鈞達股份(002865.SZ):公司率先完成TOPCon電池大規模量產,今年年底公司N型電池產能將達44GW
格隆匯9月4日丨鈞達股份(002865.SZ)於2023年9月1日召開業績説明會,就“公司如何看待當下全國各地加碼TOPCon產能局面,明年會不會對公司業績形成實際的競爭風險?”,公司回覆稱,上游硅料產能擴張到位,價格持續下行,將帶動行業成本下降,有利於刺激全球需求保持高增長。電池環節中,TOPCon技術的普及和產能落地仍然需要時間。根據infolink預計,今年TOPCon電池市佔率約29%,明年市佔率約64%。預計未來幾年TOPCon電池產能仍然短缺,TOPCon電池盈利有保障。
公司率先完成TOPCon電池大規模量產,今年年底公司N型電池產能將達44GW。公司通過加大研發投入,持續開展技術迭代和降本增效工作,將保持TOPCon產品技術和成本優勢。隨着資本市場融資政策收緊,地方政府對光伏產業產能擴張支持力度下降。下一步行業內TOPCon產能擴張將受到較大影響,可能不會出現行業產能過剩情況,有利於公司現有N型產能的盈利。
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