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2017电池片出货排名

回顾过去两年,尽管电池片环节的毛利润波动较大,仍有不少厂商继续扩充电池片产能,使得每年的电池片排名都略有波动。根据PV InfoLink数据库显示,若不计入垂直整合厂对自有组件的出货,2017电池片出货量最大的厂商为超过4GW的通威太阳能,其次依序为茂迪、昱晶、爱旭、英稳达,合计有超过12GW的电池片出货量。

而今年不仅义乌爱旭的新产能投入市场,通威在成都的扩产预计也将在年底释放,预期今年出货排名将由通威、爱旭包办第一、第二名,且光是两家厂商的2018年电池片出货可能就超过10GW。另外,其余大陆电池片厂商,如顺风、润阳等,也有扩产计划持续进行,故纵使今年不少垂直整合组件厂的电池片产能扩充幅度小于组件,预期仍足以购得足够电池片。

值得注意的是,虽横店东磁未名列电池片出货前五,但若观察大陆电池片出口统计,横店东磁为2017年出口数量最多的电池片厂商,在大陆2017全年3.4GW左右的电池片出口中拿下了超过10%的占有率,出口地点涵盖亚洲、欧洲与北美区域。

观察今年的市况,由于过去一年高效产品的效率不断提升、成本也有显著下降,今年市场对常规电池片、PERC电池片的效率要求变得更加严苛,常规多晶电池片的主流转换效率已走向18.6%,单晶PERC也要求在21.2%以上,以让常规多晶组件挑战275W、单晶PERC保证组件瓦数都达到300W以上。而另一方面,由于各国补贴的下调持续让组件价格仍将不断下跌、连带使电池片全年价格趋势亦不乐观。

目前常规多晶仍占据各电池片厂家不小的产能比重,如何继续提效符合组件厂需求、是否需导入湿法黑硅目前仍未见定论。在多晶电池片提效、降本空间暂时较有限的情况下,今年电池厂仍需将目标继续指向PERC产能比重提升,以抢占目前利润较其他电池片好的PERC市场。

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