金剛光伏(300093.SZ):酒泉4.8GW項目首批生產線已經完成定位安裝進入調試階段
格隆匯2月9日丨金剛光伏(300093.SZ)於2023年2月9日上午10:00-12:00在接受機構調研時表示,2021年6月,公司業務轉型升級,佈局異質結光伏,在蘇州吳江子公司投建了1.2GW異質結項目,該項目於2022年3月實現首片電池片下線,經過量產爬坡後單月產能已接近滿產,公司吳江兩條微晶產線正在持續穩定生產,產品大部分用於出口。在成本方面,公司吳江產線已全面使用130μm的硅片進行量產;銀包銅產品已完成內部驗證,具備量產應用條件,待下游客户完成驗證。酒泉4.8GW項目首批生產線已經完成定位安裝進入調試階段,生產線首次配置雙面微晶技術。電池片效率方面,吳江1.2GW異質結電池片平均效率達25%,未來酒泉基於雙面微晶技術預計進一步提升。
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