公司問答 | 晶科能源:N型產能以新建擴建為主
格隆匯5月16日丨有投資者在互動平台向晶科能源提問:現在都在擴建n型組件產能,如果直接把p型產能升級為n型產能更利於節省資金和時間成本,請問公司傾向於選擇擴建n型產能還是升級n型產能?晶科能源迴應:P型與N型產線差異主要在電池環節,理論上可通過工藝設備替換實現產線升級。實際操作中,考慮到車間廠房佈局等因素,新建N型電池產線在效率和經濟性等方面存在一定優勢。公司既有P型電池產能規模較小,同時市場一定時期內仍有P型訂單需求,因此N型產能以新建擴建為主。
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