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通威股份“半路殺進”光伏組件市場,是未雨綢繆or先下手為強?

2022-08-23 14:45:16來源:環保在線 閱讀量:29068

導讀:日前,央企華潤電力公布第五批光伏組件集采中標結果,最終竟是由硅料巨頭通威股份拿下,共計3GW。業界認為,通威股份將借此打通上下游產業,形成“硅料+硅片+電池+組件+電站”產業鏈,形成一體化成本優勢,沖擊市場原有格局,加速光伏行業頭部力量重組。
  上周五(2022年8月22日),一則中標消息引起了光伏板塊的震動。
 
  據悉,華潤電力公司日前公示了第五批光伏組件集采中標候選人,確定由通威股份中標3GW組件項目,報價低至1.942元/瓦,低于億晶光電的1.995元/瓦、隆基綠能的2.02元/瓦。整體上看,通威股份投標價格約58.27億元,比隆基綠能低了近2.4億元,價格優勢明顯。
 
  業界認為,盡數拿下央企集采大單,側面反映出通威股份已具備相關產品量產能力,也被市場是為通威股份正式進軍組件板塊的標志。
 
  “硅料巨頭”的入局早有苗頭
 
  公開資料顯示,通威股份最早以魚飼料業務起家,依托漁業得到了快速發展。后又看到新能源產業的機會,在2007年同四川巨星共同成立永祥多晶硅,一舉切入光伏賽道,并由此開啟成為硅料巨頭之路。2013年,通威股份拓展光伏業務至電池片領域,拿下當時全球規模最大的太陽能電池片項目——賽維合肥項目。
 
  生產規模上,通威股份旗下永祥股份擁有四川樂山、內蒙古包頭、云南保山三大高純晶硅生產基地,產能達到18萬噸/年,預計2022年底產能將超過30萬噸;子公司通威太陽能擁有合肥、雙流、眉山、金堂四大基地及通合項目,現產能超過40GW,預計到2023年將形成80-100GW產能,產值超過800億元。
 
  其實,相比于硅料、電池片方向上的“大動作”,通威股份此前一直沒在組件環節發力。直至2021年9月,安徽省發布的《安徽省光伏產業發展行動計劃(2021-2023年)》中,“通威5GW高效組件”項目在列。目前,該項目正進行施工前的供應商招標工作。
 
  截至目前,通威股份也未作過多回應,僅發言稱:“自2013年收購合肥賽維時即有部分組件產能,并在此基礎上一直保持著研發推進和少量擴產。基于目前國家雙碳目標要求和行業一體化發展趨勢加強,也會順勢而為,考慮在組件業務上做進一步論證規劃。”
 
  或是光伏產業一體化進程使然
 
  對于通威股份的入局,業內人士主要持兩種觀點:
 
  一是通威股份將打通上下游產業,形成“硅料+硅片+電池+組件+電站”產業鏈,形成一體化成本優勢,沖擊市場原有格局,加速光伏行業頭部力量重組;
 
  二是3GW產能尚不足以對市場造成的太大影響,尤其是在集中度高的光伏組件賽道上,整體上還會保持穩定,不過中長期看,預計也只會搶占二、三線市場份額。
 
  無論如何,在光伏賽道上,不止通威股份,其他的頭部企業如隆基綠能、天合光能等,均在不斷加快構建垂直一體化業務格局,擬通過收購、中標等手段,增強自身集中度及應對市場變化的實力。
 
  盡管像通威股份這樣由原料端向下延伸打通產業的光伏還未有先例,但這也正構成通威股份的優勢所在,手握充足、更廉價的原料來源,更有利于打造出強勁的供應鏈協同優勢,如再疊加價格競爭力,通威股份未來在光伏領域的實力將相當“令人驚愕”。
 
  所以在資本市場上,通威股份這一單威力可不小,以致上周五光伏賽道股幾乎一片飄綠。

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