中信建投:海外光伏產品有望價格維持高位,預計電池片出口廠商有望分走部分利潤
中信建投表示,由於美國電池供給相對緊缺,美國光伏產品有望價格維持高位,預計電池片出口廠商有望分走部分利潤。關注中國光伏龍頭美國、中東、東南亞等地區建廠進展。目前頭部廠商積極推動美國本土產能建設,根據各公司公吿,其中天合光能美國5GW組件、印尼1GW電池組件產能正在建設;隆基綠能美國5GW合資工廠在今年一季度已投產;晶科能源2024年底前預計投產2GW美國組件產能;晶澳科技美國2GW組件產能預計將於今年投產;阿特斯5GW組件產能已於2023年底投產,目前正在爬坡,5GW TOPCon電池預計將在25年投產。此外,晶科能源、天合天能、鈞達股份、TCL中環等頭部廠商積極佈局中東產能,橫店東磁2GW東南亞電池產能已投產,預計8-10月進入產能爬坡期。
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