率先行業實現N型TOPCon電池大規模量產 鈞達股份(002865.SZ)上半年淨利預增230%-300%
格隆匯7月12日丨鈞達股份(002865.SZ)公佈2023年半年度業績預吿,報吿期歸屬於上市公司股東的淨利潤盈利9億元~11億元,比上年同期增長230%~300%;扣除非經常性損益後歸屬於上市公司股東的淨利潤盈利8.5億元~10.5億元,比上年同期增長1330%~1670%;基本每股收益盈利4.43元/股-5.42元/股。
上年同期,公司主營業務包含原有增長乏力的汽車飾件業務以及上饒捷泰新能源科技有限公司(簡稱“捷泰科技”)光伏電池業務(51%納入上市公司合併報表)。2022年6月,公司將原有汽車飾件業務置出。2022年7月,公司完成對捷泰科技剩餘49%股權收購。2022年8月起捷泰科技成為公司100%全資子公司,公司全面聚焦於光伏電池主業。
報吿期內,上游硅料價格持續下行,推動行業成本下降,刺激光伏產業保持高增長,市場需求持續旺盛。2023年光伏電池環節由P型向N型技術升級迭代,行業N型電池產能相對短缺,N型產品市場供不應求,電池盈利較去年同期迎來提升。公司率先行業實現N型TOPCon電池大規模量產,成為業內為數不多具備N型TOPCon電池大規模供應能力的專業化電池廠商。報吿期內,公司滁州二期年產10GW、淮安一期年產13GW項目投產,N型TOPCon產能規模提升,實現經營業績大幅增長。
報吿期,公司電池片出貨量為11.4GW,同比增長181%。其中P型PERC出貨量4.84GW,N型TOPCon出貨量6.56GW。
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