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重整蓄力加速BC佈局,隆基綠能前三季度淨利潤116.94億元

本文來自:能源新媒

10月30日,隆基綠能發佈2023年三季報。2023年前三季度,公司實現營業收入941億元,同比增長8.55%;歸屬於上市公司股東的淨利潤116.94億元,同比增長6.54%。據數據顯示,過去18年國內企業建設了380GW左右的全產業鏈項目;近2年,行業新增超過380GW的全產業鏈項目。自2022年至今,隆基綠能已率先降低擴產速度,轉而加速新技術產業化步伐。

加快技術產能迭代 BC電池導入加快

據不完全統計,TOPCon全行業規劃產能超過1000GW,到今年底,TOPCon名義產能將超過600GW,光伏製造業的產能過剩已成定局。業內普遍認為,TOPCon技術仍是過渡產品,和傳統PERC電池相比,效率提升幅度太小,行業技術方面有高度的同質化,短期獲利企業的長期投資收益或將受到衝擊。

隆基綠能創始人、總裁李振國在會上表示,光伏行業已經出現了產能嚴重過剩的問題,最先受到衝擊的將是那些準備不夠充分的公司,而財務狀況較差和技術不先進的公司面臨的風險最大,未來兩到三年內,中國一半以上的光伏行業製造商可能被迫退出市場。

在此背景下,隆基綠能一方面加強新技術研發及產業化步伐,一方面收縮擴產節奏,較早應對產業變動的市場衝擊。在技術迭代的十字路口,隆基綠能堅定看好BC技術路線,並改變了過去BC技術難度大、成本高的狀況,通過推出HPBC電池,使BC技術擁有競爭力。

2023年10月8日,隆基Hi-MO X6防積灰組件成功發佈,並在Hi-MO 6產品基礎上升級進化,兼具美觀、發電效率高、安全可靠、防積灰等四大特點。報吿期內,公司聚焦高效BC技術迭代升級與產業化,持續提升HPBC產品量產良率和轉換效率。隨着公司高效BC技術研發深入及產能建設推進,更高性能的HPBC pro電池產能預計將於2024年底開始投產。

行業競爭白熱化 拒絕低成本傾銷

如今,光伏行業產能規模急劇擴張,產能過剩和潛在的惡性價格戰成為業內擔憂的問題。有消息指出,在硅片環節,除龍頭企業外,其餘硅片企業開工率只有50%-70%。

據業內人士估算,電池片的價格約為0.6元/瓦,封裝的平均成本0.6元/瓦,最低0.5元/瓦,也就是説,組件單純從製造成本來説最低也要1.1元/瓦,再加上其他成本要超過1.2元/瓦。

據業內多家媒體報道,惡性競爭將嚴重破壞中國光伏企業的品牌,呼籲行業從價格戰轉向技術創新,提升優質產能更新速度,降低盲目擴產步伐。從2012年上市至今,隆基綠能累計研發投入超220億元,累計獲得各類專利2525項。截至2022年底,公司從事與研發及技術創新工作相關的人員合計4036人,佔公司員工總數的比例為6.66%。

二十三年來,隆基的每一項重大技術、創新成果都成為光伏產業的風向標,引領着產業發展方向。2021年4月至今,隆基綠能已經先後14次刷新太陽能電池效率世界紀錄,是目前硅太陽能電池最高效率的締造者。

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