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鈞達股份(002865.SZ)通過港交所主板上市聆訊,持續鞏固其作為全球最大的N型TOPCon電池專業製造商的優勢地位
格隆匯 04-23 09:00
港交所4月21日披露,海南鈞達新能源科技股份有限公司(簡稱“鈞達股份”)通過港交所主板上市聆訊,華泰國際、招銀國際、德意志銀行為其聯席保薦人。鈞達股份是領先的專業光伏電池製造商,專注於高效光伏電池的研發、生產和銷售,在 N型TOPCon電池等主流光伏電池領域憑藉研發創新及關鍵技術佔據競爭地位,更是全球最大的N型TOPCon電池專業製造商之一,技術與市場優勢顯著。在技術研發層面,公司不斷創新,其 N 型TOPCon電池應用半片邊緣鈍化及波浪背場技術,2023年平均量產轉換效率達到26%以上,2024年該關鍵指標往上提升0.5個百分點,雙面率達到 90%,單瓦非硅成本降低約30%,拉開與行業 TOPCon 存量產能的成本差距,同時積極佈局 HJT、鈣鈦礦疊層光伏電池及 xBC 等前沿技術,穩固電池片環節領先地位。於市場佈局方面,鈞達股份大力拓展海外產能,在2024年四季度末及2025年一季度末,公司海外銷售比例分別錄得23.9%和58.1%,海外銷售比例得到大幅提升,成為公司業績驅動的關鍵因素。除電池出口業務市場拓展以外,公司擬於阿曼投資建設5GW高效電池產能,進一步通過產能出海形式,增強公司全球市場電池產品供應能力。公司將根據海外市場情況變化,持續推動項目資金籌集和項目設計、施工等各項前期準備工作,該項目計劃於2025年底建成投產。隨着美國對等關税落地,全球輸美產能成本曲線變陡峭,阿曼產能因低税率輸美而稀缺性增強,投產後或有望提升公司盈利彈性,持續增強全球化競爭優勢。
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