豪掷32亿元！隆基绿能拟投建BC电池项目，上半年最高预亏55亿元

读创客户端07-12

隆基绿能(601012)7月12日晚间公告，公司于2024年上半年推出自主研发的高效HPBC 2.0电池技术（以下简称“BC二代技术”），经过充分的研发论证、生态链搭建以及市场推广，公司BC二代技术已经具备大规模量产条件。为加快推动BC二代技术产业化，根据产能布局规划，公司拟在陕西省西咸新区泾河新城投资建设隆基绿能光伏（西咸新区）一期年产12.5GW高效BC电池项目，预计总投资金额32.06亿元（...

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LONGi Green Energy plans to invest in a BC battery project, with a maximum loss of 5.5 billion yuan in the first half of the year","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"159796":1,"601012":1},"content_text":"隆基绿能(601012)7月12日晚间公告，公司于2024年上半年推出自主研发的高效HPBC 2.0电池技术（以下简称“BC二代技术”），经过充分的研发论证、生态链搭建以及市场推广，公司BC二代技术已经具备大规模量产条件。为加快推动BC二代技术产业化，根据产能布局规划，公司拟在陕西省西咸新区泾河新城投资建设隆基绿能光伏（西咸新区）一期年产12.5GW高效BC电池项目，预计总投资金额32.06亿元（含流动资金），其中固定资产投资27.49亿元（含部分存量资产改造和利用），流动资金4.57亿元。根据公告，目前隆基绿能已完成了BC二代技术的研发、中试、工艺方案设计和设备选型规划，待项目基础设施具备生产使用条件后将尽快启动生产设备安装调试工作，该项目预计2024年底开始投产，2025年6月全部投产。隆基绿能表示，该项目产品为公司自主研发的BC二代高效电池，依托公司最新开发的N型泰睿硅片和先进的复合钝化技术，电池效率可高达26.6%，组件端产品功率高达660W，较TOPCon产品实现了转换效率和性能的大幅提升。项目的实施将加快推动公司BC二代高效产品的规模化量产，以创新的高壁垒技术，突破行业同质化竞争格局，通过前瞻性布局引领行业下一代产业技术迭代，进一步打造公司的长期可持续竞争能力和优势。今年以来，隆基绿能业绩承压。7月9日晚间，隆基绿能披露了2024年上半年业绩预告，公司预计报告期内实现归属净利润亏损48亿元—55亿元，同比转亏。对于业绩亏损，隆基绿能解释称，报告期内，公司加大了对光伏终端市场的产品及服务投入，实现组件销量同比增长；但受制于光伏行业整体供需错配、各环节主要产品市场销售价格大幅下降的影响，导致与上年同期相比，报告期内增量不增收、对参股硅料企业的投资收益减少，预计计提存货减值金额45亿元到48亿元，短期盈利承压。值得一提的是，今年一季度，隆基绿能实现营收176.74亿元，同比下降37.59%；净亏损23.5亿元，同比下降164.61%，是光伏设备行业64家上市公司中一季度净亏损最多的公司。资料显示，隆基绿能致力于成为全球最具价值的太阳能科技公司，聚焦科技创新，构建单晶硅片、电池组件、工商业分布式解决方案、绿色能源解决方案、氢能装备五大业务板块。二级市场上，隆基绿能市值在7月8日跌破千亿元，该股上一次总市值不足1000亿元，是在2020年4月10日当周。目前公司市值重回千亿元大关，截至7月12日收盘，隆基绿能跌0.28%报14.18元/股，总市值1075亿元。来源：读创财经","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.26.2","shortVersion":"4.26.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2450586463"}