隆基綠能(601012.SH):目前隆基已經基於HPBC二代技術建設了1.5GW的生產線
格隆匯9月23日丨隆基綠能(601012.SH)在投資者互動平台表示,隆基本次與金陽的合作一方面是基於金陽新能源長期研究HIT以及HBC技術,有較好的技術基礎,同時金陽新能源和鉅能電力共同給與隆基互利共贏的合作條件,另一方面是公司也願意支持行業內企業把實驗技術轉移至量產,隆基用部分的產線設備,去幫助這些企業完成量產探索,以驗證他們的技術路線水平。 隆基本次與金陽合作的HBC項目,與隆基自己的HPBC二代是完全不同的技術工藝。同時,隆基自己的HBC技術量產中試線也在正常推進中,與金陽的技術路線是相互獨立的。 目前隆基已經基於HPBC二代技術建設了1.5GW的生產線,每個月穩定達產,月產出在120MW左右,良品率和成本都達到了預期目標 。
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