履约率仅22%！南玻A与隆基绿能65亿合同到期终止

索比光伏网2025-08-06

8月1日晚间，南玻A(000012.SZ)发布重大合同进展公告，披露其与隆基绿能(601012.SH)2020年签订的五年期光伏玻璃销售协议最终履约金额仅为预估总额的22%，实际完成销售额14.41亿元(含税)，远低于合同约定的65亿元。五年大单“缩水”超七成，实际履约仅14.41亿根据公告，2020年7月31日，南玻A全资子公司吴江南玻、东莞南玻与隆基绿能旗下12家子公司签署光伏玻璃销售协议，...

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The 6.5 billion contract between CSG A and LONGi Green Energy expires and terminates","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"601012":1,"000012":1},"content_text":"8月1日晚间，南玻A(000012.SZ)发布重大合同进展公告，披露其与隆基绿能(601012.SH)2020年签订的五年期光伏玻璃销售协议最终履约金额仅为预估总额的22%，实际完成销售额14.41亿元(含税)，远低于合同约定的65亿元。五年大单“缩水”超七成，实际履约仅14.41亿根据公告，2020年7月31日，南玻A全资子公司吴江南玻、东莞南玻与隆基绿能旗下12家子公司签署光伏玻璃销售协议，约定2020年8月1日至2025年7月31日期间，向隆基绿能供应2.0mm超白浮法玻璃背板、3.2mm钢化镀膜玻璃等四类光伏玻璃产品，合同预估总金额65亿元(含税)。然而，截至合同到期日，实际销售金额合计14.41亿元，完成率不足22%。分产品看，3.2mm钢化镀膜玻璃和2.0mm半钢化镀膜玻璃为销售主力，金额分别为4.12亿元和4.82亿元，占总额的62%;2.0mm超白浮法玻璃背板和半钢化镀釉打孔玻璃销售额分别为1.47亿元和4亿元。南玻A表示，合同执行期间，公司已按约定履行供货义务，但受多重因素影响，隆基绿能实际采购量未达预期。行业波动与采购策略调整成主因对于合同履约率大幅低于预期的原因，南玻A归结为三方面：一是光伏玻璃价格波动导致合同金额缩水;二是行业供需格局变化下，隆基绿能调整内部采购策略，减少外购比例;三是市场不确定性增强，双方对履约节奏的动态协商。业内人士分析，2020年以来，光伏行业经历技术迭代与产能扩张周期。隆基绿能作为全球最大光伏组件制造商，为降低成本、保障供应链安全，可能通过自建玻璃产线或扩大与其他供应商合作，削弱了对单一供应商的依赖。同时，光伏玻璃价格自2021年高点回落后持续低位运行，也压缩了合同总金额的空间。南玻A称影响有限，强调风险防控尽管合同履约未达预期，南玻A在公告中强调，该事项不会对公司2024年经营业绩或财务状况产生重大不利影响，亦不存在损害股东利益的情形。公司表示，将进一步优化资源配置，加强重大项目执行的风险管控，提升供应链韧性。值得关注的是，南玻A近年来持续加码光伏玻璃业务。2023年，公司光伏玻璃销量同比增长27%，营收占比提升至34%。此次合同到期后，公司能否在行业低价竞争中巩固与头部客户的合作，或通过技术升级开拓新市场，将成为未来业绩增长的关键。行业启示：供应链协同需强化动态管理分析人士指出，在行业技术快速迭代、产能周期性波动的背景下，长周期大额订单需建立更灵活的价格调整机制和履约弹性空间，企业亦需通过多元化客户结构、垂直一体化布局降低单一合作风险。随着光伏平价时代到来，产业链利润分配或进一步向技术、成本优势企业集中，供应链协同效率将成为竞争胜负手。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"corporation","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.43.1","shortVersion":"4.43.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2557343268","isCrawlerRequest":true}