天合光能(688599.SH):深化佈局N型先進優質產能,可以進一步鞏固和提升公司在N型先進電池組件上的領先優勢
格隆匯7月7日丨有投資者向天合光能(688599.SH)提問,“前的市場環境,其他行業鮮少有投資擴張的,為何光伏行業不斷投資擴張,信心和底氣來自哪裏?”
天合光能回覆稱,在雙碳背景下,光伏發電憑藉着更低度電成本優勢,成為最具經濟性和競爭力的電力裝機能源,其未來仍具有廣闊的發展前景。在持續增長的光伏市場需求下,行業內具有先進高效產能、持續創新能力、品牌優勢、全球銷售網絡佈局的企業更加受益,光伏行業集中度進一步提升。公司當前N型TOPCon技術先進性和經濟性行業領先,公司堅信公司新建產能在行業內是結構化優質產能。通過深化佈局N型先進優質產能,可以進一步鞏固和提升公司在N型先進電池組件上的領先優勢。
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