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橫店東磁(002056.SZ):現階段擁有8GW電池和6.5GW組件生產能力
格隆匯 02-10 14:50

格隆匯2月10日丨橫店東磁(002056.SZ)於2023年2月8日在接受機構現場參觀時表示,現階段公司擁有8GW電池和6.5GW組件生產能力,8GW電池均佈局在橫店,其中有7GW是2020年和2021年新投資的,以182產品為主,另有1GW是小尺寸電池,如M2、G1,預計這兩年會慢慢的退出市場,我們已逐步將該部分產線改造用於研發TOPCon、IBC類產品。公司擁有6.5GW組件產能,其中橫店本部有1.5GW,江蘇泗洪有5GW,因為組件板型大小不同且會經常進行產線切換,因此實際產出會少一點。

如要升級的話,有5GW的產能規模可以升級為210。210尺寸的成本會略低點,但做大功率板型也會大一些。我們認為在合理的板型下提高密度會好點,另外,從集裝箱的角度來看,182×18*或19*的尺寸空間利用率更高,我們後續會考慮這樣的一些尺寸。

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