博威合金(601137.SH):在美國發起調查之前就在美國佈局了光伏組件及電池片產能
格隆匯4月23日丨博威合金(601137.SH)在投資者互動平台表示,首先,公司預判了美國對越南會加關税的可能,因此戰略性的在美國發起調查之前就在美國佈局了光伏組件及電池片產能。 公司在美國建設的2GW組件項目本月即將投產,美國2GW電池片項目按照計劃建設中。在2024年公司又追加了1GW組件的產能,預計將在今年8月份投產,正在規劃1GW電池片項目,以匹配組件產能。在美國建設新能源製造基地就是從根本上解決加徵關税的舉措。本次加徵關税後,未來會進一步限制美國之外生產區域光伏產品對美國的出口,利好公司的美國項目。 公司對越南原有的2.2GW產線的固定資產全部計提了資產減值並已關閉,越南新投3GW電池片項目的銷售市場為歐洲、印度市場,與國內企業相比依然有税費優勢可實現正常盈利。 因此,此次美國對東南亞四國光伏反傾銷反補貼終裁結果的發佈,公司美國本土產能的稀缺性更加突顯。
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