隆基綠能(601012.SH):不擔心自身的TOPCon技術會落後於同行
格隆匯5月22日丨有投資者向隆基綠能(601012.SH)提問:公司鄂爾多斯的TOPCon電池產能將在今年三季度投產,請問公司是否擔心TOPCon技術落後於同行?
隆基綠能回覆:公司並不擔心自身的TOPCon技術會落後於同行,主要原因是:(1)公司在四年前對TOPCon技術的研發就已順利結案,且在2021年建設了500MW的中試線,自2021年以來多次打破TOPCon電池研發效率的世界紀錄,已經具備了充分的技術儲備;(2)目前市場上已經投產的TOPCon電池的實際量產效率在24.5%-24.9%,且電池到組件的封裝損失(CTMloss)也比較高,實際功率方面以560W-565W佔絕大多數,所以行業TOPCon技術仍在量產的初級階段。公司TOPCon組件後續量產後功率會達到575W。
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