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隆基綠能(601012.SH):HPBC主要針對分佈式市場,目前分佈式光伏需求的全球佔比在40%以上
格隆匯 02-27 14:09

格隆匯2月27日丨隆基綠能(601012.SH)於2023年1月30日-2月24日接受機構調研時表示,公司認為HPBC是非常有競爭力的技術路線,降本方向也非常清晰。公司在研發過程中已經克服了主要成本障礙,以後的降本方向主要在量產線進行各種工藝優化和不斷精進。PERC技術在研發階段的轉換效率只做到22%左右,從22%到24%效率的提升都是通過量產線工藝的優化實現的,HPBC技術的提升也遵循同樣的路徑。

HPBC主要針對分佈式市場,目前分佈式光伏需求的全球佔比在40%以上,市場規模較大;一般屋頂光伏項目涉及系統安全性、建築物生命週期、場景融合、維護便利性等多方面需求,價值空間相對集中式項目更為明顯,因此可以給產品帶來更高的附加值。

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