隆基綠能(601012.SH):明年第一、二季度BC二代產品會大規模投放市場
格隆匯7月8日丨隆基綠能(601012.SH)近日在接待機構投資者調研時表示,公司從今年下半年開始會有很多產能投入建設,明年第一、二季度,BC二代產品會大規模投放市場。公司整體的計劃是到2025年年底,BC一代和BC二代合計產能大致將達到70GW左右;到2026年年底之前,除了海外個別工廠之外,國內工廠的所有產品都會遷移到BC技術。當前現有的PERC設施及產能會重新進行改造和配置,將會改造成BC二代電池工廠。2025年,BC一代產能中將有一半的產能升級至BC二代。
分類別看,到2025年年底,BC二代產能大致會達到50GW左右,BC一代產能大致在20GW左右。
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