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特變電工(600089.SH):基於市場供需狀況,公司總產能利用率在20%-25%
格隆匯 07-17 15:42

格隆匯7月17日丨特變電工(600089.SH)在投資者互動平台表示,2025年第一季度,公司甘泉堡基地多晶硅生產成本約4.3萬元/噸,現金成本約3.8萬元/噸。隨着公司進一步提質增效,多晶硅成本進一步降低,居於國內第一梯隊,具體情況請關注半年度報吿。基於市場供需狀況,公司總產能利用率在20%-25%,公司執行“應銷盡銷”策略,庫存維持較低水平。 公司始終圍繞提質、降本、增效三大抓手開展各項工作。一方面公司對多晶硅生產線開展工藝技術調優及數字化改造,降低能耗、物耗,提質降本。另外公司也在構建鏈的優勢,圍繞新能源產業鏈持續深築新能源電站集成優勢,加強逆變器等核心裝備新產品迭代研發及市場開拓力度,增強核心競爭力,提升新特能源的經營韌性和抗風險能力。

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