above is the production base of Trina Solar 210 components)

The large-scale, large amount of the contract signing, also conforms to the central and trina's development strategy and business plan, will accelerate the release of a G12 wafers and components of the size of the market, power LCOE (KWH) cost decreasing, BOS cost optimization, to achieve the comprehensive parity of the photovoltaic industry laid a solid products and the cost base on the Internet.

For zhonghuan shares, at this stage, the enterprise is also scheduled to promote the Inner Mongolia region zhonghuan photovoltaic five phase expansion project. The project will provide G12 wafer products, and the total crystal capacity will be optimized to 85GW upon completion.The five-phase project, with a total investment of 9.2 billion yuan, has been put into production since the end of 2019. Trina Solar, Oriental Nisheng and Oriental Huan Sheng are all developing, producing and expanding the downstream components of large silicon wafers.Trina's order sent to, also confirmed each other to 210 line in the practice of a high degree of unity.

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In Tianjin, CMC is also implementing the ultra-thin diamond wire-cut silicon wafer smart plant project. Through the design and manufacturing, organization and management mode optimization of the smart chemical plant, the production capacity of the project will be increased to 25GW, and meanwhile, the transformation of photovoltaic chip production capacity in Inner Mongolia will be promoted.

In 2019, the central co launched a G12 monocrystalline silicon chip technology platform, provides a future sustainable drop in photovoltaic power generation costs of platform, adhere to the "More Efficiency, higher conversion Efficiency), More Efficiency, higher production Efficiency, More Smart (4.0 customized industrial production line, flexible manufacturing)" continuous change, industrial technology and product change will thus strides development.

Central, highly respect intellectual property rights, on the other hand, through the existing imbricate technology on the basis of intellectual property licensing, continue to expand the imbricate technology patent, Know - How and a new generation of products imbricate, imbricate products have been developed from the first generation to the fifth generation and will launch a new generation of products in the near future, the adhere to the science and technology to promote industrial upgrading, industrial upgrading to lay a new generation of the development of science and technology, the company also believes that "a G12 monocrystalline silicon chip + imbricate components + smart and flexible manufacturing" developed a G12 imbricate component will be one of the most competitive products in the future.