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阿特斯(688472.SH)第三季度組件出貨8.3GW 全年組件預期出貨30-35GW目標維持不變

格隆匯11月3日丨​阿特斯(688472.SH)投資者關係活動記錄表顯示,全球光伏的年增裝機和儲能累計裝機、年度裝機均有望在2030年或更早時間達到T瓦和T瓦時級別,從而雙雙步入"T時代"。 公司加大了N型技術的研發和先進N型產能的佈局,在更具潛力的新型技術路線上補足短板,提升垂直一體化水平,希望在"T"時代把"N"做好。

(1)今年8月份,公司內蒙古呼和浩特新能源全產業鏈項目開工。同月,公司揚州基地TOPCon電池首片下線;

(2)公司第三季度組件出貨8.3GW,主要出貨市場為中國、歐洲、美洲,其中北美市場盈利能力較其他市場更好。2023年全年,公司組件預期出貨30-35GW目標維持不變。今年7月份,公司與法國電力集團EDF Renewables北美公司簽署了一項光伏組件7GW長單銷售協議;今年9月份,在美國拉斯維加斯舉辦的2023 RE+展會上,公司成功斬獲約4吉瓦光伏組件供貨協議。這些長單將進一步加強阿特斯與EDF等優質客户的全球合作伙伴關係;

(3)公司第三季度研發投入保持50%以上的增長,主要集中在N型光伏電池技術上。國際權威第三方認證機構挪威船級社("DNV")總結認為,功率高達700W的阿特斯TOPBiHiKu6和TOPBiHiKu7系列雙面組件不僅具有行業領先的高功率、高效率、高雙面率,同時兼具高可靠性、高品質優勢,進一步降低度電成本(LCOE);

(4)阿特斯的儲能訂單以海外訂單為主,從簽單到交付的時間通常超過一年。由於2022年上半年碳酸鋰價格的高位,以及公司從2022年開始交付自有直流系統SolBank,從今年前三季度儲能交付情況來看,今年是阿特斯儲能交付的小年,但是簽單的大年。截至2023年6月30日,公司儲能在手訂單已達到21億美元,第三季度還在持續增加(具體數字尚未披露,暫不方便透露),公司對明年儲能業務有信心。產品認證方面,截止報吿期末,公司自研的SolBank直流系統已獲得由TüV萊茵頒發的全部歐美雙標認證;

(5)報吿期內,阿特斯集團榮獲由知名的英國Environmental Finance頒發的"2023年度全球最佳可持續發展報吿獎",美國投資人服務機構(investor share services, ISS)對阿特斯集團ESG報吿的評分是"優"(prime),位居全球晶硅光伏企業首位。

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