阳光能源(00757.HK)新增年产3.6吉瓦单晶硅棒及单晶硅片产能
格隆汇8月28日丨阳光能源(00757.HK)公告,公司子公司前于中国云南省曲靖市所建设的第一期年产600兆瓦单晶硅棒及硅片低高效产能,现已完成调试并陆续投入量产。鉴于光伏产业中单晶产品市场需求持续提高,公司拟与数个第三方合作伙伴共同出资,将于当地再进一步扩充年产3.6吉瓦单晶硅棒及硅片产能,且已再次取得到当地政府政策的大力支持,预计此产能将于2021年初投入生产,而云南曲靖年产能将达4.2吉瓦,集团总计单晶硅棒与硅片年产能将达5.4吉瓦。
公司是最早从事单晶硅棒和硅片生产制造的大厂一,并完成单晶产品垂直一体化整合,由于云南曲靖当地电费较目前辽宁锦州生产基地降低达50%以上,故藉由电费较低的外部生产环境与更高效的生产设备,预期可使得内部直接与间接的生产成皆大幅降低,进而可凸显公司单晶硅棒与硅片既有生产技术。
集团专注光伏产品中的单晶产品,拥有行业领先的单晶产品生产技术,于光伏产业中,除了未自行生产化工类的多晶硅原材料外,其业务形态覆盖全光伏产业链,可以充分发挥集团业务间协同效应。集团着重于上游利基产品单晶硅棒╱硅片与下游组件产品双轨并进投资策略,只保留小幅中游电池片制造能力,藉由透过显着的组件产能,不但可与更具规模与市场影响力的下游组件客户建立直接且稳定的供销关系,以紧贴终端市场脉搏,亦可将上游高端单晶硅棒与硅片产品带出,以实现集团垂直整合策略。
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