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東方日升(300118.SZ):未來的相關新增產能會以N型電池組件為主

格隆匯2月15日丨東方日升(300118.SZ)於2023年2月14日13:30接受機構調研時表示,光伏電池組件產能方面,截止2022年年底,公司有15GW的電池產能和25GW的組件產能,上述產能主要分佈在安徽滁州、江蘇金壇、浙江義烏、浙江寧波以及馬來西亞。目前公司在建的電池組件產能主要是位於寧海的“浙江寧海5GW N型超低碳高效異質結電池片與10GW高效太陽能組件項目”、位於江蘇金壇的“4GW高效太陽能電池片和6GW高效太陽能電池組件項目”以及位於安徽滁州的“年產10GW高效太陽能電池項目”等公司規劃的投建項目。同時公司儲能的相關產業發展迅速,相關產能運行情況良好。

公司未來的相關新增產能會以N型電池組件為主。目前,電池技術處於迭代期,P型(PERC)電池轉化率提升速度日益減緩,其產品生命週期已經接近完全期。新技術的N型電池的技術路線有TOPCon、異質結、IBC等,目前該型電池的轉化極限效率相較於傳統的P型電池有一定的優勢。公司新建N型電池組件產能會以異質結技術為主。目前公司主要的在建電池組件產能是位於寧海的“浙江寧海5GW N型超低碳高效異質結電池片與10GW高效太陽能組件項目”、位於江蘇金壇的“4GW高效太陽能電池片和6GW高效太陽能電池組件項目”以及位於安徽滁州的“年產10GW高效太陽能電池項目”,上述項目將於2023年上半年逐步投產。

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