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東方日升(300118.SZ):未來的相關新增產能會以N型電池組件為主

格隆匯6月9日丨東方日升(300118.SZ)於2023年6月8日13:30接受機構調研,交流環節中,就“公司未來光伏電池組件產能的規劃”,公司回覆稱,公司未來的相關新增產能會以N型電池組件為主,目前該型電池的轉化極限效率相較於傳統的P型電池有一定的優勢。現階段電池技術處於迭代期,P型(PERC)電池轉化率提升速度日益減緩,其產品生命週期已經接近完全期。公司堅定看好異質結技術作為下一代基底電池技術,因此公司新建N型電池組件產能以異質結技術為主。同時,為提高公司光伏產品電池自供比例,延長原有電池組件產線的生命週期,公司對TOPCon也保有一定水平的技術儲備並對相關技術進行了產能規劃。目前公司主要的在建電池組件產能是位於寧海的“浙江寧海5GWN型超低碳高效異質結電池片與10GW高效太陽能組件項目”、位於江蘇金壇的“4GW高效太陽能電池片和6GW高效太陽能電池組件項目”以及位於安徽滁州的“年產10GW高效太陽能電池項目”,其中金壇項目已於2023年4月27日下線首片電池片,首線進入爬產狀態,其他產線也將陸續進入調試爬產狀態。

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