研報掘金丨國信證券:背板龍頭地位穩固,N型TOPCon電池即將放量 維持中來股份“增持”評級
格隆匯5月10日丨國信證券研報指出,中來股份(300393.SZ)2022年、2023年一季度營收利潤大幅增長。2022年公司背板銷售量2.47億平,同比提升47.2%,保持行業第一。公司規劃的年產2.5億平方米光伏背板項目已完成立項審批,未來背板產能將持續提升。另外,公司N型TOPCon電池即將放量,23年公司N型TOPCon產能將快速提升並顯著超過組件產能,電池產品外售比例將有所提高。同時公司與國電投深度合作開展分佈式光伏業務,雙方優勢互補,強化合資公司在分佈式領域的競爭力。該行維持公司盈利預測,維持“增持”評級。
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