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福斯特(603806.SH)擬16.03億元投資年產5億平方米光伏膠膜項目
格隆匯 02-26 19:18

格隆匯2月26日丨福斯特(603806.SH)公佈,為滿足光伏行業的發展需求,公司計劃進一步擴大公司光伏膠膜產能,提升公司在光伏封裝領域的核心競爭力和未來盈利能力,實現公司的可持續發展,公司決定通過自籌資金進行年產5億平方米光伏膠膜項目的投資,上述項目由公司全資子公司福斯特(滁州)新材料有限公司負責在安徽省滁州市實施,項目總投資16.03億元人民幣。

本項目生產光伏封裝材料光伏膠膜系列產品(包括2.5億平方米POE膠膜和2.5億平方米EVA膠膜),其特性和應用場景包括:①POE膠膜:POE膠膜與傳統EVA膠膜相比,具有優異的水汽阻隔性,可以增強組件的抗PID性能,提高組件的可靠性,是目前雙面雙玻組件及薄膜組件的主要封裝膠膜。隨着雙面電池及雙玻組件應用的增加,POE膠膜的市場份額也將不斷增長。②EVA膠膜:具體包括常規EVA膠膜和白色EVA膠膜產品,在光伏組件中起到透光、粘接、耐黃變等封裝作用。其中,白色EVA膠膜性能更為優異,具有高反射率,通過光線反射路徑的改變,可使太陽光經過玻璃反射後再次到達電池片表面,從而有效地提高組件效率。隨着市場接受程度的增加,預計未來白色EVA佔封裝膠膜的比重會持續提升。

公司是全球光伏封裝領域的領先企業,其中,光伏膠膜產品佔據了全球超過50%的市場份額,上述項目的成功實施將進一步擴大公司的產能,滿足光伏行業的發展需求,增強公司的配套能力,優化公司的產品結構,提高公司光伏封裝膠膜產品的附加值及核心競爭力,提高公司經濟效益,同時,項目的成功實施將確保公司的光伏封裝膠膜具有技術、規模、市場的優勢,進一步鞏固公司在全球光伏封裝領域的領先地位。

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