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英傑電氣(300820.SZ):HJT以及其他技術路線的設備電源,目前還處於研發測試階段
格隆匯 01-04 18:58

格隆匯1月4日丨英傑電氣(300820.SZ)於2024年1月3日接受特定對象調研,就“請問電池片行業的技術路線之爭在公司層面是如何表現的?”,公司回覆稱,公司在電池片行業也要做到不同技術路線設備適配電源的全面覆蓋,目前量產的是TOPCON行業的濺射電源。HJT以及其他技術路線的設備電源,目前還處於研發測試階段,和一些客户正在進行合作。比如HJT現在還是在一個降本階段,所以目前並沒有大規模的上設備,國產電源的需求目前相對少一點,HJT看明後年能否達到上量的條件,還需要根據下游企業技術進步的情況來判斷,公司作為上游的電源供應商,最主要的還是把國產替代電源拿出來,性能上達到國外產品的指標,得到客户的認可。

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