晶科能源(688223.SH):進一步上調2023年底產能目標,預計到年底形成85GW硅片、90GW電池和110GW組件,其中N型產能預計佔比75%,23年底海外一體化產能12GW
格隆匯8月16日丨晶科能源(688223.SH)近期通過業績説明會和路演活動與投資者進行了溝通,對2023半年度業績情況進行了介紹,稱公司2023上半年實現收入536.24億元,同比增長60.52%,歸母淨利潤38.43億元,同比增長324.58%,扣非歸母淨利潤35.36億元,同比增長340.34%。上半年經營性現金流55.72億元,總資產超過1200億元。上半年出貨33.1GW,其中組件30.8GW。
產能方面,公司進一步上調2023年底產能目標,預計到年底形成85GW硅片、90GW電池和110GW組件,其中N型產能預計佔比75%,23年底海外一體化產能12GW。
出貨方面,2023年出貨預期上調到70-75GW,N型佔比60%,其中Q3組件預期出貨19-21GW。目前下半年在手訂單覆蓋度超80%。
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