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TCL中環(002129.SZ):很早之前就對石英砂的情況進行了預判和安排
格隆匯 04-02 15:13

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,“最近石英砂、石英坩堝價格在上升,請管理層分析今明年石英砂的近況和明年的展望。”,公司表示,截至目前光伏產業更多的還是運用天然石英砂,天然石英砂的產地和成礦結構存在特殊情況。在石英砂開採方面,緊缺局面下有兩個選擇:1、增大產量或供給。由於歷史原因,相關廠商在擴產的時候存在顧慮,需要看到確定性增長才會擴大石英砂產出;2、歷史上多晶硅採購限供保價的經營策略,石英砂廠商也可能採用這樣的方案。

因此在石英砂緊張和價格上升的背景下,需要更多的技術創新和柔性使用坩堝的製造。中環很早之前就對石英砂的情況進行了預判和安排。第一,在單晶生產工藝方面很早就有單位石英砂產生單晶效率的管理方式,對石英堝的硅片產出做明確的管理。第二,持續提升單位石英堝在保證技術的前提下,特別是N型技術對石英堝有更高的要求的情況下,管理好石英坩堝以及石英砂。

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