明陽智能(601615.SH):擬投資30億元建年產5GW光伏高效電池和5GW光伏高效組件項目
格隆匯5月12日丨明陽智能(601615.SH)公佈,2021年5月12日,公司第二屆董事會第二十次會議審議通過了《關於對外投資的議案》。公司擬投資建設年產5GW光伏高效電池和5GW光伏高效組件項目,項目總投資金額預計為30億元(不含流動資金)。
綜合考慮異質結電池具備的多項優勢,異質結電池已經具備替代PERC電池的實力。預計2025年光伏市場350GW,即使組件價格再降25%,全球市場空間5800億元,參考PERC成熟之時的市佔率超過40%,異質結電池的市場空間在2300億元以上。
在人才引進方面,公司引進了專業運營團隊及多位在PECVD領域行業專家,在PECVD設備研發、異質結光伏工藝裝備開發、高效異質結光伏電池生產線研發設計、異質結電池技術及裝備的產業化等領域擁有相應的技術沉澱。
在技術儲備方面,公司持續關注光伏行業的發展,十來年一直持續相關投資,包括砷化鎵,碲化鎘薄膜,異質結電池屬於薄膜電池與晶硅電池的結合,是公司長期重點關注的方向。
在資金方面,公司目前財務狀況良好、穩定,自有資金充足,截止2021年3月31日,公司貨幣資金約150億元;而此次投資總額預計不超過30億元,且分5年逐步投入,第一期投入金額為6億元,後期按項目進展情況逐步投入。公司自有及自籌資金能夠為此次項目開發提供所需資金。
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