inkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; letter-spacing: 0.544px; text-align: justify; background-color: rgb(255, 255, 255); font-size: 15px; visibility: visible; box-sizing: border-box !important; overflow-wrap: break-word !important;">8月15日,山西中來高效單晶電池智能工廠inkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; letter-spacing: 0.544px; text-align: justify; background-color: rgb(255, 255, 255); font-size: 15px; color: rgb(217, 33, 66); visibility: visible; box-sizing: border-box !important; overflow-wrap: break-word !important;">首批N型TOPCon182電池發貨inkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; letter-spacing: 0.544px; text-align: justify; background-color: rgb(255, 255, 255); font-size: 15px; visibility: visible; box-sizing: border-box !important; overflow-wrap: break-word !important;">。

首批N型TOPCon182電池發貨!中來股份披露未來發展方向

圖源:公司官網

inkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; letter-spacing: 0.544px; text-align: justify; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 15px; visibility: visible; box-sizing: border-box !important; overflow-wrap: break-word !important;">TOPCon、HJT、鈣鈦礦等概念持續火熱,光伏賽道再次站上風口。inkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; letter-spacing: 0.544px; text-align: justify; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 15px; visibility: visible; box-sizing: border-box !important; overflow-wrap: break-word !important;">在“碳中和、碳達峰”的大背景下,國內市場需求增長,inkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; letter-spacing: 0.544px; text-align: justify; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 15px; visibility: visible; box-sizing: border-box !important; overflow-wrap: break-word !important;">國家不斷出臺政策支持光伏行業發展。inkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; letter-spacing: 0.544px; text-align: justify; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 15px; visibility: visible; box-sizing: border-box !important; overflow-wrap: break-word !important;">目前,光伏產業正處于擴張階inkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; letter-spacing: 0.544px; text-align: justify; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 15px; visibility: visible; box-sizing: border-box !important; overflow-wrap: break-word !important;">段inkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; letter-spacing: 0.544px; text-align: justify; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 15px; visibility: visible; box-sizing: border-box !important; overflow-wrap: break-word !important;">,其inkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; letter-spacing: 0.544px; text-align: justify; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 15px; visibility: visible; box-sizing: border-box !important; overflow-wrap: break-word !important;">核心電池片技術的突破具有舉足輕重的作用inkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; letter-spacing: 0.544px; text-align: justify; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 15px; visibility: visible; box-sizing: border-box !important; overflow-wrap: break-word !important;">。

portant; overflow-wrap: break-word !important; font-size: 15px; visibility: visible;">在A股中,中portant; overflow-wrap: break-word !important; font-size: 15px; visibility: visible;">來股portant; overflow-wrap: break-word !important; font-size: 15px; visibility: visible;">份從2019年就開始量產N型TOPCon電池及組件,是國內最早實現該技術電池GW級量產的portant; overflow-wrap: break-word !important; font-size: 15px; visibility: visible;">企業之一portant; overflow-wrap: break-word !important; font-size: 15px; visibility: visible;">。portant; overflow-wrap: break-word !important; font-size: 15px; visibility: visible;">自2016年以來,該公司N型產品累計出貨量約5.8GW。portant; overflow-wrap: break-word !important; font-size: 15px; visibility: visible;">據了解,中來是國內最早一批從事高效N型TOPCon雙面電池研發的企業之一,portant; overflow-wrap: break-word !important; font-size: 15px; visibility: visible;">目前擁有自主知識產權portant; overflow-wrap: break-word !important; font-size: 15px; visibility: visible;">的J-TOPportant; overflow-wrap: break-word !important; font-size: 15px; visibility: visible;">Con光伏技術portant; overflow-wrap: break-word !important; font-size: 15px; visibility: visible;">已進入2.0時代portant; overflow-wrap: break-word !important; font-size: 15px; visibility: visible;">,旨在將TOPCon電池的生產工序和成本逐步portant; overflow-wrap: break-word !important; font-size: 15px; visibility: visible;">縮減至趨于Pportant; overflow-wrap: break-word !important; font-size: 15px; visibility: visible;">ERC,在相同成portant; overflow-wrap: break-word !important; font-size: 15px; visibility: visible;">本水平的portant; overflow-wrap: break-word !important; font-size: 15px; visibility: visible;">條件下,技portant; overflow-wrap: break-word !important; font-size: 15px; visibility: visible;">術優勢更加明顯。山西中來portant; overflow-wrap: break-word !important; font-size: 15px; visibility: visible;">自6月份首片電池下線portant; overflow-wrap: break-word !important; font-size: 15px; visibility: visible;">以來,受到了市場portant; overflow-wrap: break-word !important; font-size: 15px; visibility: visible;">的廣泛關注,除公司自身組件生產需求外,也已有部分客戶前來洽談合作意向。

首批N型TOPCon182電池發貨!中來股份披露未來發展方向

inkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 12px; letter-spacing: normal; text-align: right; visibility: visible; box-sizing: border-box !important; overflow-wrap: break-word !important;">圖源:inkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 12px; letter-spacing: normal; text-align: right; visibility: visible; box-sizing: border-box !important; overflow-wrap: break-word !important;">公司官網portant; overflow-wrap: break-word !important; font-size: 15px; visibility: visible;">去年5月,在山西綜合改革示范區投資建設16GW電池智能制造工廠,總投資約56億元,總規劃面積609畝,是目前全球最大的同時基于182/210大尺寸硅片的GW級TOPCon 智能電池工廠。隨著本項目的逐步推進,中來的N型TOPCon電池產能將進一步擴大,N型技術產業化布局進一步完善。portant; overflow-wrap: break-word !important; font-size: 15px; color: rgb(0, 128, 255); visibility: visible;">/01/ 上半年業績portant; overflow-wrap: break-word !important; font-size: 15px;">此前,portant; overflow-wrap: break-word !important; font-size: 15px;">中來股份發布了2022年半年度報告,2022年上半年公司實現營收46.38億元,同比增長95%;歸母凈利潤portant; overflow-wrap: break-word !important; font-size: 15px;">2.31億元,同比增長642.89%;扣非后歸母凈利潤2.11億元,同比增長4330.21%。

首批N型TOPCon182電池發貨!中來股份披露未來發展方向

portant; overflow-wrap: break-word !important; font-size: 15px;">inkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 12px; letter-spacing: normal; box-sizing: border-box !important; overflow-wrap: break-word !important;">圖inkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 12px; letter-spacing: normal; box-sizing: border-box !important; overflow-wrap: break-word !important;">源:inkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 12px; letter-spacing: normal; box-sizing: border-box !important; overflow-wrap: break-word !important;">公告截圖值得一提的是,中來股份的三大主營業務光伏應用系統、光伏背板、電池組件均實現大幅增長。portant; overflow-wrap: break-word !important; font-size: 15px;">其中,電池部分,報告期內公司生產高效電池主要用于組件生產,portant; overflow-wrap: break-word !important; font-size: 15px; color: rgb(217, 33, 66);">N型TOPCon電池產能快速推進,這說明公司對該業務的發展持續看好。portant; overflow-wrap: break-word !important; font-size: 15px;">據統計,TOPCoportant; overflow-wrap: break-word !important; font-size: 15px;">n電池現有實際產能portant; overflow-wrap: break-word !important; font-size: 15px;">3.6GW,山西portant; overflow-wrap: break-word !important; font-size: 15px;">新建16GW,預計未來2-3年具備20GW左右的產能。portant; overflow-wrap: break-word !important; font-size: 15px;">產能建設的穩步推進portant; overflow-wrap: break-word !important; font-size: 15px;">,將為公司N型單晶產品的高效化、產能的規模化奠定基礎,有利于進一步提升產品的市場占有率。portant; overflow-wrap: break-word !important; color: rgb(0, 128, 255);">portant; overflow-wrap: break-word !important;">/02/公司技術portant; overflow-wrap: break-word !important; font-size: 15px;">中來股份是較早一批布局TOPCon電池的公司。其Popaid技術應用2.0代生產工藝,減少工序步驟至9步,最高量產效率可達24.5%,良率達到97%以上。公司已有老產能2.1GW(TOPCon1.0),新投產1.5GW(TOPCon2.0),新建16GW產線(TOPCon2.0)。portant; overflow-wrap: break-word !important; font-size: 15px;">與此同時,公司還在繼portant; overflow-wrap: break-word !important; font-size: 15px;">續研究portant; overflow-wrap: break-word !important; font-size: 15px;">TBC及疊層技術,預計未來技術路線是portant; overflow-wrap: break-word !important; font-size: 15px;">TOPCon3.0→TBCportant; overflow-wrap: break-word !important; font-size: 15px;">→疊層技術portant; overflow-wrap: break-word !important; font-size: 15px;">。portant; overflow-wrap: break-word !important; font-size: 15px;">此外,portant; overflow-wrap: break-word !important; font-size: 15px;">公司設有獨立的光伏薄膜材料工程技術研究中心及電池、組件技術研發中心,采用集成產品開發(IPD)流程管理體系,新產品及新技術開發工作流程明晰,建立了“應用研究—技術開發—產業化生產—市場開發及應用”于一體的研發流程,同時不斷加強與 IMEC、南京大學、南京航空航天大學、四川大學、蘇州大學、常熟理工學院等科研院所、高校的深度合作。

portant; overflow-wrap: break-word !important; font-size: 15px;">高效電池及組件業務方面,中來光電建有光伏技術工程研究中心,陸續推出N 型TOPCon雙面高效電池、Niwa Super大尺寸N型TOPCon組件、NiwaBlack全黑組件等產品。

首批N型TOPCon182電池發貨!中來股份披露未來發展方向

inkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; letter-spacing: normal; font-size: 12px; text-align: right; box-sizing: border-box !important; overflow-wrap: break-word !important;">圖源:inkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; letter-spacing: normal; font-size: 12px; text-align: right; box-sizing: border-box !important; overflow-wrap: break-word !important;">官網截圖portant; overflow-wrap: break-word !important; font-size: 15px;">portant; overflow-wrap: break-word !important; font-size: 15px; color: rgb(0, 128, 255);">/03/持續發展inkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; letter-spacing: 0.544px; text-align: justify;">不斷開拓新業務的同時,中來股份也沒有忘記穩固主營業務的相關優勢。inkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; letter-spacing: 0.544px; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 15px; box-sizing: border-box !important; overflow-wrap: break-word !important;">此前,公司業績受益于復合型背板原材料PVDF價格上漲,市占率行業第一,inkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; letter-spacing: 0.544px; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 15px; box-sizing: border-box !important; overflow-wrap: break-word !important;">今年一季度依然inkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; letter-spacing: 0.544px; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 15px; box-sizing: border-box !important; overflow-wrap: break-word !important;">維持約5800萬平米的高出貨量。inkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; letter-spacing: 0.544px; font-size: 15px;">可以預見的是,2022年中來股份的背板業務仍將繼續穩步增長,穩固自己的行業龍頭地位。inkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; letter-spacing: 0.544px; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 15px; box-sizing: border-box !important; overflow-wrap: break-word !important;">此外,公司的盈利能力有望持續改善。inkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; letter-spacing: 0.544px; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 15px; box-sizing: border-box !important; overflow-wrap: break-word !important;">今年一季度以來,公司在產能陸續釋放、出貨規模提升的情況下,降本增效,有望保持全年盈利水平的進一步提升。

portant; overflow-wrap: break-word !important; font-size: 15px;">總的來說,中來股份發展良好portant; overflow-wrap: break-word !important; font-size: 15px;">,盈利能力不斷改善的中來股份,未來不可限量。

inkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; letter-spacing: normal; font-size: 12px; text-align: right; box-sizing: border-box !important; overflow-wrap: break-word !important;">

首批N型TOPCon182電池發貨!中來股份披露未來發展方向

inkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; letter-spacing: normal; font-size: 12px; text-align: right; box-sizing: border-box !important; overflow-wrap: break-word !important;">圖源:inkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; letter-spacing: normal; font-size: 12px; text-align: right; box-sizing: border-box !important; overflow-wrap: break-word !important;">官網截圖portant; overflow-wrap: break-word !important; font-size: 15px;">inkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 15px; box-sizing: border-box !important; overflow-wrap: break-word !important;">目前一期首批4GW智能制造工廠已進入試產階段,董portant; overflow-wrap: break-word !important;">事長表示:“今天是個激動人心的日子,這是一個良好的開端,未來的路還很長,我們會越來越好。”