天合光能(688599.SH):一季度組件出貨量10GW+,分佈式系統出貨量超2GW;N型TOPCon電池組件相較於PERC更具備經濟性;石英坩堝供應充足
格隆匯5月17日丨天合光能(688599.SH)於2023年5月16日11:00-12:00召開2022年度暨2023年第一季度暨現金分紅説明會,問答互動中,就“公司一季度出貨量多少?組件、分佈式系統分別出貨多少?同比情況如何?在相同度電成本的條件下,n型組件比p型組件貴多少,仍具備經濟性?(即二者合理價差)公司的石英坩堝(高純石英砂)供應商是哪家?鎖定了多少量?能否滿足2023年拉晶環節產能的需求?”,公司回覆稱,公司一季度組件出貨量10GW+,分佈式系統出貨量超2GW,同比實現顯著增長。當前公司N型TOPCon電池量產效率達到25.3%,成本預計在今年上半年與PERC持平,N型TOPCon電池組件相較於PERC更具備經濟性。公司的石英坩堝供應充足,需求能夠得到保障。
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