晶澳科技(002459.SZ):根據規劃截至2023年底p型電池產能約40GW,n型電池產能約36GW,同時還有20GW的n型電池在建
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“n型和p型電池年底各自產能是多少?公司P型電池片的生產設備可否改為生產N型電池片?”,公司回覆稱,根據規劃截至2023年底公司p型電池產能約40GW,n型電池產能約36GW。同時還有20GW的n型電池在建。
目前公司p型電池生產線都預留有進一步升級的空間,可以通過增加機器設備和生產工序實現n型電池的生產,但尚無法通過技改升級實現異質結電池的生產。
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