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、钙钛矿等概念持续火热，光伏赛道再次站上风口。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”的大背景下，国内市场需求增长，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;">国家不断出台政策支持光伏行业发展。inkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; letter-spacing: 0.544px; text-align: justify; 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，光伏产业正处于扩张阶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破具有举足轻重的作用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A股中，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年就开始量产N型TOPCon电池及组件，是国内最早实现该技术电池GW级量产的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型产品累计出货量约5.8GW。portant; overflow-wrap: break-word !important; font-size: 15px; visibility: visible;">据了解，中来是国内最早一批从事高效N型TOPCon双面电池研发的企业之一，portant; overflow-wrap: break-word !important; font-size: 15px; visibility: visible;">目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光伏技术portant; overflow-wrap: break-word !important; font-size: 15px; visibility: visible;">已进入2.0时代portant; overflow-wrap: break-word !important; font-size: 15px; visibility: visible;">，旨在将TOPCon电池的生产工序和成本逐步portant; overflow-wrap: break-word !important; font-size: 15px; visibility: visible;">缩减至趋于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;">条件下，技portant; overflow-wrap: break-word !important; font-size: 15px; visibility: visible;">术优势更加明显。山西中来portant; overflow-wrap: break-word !important; font-size: 15px; visibility: visible;">自6月份首片电池下线portant; overflow-wrap: break-word !important; font-size: 15px; visibility: visible;">以来，受到了市场portant; overflow-wrap: break-word !important; font-size: 15px; visibility: visible;">的广泛关注，除公司自身组件生产需求外，也已有部分客户前来洽谈合作意向。

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portant; overflow-wrap: break-word !important; font-size: 15px; visibility: visible;">去年5月，在山西综合改革示范区投资建设16GW电池智能制造工厂，总投资约56亿元，总规划面积609亩，是目前全球最大的同时基于182/210大尺寸硅片的GW级TOPCon 智能电池工厂。随着本项目的逐步推进，中来的N型TOPCon电池产能将进一步扩大，N型技术产业化布局进一步完善。portant; overflow-wrap: break-word !important; font-size: 15px; color: rgb(0, 128, 255); visibility: visible;">/01/ 上半年业绩portant; overflow-wrap: break-word !important; font-size: 15px;">此前，portant; overflow-wrap: break-word !important; font-size: 15px;">中来股份发布了2022年半年度报告，2022年上半年公司实现营收46.38亿元，同比增长95%；归母净利润portant; overflow-wrap: break-word !important; font-size: 15px;">2.31亿元，同比增长642.89%；扣非后归母净利润2.11亿元，同比增长4330.21%。
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用系统、光伏背板、电池组件均实现大幅增长。portant; overflow-wrap: break-word !important; font-size: 15px;">其中，电池部分，报告期内公司生产高效电池主要用于组件生产，portant; overflow-wrap: break-word !important; font-size: 15px; color: rgb(217, 33, 66);">N型TOPCon电池产能快速推进，这说明公司对该业务的发展持续看好。portant; overflow-wrap: break-word !important; font-size: 15px;">据统计，TOPCoportant; overflow-wrap: break-word !important; font-size: 15px;">n电池现有实际产能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2-3年具备20GW左右的产能。portant; overflow-wrap: break-word !important; font-size: 15px;">产能建设的稳步推进portant; overflow-wrap: break-word !important; font-size: 15px;">，将为公司N型单晶产品的高效化、产能的规模化奠定基础，有利于进一步提升产品的市场占有率。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局TOPCon电池的公司。其Popaid技术应用2.0代生产工艺，减少工序步骤至9步，最高量产效率可达24.5%，良率达到97%以上。公司已有老产能2.1GW(TOPCon1.0)，新投产1.5GW(TOPCon2.0)，新建16GW产线(TOPCon2.0)。portant; overflow-wrap: break-word !important; font-size: 15px;">与此同时，公司还在继portant; overflow-wrap: break-word !important; font-size: 15px;">续研究portant; overflow-wrap: break-word !important; font-size: 15px;">TBC及叠层技术，预计未来技术路线是portant; overflow-wrap: break-word !important; font-size: 15px;">TOPCon3.0→TBCportant; overflow-wrap: break-word !important; font-size: 15px;">→叠层技术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;">公司设有独立的光伏薄膜材料工程技术研究中心及电池、组件技术研发中心，采用集成产品开发(IPD)流程管理体系，新产品及新技术开发工作流程明晰，建立了“应用研究—技术开发—产业化生产—市场开发及应用”于一体的研发流程，同时不断加强与 IMEC、南京大学、南京航空航天大学、四川大学、苏州大学、常熟理工学院等科研院所、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，中来光电建有光伏技术工程研究中心，陆续推出N 型TOPCon双面高效电池、Niwa Super大尺寸N型TOPCon组件、NiwaBlack全黑组件等产品。
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;">不断开拓新业务的同时，中来股份也没有忘记稳固主营业务的相关优势。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;">此前，公司业绩受益于复合型背板原材料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5800万平米的高出货量。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年中来股份的背板业务仍将继续稳步增长，稳固自己的行业龙头地位。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;">此外，公司的盈利能力有望持续改善。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;">今年一季度以来，公司在产能陆续释放、出货规模提升的情况下，降本增效，有望保持全年盈利水平的进一步提升。
portant; overflow-wrap: break-word !important; font-size: 15px;">总的来说，中来股份发展良好portant; overflow-wrap: break-word !important; font-size: 15px;">，盈利能力不断改善的中来股份，未来不可限量。
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;">
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智能制造工厂已进入试产阶段，董portant; overflow-wrap: break-word !important;">事长表示：“今天是个激动人心的日子，这是一个良好的开端，未来的路还很长，我们会越来越好。”

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