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晶澳科技(002459.SZ):高性價比的產品通常會處於產能不足的狀態,未來一定時期的行業競爭會更激烈
格隆匯 06-01 08:30

格隆匯6月1日丨晶澳科技(002459.SZ)於2023年5月30日下午15:00-17:00參與河北轄區上市公司2023年投資者網上集體接待日活動,交流環節中,就“很多討論提到光伏行業可能有產能過剩的風險,您覺得未來近期到中期,我們會面臨怎樣的競爭態勢?”,公司回覆稱,從光伏行業過去20多年的發展歷程來看,技術和產品迭代快,廣義上的產能,包括了落後產能以及規劃未投產達效的產能,此統計口徑的產能長期處於遠超市場需求的過剩狀態,但高性價比的產品通常會處於產能不足的狀態。

隨着光伏發電市場需求的快速增長,越來越多的跨界企業進入到光伏行業,同時,原有的光伏企業也都在快速擴張,無疑,未來一定時期的行業競爭會更激烈。

在過去18年的發展過程中,公司經歷了金融危機、歐美雙反,政策變化等一系列行業劇烈波動和危機,通過自身持續技術創新,降低生產成本,增強產品的競爭力,建立完善的海外供應鏈,拓寬銷售渠道和客户,提升公司運營能力和全球化能力,為客户和渠道創造更大價值,從而贏得市場和客户,多年保持行業頭部企業地位,相信公司深入研究產業發展規律,做好自身能力建設,堅持“穩健增長,持續盈利”的經營原則,定能持續保持行業地位,為行業發展和全球碳減排做出更大貢獻。

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