寶馨科技(002514.SZ):安徽懷遠投建一期2GW異質結電池及組件產線預計三季度投產
格隆匯7月20日丨寶馨科技(002514.SZ)近期在接待機構投資者調研時表示,公司目前在安徽懷遠投建一期2GW異質結電池及組件產線預計三季度投產,懷遠二期先期的2GW異質結電池及組件項目以及鄂托克旗2GW切片、異質結電池及組件項目正在推進中。異質結光伏電池作為N型電池新型技術,在功率峯值、衰減、弱光響應、温度係數、遠期成本方面具有一定優勢。公司也將採用銀包銅、0BB、無銦化、薄片化等技術進一步實現降本增效。從技術端和產業端來看,異質結的競爭優勢會隨着成本下降、效率提升的過程中顯露出來。同時,公司也將通過綠電資源調配的方式保障產品的下游消納。
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