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TCL中環(002129.SZ):公司寧夏項目正在積極建設 預計三季度move in
格隆匯 06-12 07:27

格隆匯6月12日丨TCL中環(002129.SZ)接受機構調研、現場參觀,交流問答環節中,就“目前全年出貨目標按照130GW來看,是否還會有進一步增加的可能?”

公司回覆稱,會的。產能方面,公司寧夏項目正在積極建設,預計三季度move in。需求方面,我們長期看好光伏行業的發展,短期供需波動是正常現象,產業鏈價格迴歸進一步提升終端產品競爭力和需求。全球化方面,歐美髮達經濟體佔全球新裝機容量的40%,兩大市場分別提出了IRA和2030光伏製造計劃,二者均有在地化製造需求,中國光伏企業走出去是必然。

因此光伏行業趨勢判斷來看:①硅料價格下降,中環結構性成本領先優勢將進一步擴張;②中環的國際化能力遠比行業做得好,支撐實現較高產能級別走出去;③行業價格即將見底;④尊重分工是基本經濟規律,也是未來發展中也是最大的優勢。

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