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寶馨科技(002514.SZ):連雲港500MW組件項目已投產,目前產能和訂單狀況良好

格隆匯6月26日丨寶馨科技(002514.SZ)近期在接待機構調研時表示,目前公司光伏異質結業務重點目標為兩個方向,一是保障光伏異質結產線的落地和穩步擴產步伐,保障產線產量、產品質量以及降本增效,二是優化上游供應鏈和強化下游海外市場的開拓。公司將以成為行業領先的光伏異質結及鈣鈦礦/異質結疊層企業為發展方向,完善一體化產業佈局,打造公司品牌形象,以成為行業龍頭企業為目標,堅定不移的貫徹公司“新能源+智能製造”的戰略方針。目前公司在推進安徽蚌埠懷遠一期2GW項目的同時,同步推進安徽懷遠二期一階段2GW和內蒙古鄂托克旗2GW項目進展;公司連雲港500MW組件項目已經投產,目前產能和訂單狀況良好。

在“光、儲、充/換”聯動佈局方面,公司在充/換電整市/縣推進過程中,也將分階段實施充、換電市場,並在停車棚上設置光伏發電系統;並且公司推出“光儲充換”一體化技術方案,即將光伏發電、電能儲存、車輛充換電集成為一個系統,並通過充、換電設備為新能源汽車充電或換電。通過“光儲充換”一體化系統,可實現充換電站與公共電網的智能互動,減少大負荷充電對電網的衝擊,並降低充換電電價成本。

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