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中山市
热点栏目自选股数据中心行情中心资金流向模拟交易客户端

  每经记者陈鹏丽    每经编辑张益铭    

  去年年初,“硅料四巨头”之一的大全能源(688303.SH,股价18.99元,市值407.37亿元)一项与供应商之间的“天价”诉讼案引起市场高度关注,当时,原告方要求大全能源赔偿19.59亿元。

  这项诉讼案历时一年多后,现在又增新“转折”。4月16日晚间,大全能源公告称,公司近日收到新疆生产建设兵团第八师中级人民法院传达的传票及《起诉状》。公司供应商新疆贤安新材料有限公司(以下简称贤安新材,亦称原告一)、新疆登博新能源有限公司(以下简称登博新能源,亦称原告二)再申请了变更其诉讼请求,向法院要求判令解除贤安新材与大全能源于2022年1月签署的《业务合作协议》,并判令大全能源向登博新能源支付利润损失5.41亿元等,多项诉讼请求合计金额共7.43亿元。

  《每日经济新闻》记者注意到,对于与供应商之间的该项诉讼纠纷,大全能源方面则一直坚称“对原告的诉讼主张不予认可”。由于本次诉讼案件已发回重审且原告变更诉讼请求后尚未开庭审理,对大全能源当期及未来损益的最终实际影响尚未能确定。

  《每日经济新闻》记者获悉,本次诉讼是公司与供应商之间就合同履行及标的产品质量等问题产生的诉讼纠纷。

  据悉,原告一与原告二是关联企业,均为大全能源提供方硅芯加工服务,由大全能源提供多晶硅料,原告一负责硅棒拉晶,原告二负责硅芯切割。

  本次合同纠纷源于2022年。当年1月,大全能源与原告一签署一份《业务合作协议》,约定采用委外加工的模式将硅料交由原告一及其关联方进行硅芯加工。同时约定在确保符合大全能源的质量指标要求的前提下,当原告一的实缴注册资本达到人民币3349万元及以上时,大全能源及其关联公司对原告一及其关联公司负有独家采购义务。2022年7月,大全能源与原告二签署了《年度合同》。

  但《年度合同》有效期(2023年4月30日)届满后,大全能源未与原告二续签新合同,且未再向原告二下达采购订单。原告方诉称,有理由认为大全能源及其关联方已自行转向与其他供应商合作,这构成对《业务合作协议》的根本性违约,故向法院提起诉讼,要求大全能源赔偿其经济损失共计3.88亿元等诉讼请求。

  2023年9月,原告向法院申请变更诉讼请求,将赔偿金额由3.88亿元增加至19.59亿元。2024年1月,大全能源正式进入与两家供应商合同纠纷的应诉程序;去年5月,原告方又变更并撤回部分诉讼请求,涉案金额调整至18.48亿元。

  去年7月,案件一审结果出炉,法院判决大全能源赔偿原告一合计315.81万元,并驳回原告其他诉讼请求,两名原告不服判决继续上诉。今年3月,新疆维吾尔自治区高级人民法院生产建设兵团分院裁定,案件发回重审。

  近日,原告方再一次变更诉讼请求,请求判令解除贤安新材与大全能源签署的《业务合作协议》;判令大全能源向登博新能源支付因被告违反《业务合作协议》造成的利润损失5.41亿元;判令大全能源向两位第三人支付收购贤安新材全部股权的股权转让价款合计1.9亿元等。公告显示,原告5项诉讼请求合计金额暂为7.43亿元。

  截至目前,上述案件发回重审,一审待开庭。大全能源称,该案件预计不会对公司日常生产经营产生不利影响。“公司始终重视依法合规经营,对原告的诉讼主张不予认可,并将依法主张自身合法权益,采取相关法律措施,切实维护公司名誉和股东利益。”

  公开资料显示,大全能源是国内硅料四大巨头之一。2022年,大全能源曾凭借硅料价格高涨,净赚191亿元。

  但随后硅料行业陷入寒冬,大全能源的业绩表现也开始“大变脸”。根据大全能源今年2月底发布的2024年度业绩快报,由于国内多晶硅产业去年仍面临供需失衡的困境,产品价格甚至跌破企业现金成本,公司业绩较2023年同期显著下降。经初步核算,2024年度公司实现营业收入74.11亿元,同比减少54.62%;归母净利润-27.18亿元,同比由盈转亏。

  与此同时,《每日经济新闻》记者还注意到,2024年以来,大全能源现多名高管、核心技术人员辞职。去年10月底,公司董事、总经理、核心技术人员王西玉因工作岗位调整辞去公司董事、总经理及专门委员会委员职务。今年1月初,王西玉又因个人原因申请辞去公司所任职务,不再担任公司任何职务。

  今年3月,公司核心技术人员马晓亮因劳动合同到期离职,因个人原因不再与公司续签劳动合同。

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