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;">9-21,山西中来高效单【dān】晶电池【chí】智能工厂【chǎng】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电池【chí】发货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电池发货!中来股份披露未来发展方向

图源:公司官网

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、钙钛矿等概念持【chí】续火热,光伏赛道【dào】再【zài】次站上风口。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、碳达【dá】峰”的大【dà】背【bèi】景下,国内市【shì】场需求增【zēng】长,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;">国家不断出【chū】台【tái】政策支持光伏行业发【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【qián】,光【guāng】伏产业正处于扩张【zhāng】阶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【hé】心【xīn】电池片技术的突破具有举足轻重【chóng】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【zhōng】,中portant; overflow-wrap: break-word !important; font-size: 15px; visibility: visible;">来股portant; overflow-wrap: break-word !important; font-size: 15px; visibility: visible;">份从2019年就开【kāi】始量产N型TOPCon电池及组件,是国内最【zuì】早实现该技术【shù】电池【chí】GW级量产的【de】portant; overflow-wrap: break-word !important; font-size: 15px; visibility: visible;">企业之一portant; overflow-wrap: break-word !important; font-size: 15px; visibility: visible;">。portant; overflow-wrap: break-word !important; font-size: 15px; visibility: visible;">自2016年以来,该公司N型【xíng】产品累计【jì】出货量约5.8GW。portant; overflow-wrap: break-word !important; font-size: 15px; visibility: visible;">据了解,中来【lái】是国内最【zuì】早【zǎo】一批【pī】从事高效【xiào】N型TOPCon双面电【diàn】池研发的企业之一,portant; overflow-wrap: break-word !important; font-size: 15px; visibility: visible;">目【mù】前拥【yōng】有自主知识产权【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光伏技术【shù】portant; overflow-wrap: break-word !important; font-size: 15px; visibility: visible;">已进入【rù】2.0时代portant; overflow-wrap: break-word !important; font-size: 15px; visibility: visible;">,旨在将TOPCon电池【chí】的生产工【gōng】序和成【chéng】本逐步portant; overflow-wrap: break-word !important; font-size: 15px; visibility: visible;">缩减至趋【qū】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【de】portant; overflow-wrap: break-word !important; font-size: 15px; visibility: visible;">条【tiáo】件下【xià】,技portant; overflow-wrap: break-word !important; font-size: 15px; visibility: visible;">术优【yōu】势更加明显。山西中来portant; overflow-wrap: break-word !important; font-size: 15px; visibility: visible;">自6月份首【shǒu】片【piàn】电池下线【xiàn】portant; overflow-wrap: break-word !important; font-size: 15px; visibility: visible;">以来,受【shòu】到了市场【chǎng】portant; overflow-wrap: break-word !important; font-size: 15px; visibility: visible;">的广泛关注,除公司【sī】自身组件【jiàn】生【shēng】产需【xū】求外【wài】,也已有部分客户前来【lái】洽谈合作意【yì】向。

首批N型TOPCon182电池发货!中来股份披露未来发展方向

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;">图源: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;">公司官网【wǎng】portant; overflow-wrap: break-word !important; font-size: 15px; visibility: visible;">去年5月,在【zài】山西综合改革示范区投资【zī】建设16GW电池智能【néng】制造工【gōng】厂,总投资【zī】约56亿元,总规划面【miàn】积609亩【mǔ】,是目【mù】前【qián】全【quán】球最【zuì】大的同时【shí】基于【yú】182/210大尺【chǐ】寸硅【guī】片的GW级TOPCon 智能电池工厂。随着【zhe】本项目的逐步【bù】推进,中来的N型TOPCon电池【chí】产能将进一步扩大,N型技术产业化布局进一步完【wán】善。portant; overflow-wrap: break-word !important; font-size: 15px; color: rgb(0, 128, 255); visibility: visible;">/01/ 上半【bàn】年业绩【jì】portant; overflow-wrap: break-word !important; font-size: 15px;">此前,portant; overflow-wrap: break-word !important; font-size: 15px;">中【zhōng】来股【gǔ】份发布了2022年半年【nián】度报告,2022年【nián】上半年【nián】公【gōng】司实现营【yíng】收46.38亿元,同比增长【zhǎng】95%;归母净利润portant; overflow-wrap: break-word !important; font-size: 15px;">2.31亿元,同比【bǐ】增【zēng】长642.89%;扣【kòu】非后归母净利润2.11亿元,同比【bǐ】增长4330.21%。

首批N型TOPCon182电池发货!中来股份披露未来发展方向

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;">图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;">公告截图值得一提的是,中来股【gǔ】份的三大【dà】主营业务光伏应【yīng】用系统【tǒng】、光伏背板【bǎn】、电池组件均实【shí】现大幅增长。portant; overflow-wrap: break-word !important; font-size: 15px;">其中,电池部分【fèn】,报【bào】告【gào】期内【nèi】公【gōng】司生产高效电池主要用【yòng】于组件生产,portant; overflow-wrap: break-word !important; font-size: 15px; color: rgb(217, 33, 66);">N型TOPCon电【diàn】池产能快速推进,这说明公司对该业务的发【fā】展持续看【kàn】好。portant; overflow-wrap: break-word !important; font-size: 15px;">据【jù】统【tǒng】计,TOPCoportant; overflow-wrap: break-word !important; font-size: 15px;">n电【diàn】池现有实际产能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,预计未来【lái】9-21年具备20GW左右的产能。portant; overflow-wrap: break-word !important; font-size: 15px;">产能建设的【de】稳步推进portant; overflow-wrap: break-word !important; font-size: 15px;">,将为公司【sī】N型单晶【jīng】产品的高【gāo】效化、产【chǎn】能【néng】的规模化奠定基【jī】础,有利于进一步提升产【chǎn】品的市场占有率【lǜ】。portant; overflow-wrap: break-word !important; color: rgb(0, 128, 255);">portant; overflow-wrap: break-word !important;">/02/公司技术portant; overflow-wrap: break-word !important; font-size: 15px;">中来【lái】股份是较早一批布局TOPCon电池的公【gōng】司。其Popaid技术应用2.0代生产工艺【yì】,减少工序步【bù】骤至【zhì】9步,最【zuì】高量【liàng】产【chǎn】效率可达24.5%,良率达【dá】到97%以上。公司已【yǐ】有老产能2.1GW(TOPCon1.0),新【xīn】投产1.5GW(TOPCon2.0),新建16GW产【chǎn】线(TOPCon2.0)。portant; overflow-wrap: break-word !important; font-size: 15px;">与此【cǐ】同时,公司还【hái】在继【jì】portant; overflow-wrap: break-word !important; font-size: 15px;">续研究portant; overflow-wrap: break-word !important; font-size: 15px;">TBC及叠层技【jì】术,预计未来技术路【lù】线是portant; overflow-wrap: break-word !important; font-size: 15px;">TOPCon3.0→TBCportant; overflow-wrap: break-word !important; font-size: 15px;">→叠层【céng】技术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;">公司设有独立的【de】光伏【fú】薄【báo】膜材【cái】料工程技术研究中心及电池、组【zǔ】件技术研发【fā】中心,采【cǎi】用集成产品开发(IPD)流程【chéng】管理体【tǐ】系,新产品【pǐn】及新技【jì】术开发工【gōng】作流程明晰,建立了“应【yīng】用【yòng】研究—技术开发【fā】—产业化【huà】生产—市场开发及应用”于一体【tǐ】的研发流程,同时不断加强【qiáng】与 IMEC、南京大【dà】学、南京【jīng】航空航天大学、四【sì】川大学、苏州大学、常【cháng】熟理工【gōng】学【xué】院【yuàn】等科研院所、高校的深度合作。

portant; overflow-wrap: break-word !important; font-size: 15px;">高效电池及组件业务方面,中【zhōng】来光【guāng】电建有光伏技术工【gōng】程研究中【zhōng】心,陆续推出N 型TOPCon双【shuāng】面高效电池、Niwa Super大尺寸N型TOPCon组件、NiwaBlack全黑组件等【děng】产【chǎn】品。

首批N型TOPCon182电池发货!中来股份披露未来发展方向

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;">图源: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;">官网【wǎng】截图portant; overflow-wrap: break-word !important; font-size: 15px;">portant; overflow-wrap: break-word !important; font-size: 15px; color: rgb(0, 128, 255);">/03/持续发展inkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; letter-spacing: 0.544px; text-align: justify;">不【bú】断开拓新业【yè】务的同时,中【zhōng】来【lái】股份也没有【yǒu】忘记【jì】稳固主【zhǔ】营【yíng】业务的相关优势。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【cǐ】前【qián】,公司业绩受益于复合型背板原材料PVDF价格【gé】上涨,市占率行【háng】业【yè】第【dì】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【nián】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;">维持约5800万【wàn】平米【mǐ】的高【gāo】出货量。inkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; letter-spacing: 0.544px; font-size: 15px;">可以预见的是,2022年中【zhōng】来股份的背板业务仍将继续稳步增长,稳【wěn】固自【zì】己【jǐ】的行业龙头【tóu】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【néng】力有【yǒu】望【wàng】持续改【gǎi】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;">今年一季度以来【lái】,公司在产【chǎn】能陆续释放、出货规【guī】模【mó】提【tí】升的情况下,降本增效,有【yǒu】望保持全【quán】年盈利水平的【de】进一步【bù】提升。

portant; overflow-wrap: break-word !important; font-size: 15px;">总的来说【shuō】,中来股份发展良好portant; overflow-wrap: break-word !important; font-size: 15px;">,盈【yíng】利能力不断【duàn】改善的中来【lái】股份【fèn】,未来不【bú】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电池发货!中来股份披露未来发展方向

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;">图源: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【guān】网截图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【zào】工厂已【yǐ】进入试【shì】产【chǎn】阶段,董portant; overflow-wrap: break-word !important;">事长表示:“今天是【shì】个激动人心的日子,这是【shì】一【yī】个良好的开【kāi】端,未来的路还很长【zhǎng】,我们会越来越好【hǎo】。”