V viewing financial report ｜ A shares are now 100 billion contracts!Jingke Energy purchased 382,800 tons of polysilicon from Tongwei

Zhongxin Jingwei, September 9th. The crystal energy of the main camp, battery film, and silicon wafers issued an announcement on the 9th. Relevant subsidiaries related to Western shares purchased about 382,800 tons of polysilicon products, and the total amount of this contract was estimated to be about 103.356 billion yuan.

According to the content of the announcement, Jingke Energy and subsidiaries and subordinates of Tongwei shares reached an agreement on the purchase and sale of native polycrystalline silicon and signed the "Polysilicon Purchase Framework Agreement". According to the agreement, the company and related subsidiaries will purchase about 382,800 tons of polycrystalline silicon materials from the subsidiaries of Tongwei from September 2022 to December 2026. For example, the average domestic single -crystal tightly material was announced on August 31, 2022 of the China Nonferrous Metal Industry Association Silicon Industry Branch. It does not constitute a price commitment).

In terms of bargaining, the actual procurement price adopts a monthly bargaining method, which is subject to the monthly "Control Filter". When the contract was signed in effect, Jingke Energy and subsidiary Sichuan Jingke Energy Co., Ltd. signed the "Polycrystalline Silicon Purchase Framework Agreement" from 2020-20123, which was signed with Tongwei Co., Ltd. in the early stage.

It is worth noting that according to Tongwei Co., Ltd. in November 2020 on the signing of a major sales framework contract, Jingke Energy and Tongwei Co., Ltd. are in the market, and the product prices are accompanied by the market.

In terms of influence, Jingke Energy said that this contract is a daily business long single procurement contract. It is estimated that the total amount of this contract is about 103.356 billion yuan. Uncertainty.

Jingke Energy believes that the signing of this contract meets the company's future operating needs. The long single -section of the lock -ups, the monthly price, and the batch of purchases will be conducive to ensuring the company's long -term stable supply of polysilicon raw materials. The independence of performance has affected, and the company's main business will not depend on the transaction party due to the performance of this contract.

Tongwei also stated that the signing of this contract is conducive to the stable sales of polysilicon products in the company, which is in line with the company's future business plan, and has a positive impact on the company's operating performance.

In terms of risks, Tongwei mentioned that due to factors such as the global economic situation, trade disputes, and changes in the industry's stage of supply and demand, domestic polysilicon prices have fluctuated in recent years. Happening.

Public information shows that Jingke Energy is mainly engaged in the development, production and sales of solar photovoltaic components, batteries, silicon wafers, and the application and industrialization of photovoltaic technology; Solar batteries and other products.

In terms of secondary market, Jingke Energy closed up 1.25%on the 9th to 18.14 yuan/share, and the company's latest market value was reported at 181.4 billion yuan. On the same day, Tongwei shares closed 3.43%, reported at 54.56 yuan/share, and the latest market value was reported at 245.6 billion yuan. (Zhongxin Jingwei APP)

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