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鈞達股份(002865.SZ):擁有P型產能9.5GW,N型產能44GW,公司產能結構以N型為主
格隆匯 09-20 16:28

格隆匯9月20日丨鈞達股份(002865.SZ)在投資者互動平台表示,光伏行業由P型向N型技術升級是大趨勢,行業內各廠家都有意願新增N型產能提升競爭力。N型TOPCon是目前行業內主流技術,但TOPCon的技術存在一定技術壁壘,需由電池廠商主導,對十幾道複雜工藝進行整合以及關鍵工藝技術改進,最終達到轉換效率、良率以及非硅成本各項指標的均衡。較為考驗電池廠商的技術研發、生產和管理經驗。因此,本次行業內TOPCon的技術普及和產能釋放仍需一定時間,TOPCon電池供給仍然短缺,公司深耕光伏電池行業十餘年,始終專注光伏核心技術環節,具有較深的技術積累和客户資源優勢。截止目前,公司擁有P型產能9.5GW,N型產能44GW,公司產能結構以N型為主。公司率先完成TOPCon電池大規模量產,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,有利於公司獲得有利市場競爭地位。

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