上海艾錄(301062.SZ):艾錄新能源背板項目第一批設備採購已經完成,進入安裝調試環節,按計劃2023年第四季度正式投產
格隆匯7月7日丨有投資者向上海艾錄(301062.SZ)提問,“看到公司與無錫尚德簽訂了戰略框架合作協議,請問董事長簽訂協議的契機是怎麼樣的?目前光伏背板項目有什麼新的進展嗎?”
上海艾錄回覆稱,公司在縱深工業用紙包裝、塑料包裝、智能包裝系統三大業務的同時致力於挖掘與公司業務及工藝技術存在協同效應的潛在新機會,經過前期深度的市場調研和論證,最終錨定新能源領域光伏組件(背板)這一細分賽道。尚德電力是全球知名的專注於太陽能電池片及組件的研發與生產的高性能光伏產品製造商,公司在技術交流及產品測試環節贏得了尚德電力的認可,尚德電力與公司就光伏組件領域發展趨勢、新材料合作研發、技術支持等達成共識,簽訂了為期三年的戰略合作協議。截至目前,控股子公司艾錄新能源背板項目第一批設備採購已經完成,進入安裝調試環節,廠房裝修、資質認證、產品大樣客户驗證均順利進行中,按計劃2023年第四季度正式投產。
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