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TCL中環(002129.SZ):目前TCL中環晶體方面已有90%實現了自動化
格隆匯 06-12 07:25

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“市場降價快,中環的成本領先優勢如何變化?”

公司回覆稱,中環基於製造能力實現成本領先,體現在以下方面:第一,技術創新+工業4.0製造領先,指標上來看,目前在拉晶環節單台月產數據領先行業1噸以上。生產現場標準化、自動化、信息化管理能力優秀,10年間中環建設起三期、四期、五期、六期,在工業4.0道路上不斷前進,同時培養員工向工程師轉型,生產人員通過集控系統能夠操作384台單晶爐,提高生產效率。同時製造模式能夠適應海外製造、用工環境。

第二,中環柔性製造能力強,主要體現為自動化、信息化和產品質量可控等。未來的N型硅片市場有數百種產品規格,差異化主要體現在尺寸、硅棒參數、電池工藝要求等方面,需要強大的柔性製造作為支撐,業內很少有工廠的柔性製造能力能夠達到公司的水平。目前TCL中環晶體方面已經有90%實現了自動化。未來中環將不斷優化製造體系,進一步夯實中環的製造優勢。

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