今天晚间，天合光能(688599.SH)、中环股份（002129.SZ）联合宣布，双方签订了明年的年度销售框架合同。彼此约定，中环将对后者销售210尺寸的光伏单晶硅片不少于12亿片，预估合同总额约65.52 亿元（含税，据当前市场价格测算，不构成价格或业绩承诺），占中环去年经审计主营业务收入的 34.76%。该合同，有助于G12的光伏产业链上下游企业协同发展，对中环和天合光能都有积极影响。这也是目前为止，全球组件厂商基于210产品的上游硅片最大采购单。据了解，双方合作的定价机制为：以卖方交付买方要求的规格产品正式报价为基础，卖方需确保在符合双方 产品技术要求的情况下，优先考虑给予买方最惠待遇。就在几天前，天合光能与通威股份联手表示，双方投资从高纯晶硅到拉棒、切片、电池等上下游一体化的企业，多家合资企业的总投资额高达150亿。2020年11月15日，亚玛顿也宣布，与天合光能及其子公司等签署光伏镀膜玻璃的销售合同。按照2020年前11月的玻璃均价预估，合同额约21亿元（含税），占亚玛顿2019年度经审计营业收入约177.31%。
      11月初，上机数控也公布道，该公司及下属全资子公司弘元新材料(包头)有限公司与天合光能就“单晶硅片”的销售签订单晶硅片合同，预计2021-2025年每年销售不少于4GW单晶硅片，对应210尺寸的单晶硅片4亿片，5年总计20GW，对应210尺寸的单晶硅片20亿片。而此次中环股份与天合光能彼此签下了总额高达60多亿的单晶硅片数额，再度有力保障了双方在大硅片、大组件领域的业务高速旋进。
       其中，天合光能未来在210至尊组件方面的产出，目前来看已获得了上中游供应端及供求严重失衡的玻璃企业等极大支持，也代表了天合光能对于下游电站厂商准时交付的高度负责态度。上述大规模、大额度的合同签订，也符合中环和天合的发展战略和经营计划，将加速释放 G12 硅片和组件的市场规模抢占，助力 LCOE（度电成本）的持续降低、BOS成本的优化，为实现光伏行业的全面平价上网奠定了坚实的产品和成本基础。对于中环股份而言，现阶段，该企业也在按计划推进内蒙古地区中环光伏五期扩产项目。该项目提供G12大硅片产品，完成后的全部晶体产能将优化至85GW。五期项目总投资92亿元，已于2019年末开始陆续投产。天合光能、东方日升及东方环晟等都在进行大硅片下游的组件产品研发、生产及业务拓展。天合的订单派向，也证实了彼此对210路线在实践上的高度统一。在天津地区，中环股份也在实施钻石线切割超薄硅片智慧工厂项目，通过智慧化工厂设计及制造、组织、管理模式优化将项目产能提升至25GW，同时推动内蒙地区光伏切片产能的改造。
2019年，中环股份推出了G12 单晶硅片平台技术，提供了一个未来光伏发电成本可持续下降的平台，坚持 “More Efficiency（更高的转换效率） 、More Efficiency（更高的生产制造效率）、More Smart（工业 4.0 客制化产线、柔性制造）”的持续变革，产业技术及产品的变革将由此大踏步演进。另一方面，中环高度尊重知识产权，通过在现有叠瓦技术知识产权授权的基础上，持续拓展叠瓦技术的专利、Know-How 和新一代叠瓦产品，叠瓦产品已从第一代发展到第五代并将在近期推出新一代产品，其坚持科技推动产业升级，产业升级奠定新一代科技的发展，该公司也相信，“G12 单晶硅片+叠瓦组件+智能与柔性制造”开发的 G12 叠瓦组件将是未来最具竞争力的产品之一。

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.