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博威合金(601137.SH):結合對東南亞四國光伏企業雙反初裁税率的綜合分析,對公司的影響好於預期
格隆匯 12-02 18:42

格隆匯12月2日丨博威合金(601137.SH)在投資者互動平台表示,本次美國商務部公佈的是雙反的初裁結果,在終裁之前公司會繼續提交資料。美國對東南亞四國的光伏雙反初裁結果已公佈,公司全資子公司博威爾特(越南)太陽能科技有限公司反補貼税率初裁為0.81%,反傾銷税率初裁為54.46%。 結合對東南亞四國光伏企業雙反初裁税率的綜合分析,對公司的影響好於預期,主要體現在以下三個方面:1)2023年開始,公司基於對未來發展趨勢的戰略性判斷,決定在美國投資建設2GW TopCon電池片和2GW TopCon組件的項目,公司已經在美國有產能佈局;2)東南亞四國中部分地區(泰國、柬埔寨)、公司的高額關税將完全限制其產能向美國的供給,對美國的光伏新能源產品的售價形成支撐;3)美國雙反的政策會在很大程度上限制美國市場光伏新能源產品的供給,僅靠馬來西亞等少部分產能無法滿足美國市場的需求,公司越南區域的產品依然可向美國市場銷售。

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