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(lái)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(fā)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(fā)貨!中來(lái)股份披露未來(lái)發(fā)展方向

圖源:公司官網(wǎng)

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(xù)火熱,光伏賽道再次站上風(fēng)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(dá)峰”的大背景下,國(guó)內(nèi)市場(chǎng)需求增長(zhǎng),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(guó)家不斷出臺(tái)政策支持光伏行業(yè)發(fā)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(chǎn)業(yè)正處于擴(kuò)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(shù)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(lái)股portant; overflow-wrap: break-word !important; font-size: 15px; visibility: visible;">份從2019年就開(kāi)始量產(chǎn)N型TOPCon電池及組件,是國(guó)內(nèi)最早實(shí)現(xiàn)該技術(shù)電池GW級(jí)量產(chǎn)的portant; overflow-wrap: break-word !important; font-size: 15px; visibility: visible;">企業(yè)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(lái),該公司N型產(chǎn)品累計(jì)出貨量約5.8GW。portant; overflow-wrap: break-word !important; font-size: 15px; visibility: visible;">據(jù)了解,中來(lái)是國(guó)內(nèi)最早一批從事高效N型TOPCon雙面電池研發(fā)的企業(yè)之一,portant; overflow-wrap: break-word !important; font-size: 15px; visibility: visible;">目前擁有自主知識(shí)產(chǎn)權(quán)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(shù)portant; overflow-wrap: break-word !important; font-size: 15px; visibility: visible;">已進(jìn)入2.0時(shí)代portant; overflow-wrap: break-word !important; font-size: 15px; visibility: visible;">,旨在將TOPCon電池的生產(chǎn)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(shù)優(yōu)勢(shì)更加明顯。山西中來(lái)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(lái),受到了市場(chǎng)portant; overflow-wrap: break-word !important; font-size: 15px; visibility: visible;">的廣泛關(guān)注,除公司自身組件生產(chǎn)需求外,也已有部分客戶前來(lái)洽談合作意向。

首批N型TOPCon182電池發(fā)貨!中來(lái)股份披露未來(lái)發(fā)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(wǎng)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(qū)投資建設(shè)16GW電池智能制造工廠,總投資約56億元,總規(guī)劃面積609畝,是目前全球最大的同時(shí)基于182/210大尺寸硅片的GW級(jí)TOPCon 智能電池工廠。隨著本項(xiàng)目的逐步推進(jìn),中來(lái)的N型TOPCon電池產(chǎn)能將進(jìn)一步擴(kuò)大,N型技術(shù)產(chǎn)業(yè)化布局進(jìn)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(yè)績(jī)portant; overflow-wrap: break-word !important; font-size: 15px;">此前,portant; overflow-wrap: break-word !important; font-size: 15px;">中來(lái)股份發(fā)布了2022年半年度報(bào)告,2022年上半年公司實(shí)現(xiàn)營(yíng)收46.38億元,同比增長(zhǎng)95%;歸母凈利潤(rùn)portant; overflow-wrap: break-word !important; font-size: 15px;">2.31億元,同比增長(zhǎng)642.89%;扣非后歸母凈利潤(rùn)2.11億元,同比增長(zhǎng)4330.21%。

首批N型TOPCon182電池發(fā)貨!中來(lái)股份披露未來(lái)發(fā)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(lái)股份的三大主營(yíng)業(yè)務(wù)光伏應(yīng)用系統(tǒng)、光伏背板、電池組件均實(shí)現(xiàn)大幅增長(zhǎng)。portant; overflow-wrap: break-word !important; font-size: 15px;">其中,電池部分,報(bào)告期內(nèi)公司生產(chǎn)高效電池主要用于組件生產(chǎn),portant; overflow-wrap: break-word !important; font-size: 15px; color: rgb(217, 33, 66);">N型TOPCon電池產(chǎn)能快速推進(jìn),這說(shuō)明公司對(duì)該業(yè)務(wù)的發(fā)展持續(xù)看好。portant; overflow-wrap: break-word !important; font-size: 15px;">據(jù)統(tǒng)計(jì),TOPCoportant; overflow-wrap: break-word !important; font-size: 15px;">n電池現(xiàn)有實(shí)際產(chǎn)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(yù)計(jì)未來(lái)2-3年具備20GW左右的產(chǎn)能。portant; overflow-wrap: break-word !important; font-size: 15px;">產(chǎn)能建設(shè)的穩(wěn)步推進(jìn)portant; overflow-wrap: break-word !important; font-size: 15px;">,將為公司N型單晶產(chǎn)品的高效化、產(chǎn)能的規(guī)模化奠定基礎(chǔ),有利于進(jìn)一步提升產(chǎn)品的市場(chǎng)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(shù)portant; overflow-wrap: break-word !important; font-size: 15px;">中來(lái)股份是較早一批布局TOPCon電池的公司。其Popaid技術(shù)應(yīng)用2.0代生產(chǎn)工藝,減少工序步驟至9步,最高量產(chǎn)效率可達(dá)24.5%,良率達(dá)到97%以上。公司已有老產(chǎn)能2.1GW(TOPCon1.0),新投產(chǎn)1.5GW(TOPCon2.0),新建16GW產(chǎn)線(TOPCon2.0)。portant; overflow-wrap: break-word !important; font-size: 15px;">與此同時(shí),公司還在繼portant; overflow-wrap: break-word !important; font-size: 15px;">續(xù)研究portant; overflow-wrap: break-word !important; font-size: 15px;">TBC及疊層技術(shù),預(yù)計(jì)未來(lái)技術(shù)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(shù)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(shè)有獨(dú)立的光伏薄膜材料工程技術(shù)研究中心及電池、組件技術(shù)研發(fā)中心,采用集成產(chǎn)品開(kāi)發(fā)(IPD)流程管理體系,新產(chǎn)品及新技術(shù)開(kāi)發(fā)工作流程明晰,建立了“應(yīng)用研究—技術(shù)開(kāi)發(fā)—產(chǎn)業(yè)化生產(chǎn)—市場(chǎng)開(kāi)發(fā)及應(yīng)用”于一體的研發(fā)流程,同時(shí)不斷加強(qiáng)與 IMEC、南京大學(xué)、南京航空航天大學(xué)、四川大學(xué)、蘇州大學(xué)、常熟理工學(xué)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(yè)務(wù)方面,中來(lái)光電建有光伏技術(shù)工程研究中心,陸續(xù)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(chǎn)品。

首批N型TOPCon182電池發(fā)貨!中來(lái)股份披露未來(lái)發(fā)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(wǎng)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(xù)發(fā)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(kāi)拓新業(yè)務(wù)的同時(shí),中來(lái)股份也沒(méi)有忘記穩(wěn)固主營(yíng)業(yè)務(wù)的相關(guān)優(yōu)勢(shì)。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(yè)績(jī)受益于復(fù)合型背板原材料PVDF價(jià)格上漲,市占率行業(yè)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(wàn)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(yù)見(jiàn)的是,2022年中來(lái)股份的背板業(yè)務(wù)仍將繼續(xù)穩(wěn)步增長(zhǎng),穩(wěn)固自己的行業(yè)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(xù)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(lái),公司在產(chǎn)能陸續(xù)釋放、出貨規(guī)模提升的情況下,降本增效,有望保持全年盈利水平的進(jìn)一步提升。

portant; overflow-wrap: break-word !important; font-size: 15px;">總的來(lái)說(shuō),中來(lái)股份發(fā)展良好portant; overflow-wrap: break-word !important; font-size: 15px;">,盈利能力不斷改善的中來(lái)股份,未來(lái)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(fā)貨!中來(lái)股份披露未來(lái)發(fā)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(wǎng)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(jìn)入試產(chǎn)階段,董portant; overflow-wrap: break-word !important;">事長(zhǎng)表示:“今天是個(gè)激動(dòng)人心的日子,這是一個(gè)良好的開(kāi)端,未來(lái)的路還很長(zhǎng),我們會(huì)越來(lái)越好。”