石英股份(603688.SH):光伏領域用高純石英砂短期內不會出現過剩,至少在5年內不會
格隆匯5月10日丨石英股份(603688.SH)於2023年5月10日上午11:00-12:00召開2022年度業績暨現金分紅説明會,問答互動環節中,就“估計高純石英砂過剩會在幾年後出現?第三代光伏,即鈣鈦礦將來取代晶硅太陽能的可能性有嗎?到時候高純石英砂在太陽能產業鏈中的應用場景是否大幅減少?公司如何應對?”,公司表示,我認為光伏領域用高純石英砂短期內不會出現過剩,至少在5年內不會。隨着高純石英砂生產技術的不斷進步,在質量和成本上會不斷優化,我們包括成本在內的綜合競爭優勢非常明顯。關於鈣鈦礦,這方面我們沒有太多研究,目前從技術層面來看,短期內技術突破有較大難度,難以在短期內構成取代晶硅太陽能的趨勢。
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