博威合金(601137.SH):美國本土產能將完全不受關税影響
格隆匯4月10日丨博威合金(601137.SH)在互動平台表示,公司此前越南基地的產品全部都銷往美國。考慮到美國未來對東南亞四關的關税會越來越嚴的趨勢下,公司在2023年就戰略性地在美國本土建設了2GW TOPCon組件及電池片項目,美國本土產能將完全不受關税影響,隨着美國對其他區域進口關税從嚴,公司的本土產能優勢越來越強。在美國對東南亞四國加徵高額關税之後,博威爾特(越南海陽)年產3GW TOPCon電池片尚在試產之中,產品將銷往歐洲、印度市場,同時該部分產能和國內光伏企業相比還有一定的税費優勢。
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