愛康科技(002610.SZ):長興基地第三條生產線目前正在安裝調試中,預計7月初可以出首片
格隆匯6月25日丨有投資者於投資者互動平台向愛康科技(002610.SZ)提問,“1.湖州長興【第三條】生產線4月份進廠的,現在產能爬坡率如何?2.湖州原計劃5月份吊裝進廠的第四條600MW生產線現在進展如何?3.在目前HJT價格仍未盈負平衡的情況下,公司對訂單有無是否已經無意義?”
公司回覆稱,1、公司長興基地第三條生產線目前正在安裝調試中,預計7月初可以出首片。2、第四條生產線也將於近期進場。3、公司聚焦在高效異質結電池組件生產製造上,堅定看好異質結髮展前景。目前異質結技術處於市場開拓及降本增效階段。現階段的訂單一方面證實了市場的接受度也為公司未來大規模開拓市場奠定基礎,另一方面持續訂單運營帶動內部多路徑降本增效方案的推行及驗證落地。
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