華民股份(300345.SZ):目前鴻新項目4GW硅棒和4GW硅片已投產,剩餘規劃產能今年年底有望點火投產
格隆匯11月3日丨華民股份(300345.SZ)於2023年11月02日進行投資者關係活動,就“公司佈局的高效N型單晶硅片、HJT電池專用硅片項目是否達到你們的預期效果?”,公司回覆稱,公司自2021年8月切入光伏賽道以來,陸續在雲南大理和安徽宣城佈局了兩大光伏生產基地,分別為鴻新新能源高效N型年產20GW單晶硅棒、14GW單晶硅片項目和鴻暉新能源年產10GW異質結電池專用單晶硅片項目。目前鴻新項目4GW硅棒和4GW硅片已投產,剩餘規劃產能今年年底有望點火投產。鴻暉項目首批設備已於10月28日正式進場,預計今年11月底可點火投產。今年以來,隨着產能有序釋放,公司光伏業務規模不斷提升,2023年1-9月公司實現營業收入8.62億元,同比增長339.77%,其中光伏業務收入佔比達89.24%。
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