天合光能（688599.SH）今天晚間宣布，將與無錫上機數(shù)控股份有限公司（以下簡稱“上機數(shù)控”，603185.SH）及其全資子公司弘元新材料（包頭）有限公司(下稱“弘元新材”)簽訂單晶硅片長單采購合同。 這也是天合光能自科創(chuàng)板IPO以來最大的采購訂單。 數(shù)據(jù)顯示，此次合同橫跨2021年~2025年。每年，天合將向?qū)Ψ讲少彶簧儆?GW的單晶硅片，對應的210尺寸單晶硅片為20億片，總計20GW。這些產(chǎn)品將全部對應210尺寸的組件。按當前市場價格測算（基于 PV InfoLink 最新公布的單晶硅片均價折算），預計采購金額約為每年 20.48 億元（含稅），5 年總計 102.40億元（含稅）。雙方約定，實際采購價格采取月度議價方式，故最終實現(xiàn)的采購金額可能隨市場價格產(chǎn)生波動，實際以簽訂的月度補充協(xié)議為準。

    上機數(shù)控注冊資本2.3187億，所在地為無錫濱湖區(qū)，其最近一年的資產(chǎn)總額為27.63億，凈資產(chǎn)17.08億，營收8.06億，凈利潤1.85億。弘元新材料的住所在內(nèi)蒙古自治區(qū)包頭市青山區(qū)裝備制造產(chǎn)業(yè)園區(qū)，注冊資本7億元，經(jīng)營半導體材料、石墨材料、碳碳材料、單晶硅棒及硅片、半導體設(shè)備等。

    天合也表示，作為長單采購合同，公司在 2021 年底光伏組件產(chǎn)能規(guī)劃不低于 50GW，未來將繼續(xù)夯實基于大尺寸電池的先進組件產(chǎn)能規(guī)模優(yōu)勢。本次長單采購合同的簽訂將為公司 210 單晶硅片長期穩(wěn)定供應提供有力保障，符合公司未來發(fā)展戰(zhàn)略規(guī)劃。

    這已經(jīng)不是雙方的首次合作，今年1月，天合已經(jīng)向兩家企業(yè)訂購硅片，當時采購的單晶硅片預計是3.67億片，合同額為12.15億元（含稅），占上機數(shù)控2018年營收6.84億的157%。鎖定硅片原材料，已經(jīng)成為了組件、電池廠商的常規(guī)操作。早在2018年，通威股份就向中環(huán)股份拋出了約24.1億片的硅片采購合同。 今年，隆基股份稱，已與通威太陽能進行了約定，2020年1月1日至2022年12月31日期間，隆基股份向成都通威及其關(guān)聯(lián)方銷售單晶硅片數(shù)量合計為48億片(其中2020年、2021年、2022年合同數(shù)量分別為14億片、16億片、18億片)。此后因為需求原因，彼此又將2021年的合同數(shù)量變更為26億片。

   上機數(shù)控現(xiàn)有的下游客戶包括了天合光能。而在上游，企業(yè)也在積極協(xié)調(diào)多晶硅產(chǎn)品的供給。今年8月31日，其表示，下屬全資子公司弘元新材與江蘇中能硅業(yè)科技發(fā)展有限公司、新疆協(xié)鑫新能源材料科技有限公司就“多晶硅料”的采購簽訂合同，2020至2021年由弘元新材向?qū)Ψ讲少徳牧隙嗑Ч枇?.67萬噸（上下浮動不超過5%），按照當前市場價格（PVInfoLink最新公布的多晶硅致密料均價）測算，預計采購金額約為15.70億元（含稅）。上機數(shù)控表示，本合同為采購合同，合同的簽訂有利于保障公司原材料的穩(wěn)定供應。 也是在8月下旬，弘元新材與新疆大全新能源股份有限公司（下稱“大全新能源”）就“多晶硅料”的采購簽訂合同，具體為：合同采取月度議價方式進行，預計2020-2022年采購多晶硅2.16-3.20萬噸。參照PVInfoLink最新公布的價格估算，預計合同金額約為2020-2022年19.44-28.80億元（含稅），不含稅為17.20-25.49億元，占上機數(shù)控2019年營業(yè)成本4.92億元的350%-518%，屬于特別重大合同。

Trina Solar (688599.SH) announced this evening that it has entered into a contract for the purchase of monocrystalline silicon wafer length orders with Wuxi SMC CNC Co., Ltd. (hereinafter referred to as "SMC CNC", 603185.SH) and its wholly-owned subsidiary Hongyuan New Materials (Baotou) Co., Ltd. (hereinafter referred to as "Hongyuan New Materials"). It is also Trina's largest purchase order since its IPO on the Science and Technology Innovation Board.The contract covers the period from 2021 to 2025, the data show. Each year, TRW will purchase from the other party no less than 4GW of monocrystalline silicon wafers, corresponding to 210-size monocrystalline silicon wafers of 2 billion pieces, a total of 20GW. These products will all correspond to 210-size components.Based on the current market price (converted based on the average price of single crystal silicon wafers recently published by PV Infolink), the estimated purchase amount is about 2.048 billion yuan per year (including tax), and the total amount in 5 years is 10.24 billion yuan (including tax). Both parties agree that the actual purchase price shall be negotiated on a monthly basis, so the final purchase amount may fluctuate with the market price, and the actual monthly supplementary agreement signed shall prevail.

The registered capital of Shanghai CNC is 231.87 million, located in Binhu District of Wuxi. Its total assets in the recent year are 2.763 billion, net assets are 1.708 billion, revenue is 806 million, net profit is 185 million. Hongyuan New Materials is located in the Equipment Manufacturing Industrial Park, Qingshan District, Baotou City, Inner Mongolia Autonomous Region. With a registered capital of 700 million yuan, Hongyuan New Materials is engaged in semiconductor materials, graphite materials, carbon carbon materials, monocrystalline silicon rods and silicon wafers, semiconductor equipment, etc.

Trina also said that as a long-order purchase contract, the company plans to have a PV module production capacity of no less than 50GW by the end of 2021, and will continue to consolidate the capacity scale advantage of advanced modules based on large-size batteries in the future. The signing of this long order purchase contract will provide a strong guarantee for the company's long-term and stable supply of 210 monocrystalline silicon wafers, which is in line with the company's future development strategic planning.

This is not the first cooperation between the two companies, in January this year, TRW has ordered silicon wafers from the two companies, the purchase of monocrystalline silicon wafers is estimated to be 367 million pieces, the contract value of 1.215 billion yuan (including tax), accounting for 157% of the 2018 revenue of Shanghai CNC 684 million. Locking up silicon wafer raw materials has become a routine operation for manufacturers of components and batteries.As early as 2018, Tongwei Group sold a purchase contract of about 2.41 billion wafers to CMC. This year, Longji said that it has made an agreement with Tongwei Solar Energy that the total number of single-crystal silicon wafers sold by Longji to Chengdu Tongwei and its affiliated parties from January 1, 2020 to December 31, 2022 will be 4.8 billion pieces (among which, the contract number in 2020, 2021 and 2022 will be 1.4 billion pieces, 1.6 billion pieces and 1.8 billion pieces respectively).Since then, due to demand, the two sides have changed the number of contracts in 2021 to 2.6 billion.

Shanghai CNC's existing downstream customers include Trina Solar.In the upstream, enterprises are also actively coordinating the supply of polysilicon products. August 31 this year, it said, subordinate subsidiary hong yuan with jiangsu zhongneng silicon new material industry association, xin technology development co., LTD., xinjiang new energy materials technology co., LTD. Is the polysilicon material procurement contract, from 2020 to 2021 by the hong yuan new material purchasing raw materials to the other 16700 tons of polysilicon material (floating up and down not more than 5%), according to the current market price (PVInfoLink latest polysilicon average density material), is expected to purchase amount is about 1.57 billion yuan (including tax).Shanghai CNC said that this contract is a procurement contract, the signing of the contract is conducive to the company's stable supply of raw materials. Also in the late August, Hongyuan New Material signed a contract with Xinjiang Daxun Energy Co., Ltd. (hereinafter referred to as "Daxun Energy") on the purchase of "polysilicon material". Specifically, the contract will be carried out by monthly negotiation, and it is expected to purchase 21,600 to 32,000 tons of polysilicon in 2020-2022.According to the latest price estimation published by PVINFolink, it is expected that the contract amount is about RMB 19.44-2.88 billion (including tax) in 2020-2022, and RMB 1.720-2.549 billion (excluding tax), accounting for 350%-518% of the operating cost of 492 million yuan in 2019 in Shanghai CNC, which is a particularly significant contract.