岱勒新材(300700.SZ):主要客户是保利協鑫、上機、晶科、通威、隆基、京運通等
格隆匯3月8日丨岱勒新材(300700.SZ)於2023年3月6日10:00召開電話會議時表示,公司的主要客户是保利協鑫、上機、晶科、通威、隆基、京運通等。公司今年計劃擴產至600萬公里/月的產能,主要是基於下游發展情況以及結合下游客户的產能規劃以及預計未來能形成的加工能力需求來確定公司可取得的份額,其次也考慮了潛在客户未來可能形成的需求。2023年,公司產能擴充完成後,除了前面主要客户的增量外,另外下游行業內還有一部分正在擴產的客户會形成增量。
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