橫店東磁(002056.SZ):預計Q2組件出貨環比Q1仍能維持在30%左右增長
格隆匯4月27日丨橫店東磁(002056.SZ)於2023年4月25日接受機構調研,就“歐洲市場情況如何?是否存在高庫存?預計未來幾個月出貨情況如何?”,公司表示,從23年Q1看,歐洲需求表現亮眼,1-3月組件累計對歐洲出口約25GW,同比增長近50%,3月份單月出口就達到了10.9GW,同比環比均實現了高增長。隨着出口的持續增加,相應的庫存也在增加。但從公司自身來看,庫存的控制不錯,在小几十個MW量級,而且公司的出貨主要集中在西北歐,並以分佈式為主,感覺需求還可以,我們預計公司Q2組件出貨環比Q1仍能維持在30%左右增長。
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