隆基綠能(601012.SH):隨着原材料價格壓力的緩解,組件環節盈利應該得到一定的修復
格隆匯5月8日丨隆基綠能(601012.SH)於2023年4月28日召開業績説明會,在問答環節中,就“硅料價格下降之後,組件環節的利潤是否會擴張?”,公司表示,從今年一季度的情況去看,終端組件價格下行後,硅料價格才開始下降。過去兩年,光伏行業新進入者快速增加,加上產業鏈不同環節的產能錯配問題,行業短期波動非常劇烈,行業利潤在不同環節的分配也出現很大分化。從電站資產的重要性和安全性去看,光伏電站資產的使用年限達到25年甚至30年以上,一個較長週期內的重要能源資產應該具備合理的利潤水平,才能充分保障資產的質量和組件業務的健康持續發展。但是由於行業競爭激烈,組件環節的利潤持續處在被嚴重擠壓的狀態。公司認為,隨着原材料價格壓力的緩解,組件環節盈利應該得到一定的修復。
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