隆基綠能(601012.SH):公司一般根據訂單安排生產,尺寸切換較為靈活
格隆匯6月29日丨有投資者向隆基綠能(601012.SH)提問:請問公司N型硅片的生產情況以及硅片尺寸是否還會提升?
隆基綠能回覆:公司硅片產能具有優異的兼容性,可以生產P型和N型硅片,以及不同尺寸的硅片產品,主要視下游需求而定。目前下游市場需求以P型產品為主,N型產品的佔比逐步提升,因此公司硅片生產結構也呈現同樣的變化。在硅片尺寸方面,2022年以來,大尺寸產品供給和需求快速提升,目前以182mm為主;對於其他尺寸,公司一般根據訂單安排生產,尺寸切換較為靈活。
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