继续押注BC以求破局隆基绿能逆势宣布32亿元扩产计划

新京报07-12

新京报贝壳财经讯（记者朱玥怡）发布近年首份预亏的中报预告后，隆基绿能（601012.SH）在7月12日晚公布了一项扩产计划，继续加码BC产能。据公司公告，拟投资32.06亿元建设隆基绿能光伏（西咸新区）一期年产12.5GW高效BC电池项目，项目预计2024年底开始投产，2025年6月全部投产。“本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……突破行业同质化竞争格局。”隆基绿能在公告中表示...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024071221232595ad932c&s=b><strong>新京报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>新京报贝壳财经讯（记者朱玥怡）发布近年首份预亏的中报预告后，隆基绿能（601012.SH）在7月12日晚公布了一项扩产计划，继续加码BC产能。据公司公告，拟投资32.06亿元建设隆基绿能光伏（西咸新区）一期年产12.5GW高效BC电池项目，项目预计2024年底开始投产，2025年6月全部投产。“本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……突破行业同质化竞争格局。”隆基绿能在公告中表示...</p>\n\n<a 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production expansion plan","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"601012":1},"content_text":"新京报贝壳财经讯（记者朱玥怡）发布近年首份预亏的中报预告后，隆基绿能（601012.SH）在7月12日晚公布了一项扩产计划，继续加码BC产能。据公司公告，拟投资32.06亿元建设隆基绿能光伏（西咸新区）一期年产12.5GW高效BC电池项目，项目预计2024年底开始投产，2025年6月全部投产。“本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……突破行业同质化竞争格局。”隆基绿能在公告中表示，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。公告显示，隆基绿能此项投资的资金来源为公司自有资金、银行贷款和公司债筹集。就项目风险，隆基绿能亦表示，如未来供需矛盾持续周期较长，可能导致项目收益不及预期。数日前隆基绿能发布了首份预亏的半年度业绩预告，预计2024年半年度实现归属于上市公司股东的净亏损为48.00亿元到55.00亿元。今年一季度隆基绿能的亏损为23.50亿元，意味着今年二季度的亏损在24.5亿元至31.5亿元左右。隆基绿能在预告中表示，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，本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。贝壳财经记者关注到，在业绩预告中，隆基绿能除产业链降价外，还不太常见地提到了来自参股硅料企业的收益减少。根据隆基绿能此前披露，其在硅料环节主要的合作伙伴为通威股份（600438.SH），参股了后者旗下的四川永祥与云南通威两家硅料生产企业，持股比例分别为15%、49%。2023年四川永祥与云南通威各自实现净利润77.89亿元、30.89亿元，如按照持股比例计算，隆基绿能从这两家企业获得的投资收益大致合计27亿元，在公司当年107.51亿元的整体归母净利润中占的比重约为25%。作为曾经光伏板块市值最高的“光伏茅”，隆基绿能已将度过这轮产业周期的希望押在了BC技术路线上。在7月4日的调研中，隆基绿能董事长钟宝申表示，2024年会是公司非常艰难的一年，也会是行业艰难的一年，2025年公司将会率先回到增长轨道，会先于光伏行业进入到复苏状态。据钟宝申介绍，公司从现在开始会大规模投资BC二代产能建设，到明年会有大量BC二代产品投向市场。他特别提到，在地面电站市场，采用HPBC2.0电池技术的Hi-MO9组件产品较公司自己的TOPCon产品的平均溢价是20%左右。（文章来源：新京报）","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 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继续押注BC以求破局 隆基绿能逆势宣布32亿元扩产计划

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继续押注BC以求破局隆基绿能逆势宣布32亿元扩产计划