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TCL中環(002129.SZ):2023年硅片呈現結構性緊張,以210大尺寸硅片為代表的優質產品供不應求
格隆匯 04-02 15:29

格隆匯4月2日丨TCL中環(002129.SZ)於2023年3月30日15:30-17:30召開2022年度業績説明會,公司表示,隨着多晶料供應壓力緩解,近期產業鏈價格迴歸,2023年光伏行業需求有望進一步放量,166及以下的泛8英寸硅片預測將迅速退出,以210尺寸為代表的大尺寸硅片市場需求將迅速提升公司根據市場供需制定各生產環節排產計劃,保障產品供應,稼動率提升,當前處於較高水平。

光伏新能源行業在週期性變化中不斷成長。2023年,全球光伏市場上游原材料供應緊張的情況逐漸得到緩解,裝機量持續向好,硅片呈現結構性緊張,以210大尺寸硅片為代表的優質產品供不應求。公司將持續立足“成本、質量、人效、製造能力、以人為本”,加速智能製造轉型和技術創新轉化,提升柔性製造能力,縮短產品研發週期,持續高效運營;在ESG理念的基礎上堅定全球化戰略,加快全球化業務佈局,引領行業變革和產業升級,實現經營上台階,發展高質量。

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