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【gōng】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电池发【fā】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【xù】火【huǒ】热,光伏赛道【dào】再次站上风口。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、碳达峰”的大【dà】背景下【xià】,国内市场需【xū】求【qiú】增长,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【bú】断出台政策支持【chí】光【guāng】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【kuò】张阶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;">核心电池片技术的突【tū】破具有【yǒu】举【jǔ】足【zú】轻重的作用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【zài】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【nèi】最早实现该技【jì】术电池GW级量产的portant; overflow-wrap: break-word !important; font-size: 15px; visibility: visible;">企业【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【nián】以来,该公司N型产品累【lèi】计出【chū】货量约5.8GW。portant; overflow-wrap: break-word !important; font-size: 15px; visibility: visible;">据了解,中来是【shì】国内最早一批从事【shì】高效【xiào】N型TOPCon双面电池研【yán】发的【de】企【qǐ】业之一,portant; overflow-wrap: break-word !important; font-size: 15px; visibility: visible;">目【mù】前拥有自主知识产权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【fú】技术【shù】portant; overflow-wrap: break-word !important; font-size: 15px; visibility: visible;">已进入2.0时【shí】代portant; overflow-wrap: break-word !important; font-size: 15px; visibility: visible;">,旨在将TOPCon电池【chí】的生产工序【xù】和成本逐步portant; overflow-wrap: break-word !important; font-size: 15px; visibility: visible;">缩减【jiǎn】至趋于Pportant; overflow-wrap: break-word !important; font-size: 15px; visibility: visible;">ERC,在相同【tóng】成portant; overflow-wrap: break-word !important; font-size: 15px; visibility: visible;">本水【shuǐ】平的【de】portant; overflow-wrap: break-word !important; font-size: 15px; visibility: visible;">条件【jiàn】下,技【jì】portant; overflow-wrap: break-word !important; font-size: 15px; visibility: visible;">术优势更加【jiā】明显【xiǎn】。山西【xī】中来【lái】portant; overflow-wrap: break-word !important; font-size: 15px; visibility: visible;">自6月份【fèn】首【shǒu】片电池下线【xiàn】portant; overflow-wrap: break-word !important; font-size: 15px; visibility: visible;">以来,受到了【le】市【shì】场portant; overflow-wrap: break-word !important; font-size: 15px; visibility: visible;">的广泛【fàn】关注,除公司【sī】自【zì】身组件生产需求外,也已有部分客户前来洽谈合【hé】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【gōng】司官网【wǎng】portant; overflow-wrap: break-word !important; font-size: 15px; visibility: visible;">去【qù】年5月,在山【shān】西【xī】综合【hé】改革示范区投资建【jiàn】设16GW电池智能制【zhì】造工厂,总投【tóu】资约56亿元,总【zǒng】规划面积609亩,是目【mù】前【qián】全球最大的同时基于182/210大尺寸【cùn】硅【guī】片的GW级【jí】TOPCon 智能电【diàn】池工厂。随着本项目【mù】的逐步推进,中来的N型TOPCon电池【chí】产能将进【jìn】一步【bù】扩大,N型技【jì】术产业化布【bù】局进一步完善【shàn】。portant; overflow-wrap: break-word !important; font-size: 15px; color: rgb(0, 128, 255); visibility: visible;">/01/ 上半年业【yè】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【lái】股份发【fā】布了2022年半年度报告,2022年上半年公司实【shí】现营收46.38亿【yì】元,同比增【zēng】长95%;归母净利润portant; overflow-wrap: break-word !important; font-size: 15px;">2.31亿【yì】元【yuán】,同比增长642.89%;扣非后归母净【jìng】利【lì】润2.11亿【yì】元,同比增长【zhǎng】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,中来股份的三大主营业务光伏应【yīng】用系统、光【guāng】伏背【bèi】板、电池组件均实现【xiàn】大【dà】幅【fú】增长【zhǎng】。portant; overflow-wrap: break-word !important; font-size: 15px;">其中,电池【chí】部分,报告期内公【gōng】司生产高效【xiào】电【diàn】池主【zhǔ】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电池产【chǎn】能【néng】快速推进,这说明公司对该【gāi】业【yè】务的【de】发展【zhǎn】持续看好。portant; overflow-wrap: break-word !important; font-size: 15px;">据统【tǒng】计,TOPCoportant; overflow-wrap: break-word !important; font-size: 15px;">n电池【chí】现有实际产能【néng】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9-21年具【jù】备20GW左右的【de】产能。portant; overflow-wrap: break-word !important; font-size: 15px;">产【chǎn】能建设的稳步【bù】推进portant; overflow-wrap: break-word !important; font-size: 15px;">,将为公【gōng】司【sī】N型单【dān】晶产品的高效化、产能的规模化【huà】奠定基【jī】础【chǔ】,有利【lì】于进一步提升产【chǎn】品的市场占【zhàn】有率。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;">中来股份是较早一批布【bù】局TOPCon电池的【de】公司。其Popaid技【jì】术应【yīng】用2.0代生产工艺,减少工【gōng】序步骤至9步,最高量产效率可达24.5%,良率达到97%以【yǐ】上【shàng】。公司【sī】已有老产能2.1GW(TOPCon1.0),新投【tóu】产1.5GW(TOPCon2.0),新【xīn】建16GW产线【xiàn】(TOPCon2.0)。portant; overflow-wrap: break-word !important; font-size: 15px;">与此同时,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【céng】技术,预计未来技【jì】术路线是【shì】portant; overflow-wrap: break-word !important; font-size: 15px;">TOPCon3.0→TBCportant; overflow-wrap: break-word !important; font-size: 15px;">→叠层技【jì】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【shè】有独立的光伏【fú】薄膜材【cái】料工程技术研究中心及电池、组件技【jì】术研发中心,采用【yòng】集成产品开【kāi】发【fā】(IPD)流程管理体系,新产【chǎn】品【pǐn】及【jí】新技【jì】术开发工作流程明【míng】晰,建【jiàn】立了“应用研究—技术开发—产业化生产—市场开【kāi】发及应用”于【yú】一体【tǐ】的【de】研【yán】发流程,同时【shí】不断加强与 IMEC、南京【jīng】大学、南【nán】京航空航天大学【xué】、四川【chuān】大学、苏州大学、常【cháng】熟【shú】理工学院等科研院所、高校的深度【dù】合作。

portant; overflow-wrap: break-word !important; font-size: 15px;">高【gāo】效电池及组件业【yè】务方面,中来光【guāng】电建【jiàn】有光【guāng】伏技术工程研究中心【xīn】,陆续【xù】推出N 型TOPCon双面高效电池、Niwa Super大尺【chǐ】寸N型【xíng】TOPCon组件【jiàn】、NiwaBlack全黑组件等产品。

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;">官网截【jié】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;">不断【duàn】开拓新业务的同时,中来股份也【yě】没有忘【wàng】记稳固主营业【yè】务【wù】的【de】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;">此前【qián】,公【gōng】司【sī】业【yè】绩受益【yì】于复合型背板【bǎn】原材料PVDF价格上涨,市占率行业第一,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【dù】依【yī】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5800万平米的高【gāo】出【chū】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【kě】以【yǐ】预见的是,2022年【nián】中来股份的背板业务仍【réng】将继续【xù】稳步增【zēng】长,稳固自【zì】己【jǐ】的行业龙头地位。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【cǐ】外,公司【sī】的盈利能力【lì】有望持续改【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【yī】季度【dù】以来,公司在【zài】产能陆续【xù】释放、出货【huò】规模提升的情况下【xià】,降本增【zēng】效,有望保持全年【nián】盈利水【shuǐ】平的进一【yī】步提升。

portant; overflow-wrap: break-word !important; font-size: 15px;">总的来说,中来股【gǔ】份【fèn】发展良好【hǎo】portant; overflow-wrap: break-word !important; font-size: 15px;">,盈【yíng】利能力不断改善【shàn】的中来股份,未来【lái】不可【kě】限量【liàng】。

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【jié】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【pī】4GW智能制造工厂【chǎng】已进入【rù】试产阶段,董portant; overflow-wrap: break-word !important;">事长表【biǎo】示:“今天是【shì】个激动人心的日【rì】子,这是一【yī】个良好的开端,未来【lái】的路还很长,我们会【huì】越【yuè】来【lái】越好。”