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英傑電氣(300820.SZ):目前單晶訂單同比有20%多的增長,多晶訂單同比有20%多的下降
格隆匯 12-08 15:25

格隆匯12月8日丨英傑電氣(300820.SZ)於2023年12月7日接受特定對象調研,就“請問公司光伏硅料、硅片訂單的情況?”,公司回覆稱,公司的光伏業務目前分為三塊:單晶(硅片)、多晶(硅料)和光伏電池片。目前公司單晶訂單同比有20%多的增長,多晶訂單同比有20%多的下降,光伏電池片是今年的一個新增業務,最近兩月也有上量的趨勢,結合到一起,光伏訂單同比去年是基本持平的狀態。明年上半年多晶的訂單壓力會大一些,但公司目前在射頻電源、光伏電池片、充電樁這幾個行業都具備了放量的能力,對於光伏訂單可能的下降能夠形成有效的彌補。

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