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海目星(688559.SH):目前背面POLY可進入量產 明年上半年有望實現正面POLY的量產
格隆匯 07-10 08:12

格隆匯7月10日丨海目星(688559.SH)披露投資者關係活動記錄表顯示,光伏的終端市場持續增長,短期擴產過快導致總產能過剩,但優秀產能並不存在過剩問題,例如TOPCon產能落地後,此前的PERC產能正在逐步出清。

技術升級的投入相較於上億元的整線設備總投入更小,升級更新有持續動力,公司努力推進技術迭代,在存量設備的基礎上創造價值。目前公司在光伏領域擁有深厚的技術儲備,雙面POLY圖形化激光技術領先市場,有望搶佔更多市場份額,目前背面POLY可以進入量產,明年上半年有望實現正面POLY的量產。

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