福斯特(603806.SH)擬10.2億元投建光伏膠膜和光伏背板項目
格隆匯9月8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光伏膠膜和光伏背板產能，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2.5億平方米光伏膠膜和年產1.1億平方米光伏背板項目的投資，上述項目由公司在嘉興經濟技術開發區設立的全資子公司實施，項目總投資10.2億元人民幣。
項目總投資10.2億元，其中固定資產投資7.2億元，項目建設期3年，建成後形成年產2.5億平方米光伏膠膜和年產1.1億平方米光伏背板的生產能力。目前項目處於前期準備階段。
該項目生產光伏封裝材料，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。③寬幅背板：隨着電池片尺寸及組件尺寸的不斷擴大，市場對寬幅背板的需求也將快速增長。
公司是全球光伏封裝領域的龍頭企業，其中，光伏膠膜產品佔據了全球超過50%的市場份額。公司此次在客户集聚區域擴建光伏膠膜產能，將充分利用自身的產品品質優勢，進一步擴大規模優勢，滿足光伏行業的發展需求；公司積極順應光伏市場的變化，新增高性能寬幅背板的產能，提升背板業務的市場競爭力。項目的成功實施將提升公司光伏封裝材料的技術、規模、市場的優勢，進一步鞏固公司在全球封裝材料領域的領先地位。
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