協鑫科技(03800.HK)首九月顆粒硅前五大客戶出貨量佔集團對外出貨比例近82%
協鑫科技(03800.HK)公布,近期多晶硅行業整體利潤下行,但集團顆粒硅產品在電消耗、熱消耗、用工數等方面優勢突出,在成本控制、盈利能力等方面,均表現出極強的競爭力與抗周期的能力。
集團僅用兩年半的時間,顆粒硅產能由1萬噸跨越至到目前的40萬噸級,完成西門子到顆粒硅的全面迭代,實現行業龍頭客戶100%全覆蓋。前期由於顆粒硅產品供應有限,客戶僅可少量配比使用,但隨著產能快速釋放,以TCL中環新能源科技股份為代表的專業化龍頭企業,及以隆基綠能科技股份和晶澳太陽能科技股份為代表的一體化企業,已完全進入規模化使用,顆粒硅投放比例部分已超過棒狀硅。
公司指出,於今年首九個月集團顆粒硅前五大客戶出貨量分別約為4.2萬噸、3萬噸、1.3萬噸、1.2萬噸和0.9萬噸,合計佔集團顆粒硅對外出貨比例近82%。
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