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通威股份(600438.SH)稱:目前多晶硅、太陽能電池及組件基本處於滿產滿銷且下游需求較旺盛
格隆匯 02-12 20:41

格隆匯2月12日丨通威股份(600438.SH)公佈,公司於2020年2月12日在指定媒體披露了《通威股份有限公司高純晶硅和太陽能電池業務2020-2023年發展規劃》和《通威股份有限公司關於投資建設年產30GW高效太陽能電池及配套項目的公告》,現進一步補充説明,其中涉及關於本次發展規劃及項目實施的可行性分析,具體如下:

光伏發電作為清潔能源的代表之一逐漸成為替代傳統化石能源的主要方式。一方面,傳統化石能源不可再生,且已探明儲存量難以支持人類社會的可持續發展;另一方面,新能源具有清潔、可再生等特性,是未來經濟社會發展的重要能源動力。根據《BP世界能源統計年鑑》及《BP世界能源展望(2018年版)》數據,全球能源消費中可再生能源所佔比從2002年的0.8%升至2017年的3.60%,至2040年,全球太陽能發電量預計將佔總髮電量的20%以上。截至2019年末,全球累計光伏裝機規模已超過600GW,較上年末增長超過20%。根據彭博新能源財經數據,未來全球光伏發電市場規模仍將保持20%的增速,發展潛力較大

截至目前,公司高純晶硅產能8萬噸,樂山和包頭新產能產成本均在4萬元/以下,低於行業平均水平。公司太陽能電池預計2020年中期產能將超過20GW目前平均非硅成本低於0.25/W其中單晶Perc產品非硅成本平均為0.22W左右,低於中國光伏行業協會統計的行業內平均單晶PERC非硅成本0.34W水平。

在產能利用方面,公司目前產品基本處於滿產滿銷,且下游需求較旺盛,具體如下:

在計算產能產量時不包括未轉固處於試生產狀態產線的產能產量

總體來説,根據公司對於行業的預測和自身競爭力的判斷,公司認為具備完成2020-2023年發展規劃的可行性。

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