天合光能(688599.SH):在手訂單充沛;一期20GW拉晶項目處於爬產階段,二期預計年內投產;2023年組件出貨量目標為65GW
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“目前公司在手訂單多少?產能如何?產能利用率多少?公司募投項目進展如何?預計何時完成?公司今年出貨量預期多少?在行業中處於怎樣的水平?如何看待行業未來競爭格局?行業組件產能是否已經總體過剩?如何看待今年硅料價格的走勢?理由是?”,公司回覆稱,公司在手訂單充沛,排產與出貨均按照客户訂單安排執行。
公司可轉債募投項目35GW直拉單晶項目將分兩階段進行建設,其中一期20GW拉晶項目2023年2月投產,目前於爬產階段,二期預計年內投產。
公司2023年組件出貨量目標為65GW。
在雙碳背景下,光伏發電憑藉着更低度電成本優勢,成為最具經濟性和競爭力的電力裝機能源,其未來仍具有廣闊的發展前景。在持續增長的光伏市場需求下,行業內具有先進高效產能、持續創新能力、品牌優勢、全球銷售網絡佈局的企業更加受益,光伏行業集中度進一步提升。天合光能深耕太陽能光伏領域二十餘年,是光伏行業唯一一家連續七年被彭博新能源財經(BNEF)評為可融資性100%評級的組件品牌,在海外設有6個區域總部,光伏產品銷往全球150多個國家及地區。未來公司將不斷鞏固提升全球品牌渠道優勢,繼續堅持以市場需求為導向,積極投入電池和組件創新技術研發和量產,依託光伏科學與技術國家重點實驗室和國家企業技術中心兩個國家級平台,結合210技術創新平台和N型i-TOPCon電池技術等電池組件核心技術,進一步提升產品競爭力。
硅料價格主要受市場供需關係的影響,隨着行業新增硅料產能的釋放,硅料的價格預計將會有所回落,具體走勢由供需關係決定。
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