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22/23年行业新增产能测算表(t/d)有效产能数据
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所属报告:
洛阳玻璃-光伏玻璃产能加速释放新能源业务转型顺势崛起-220720(29页).pdf
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我们预计 2022/2023 年光伏玻璃有效产能达 5.33/8.56 万 t/d。国内光伏玻璃产能投放加速,根据卓创资讯数据,截至 21 年末,国内光伏玻璃(含压延+浮法)在产产能达 42760 t/d,较 20 年末增长 44.8%。我们判断一是由于光伏玻璃政策有条件放开,厂商开始集中投放;二是由于需求向好,光伏玻璃厂商加快投放;三是由于部分浮法玻璃产能进入,生产光伏背板。在政策放开、需求向好、浮法玻璃产能进入下,我们预计 22/23 年光伏玻璃产能高增长趋势有望延续。但从投资意愿来看,考虑到目前光伏玻璃价格已回落至历史低位附近,不排除部分新增产能规划存在取消及延后可能;从投资能力来看,部分产线可能受能耗双控、资金、土地、环评等因素约束,导致投产延期或取消,我们判断实际落地产能规模及节奏或慢于规划。此外,随着光伏玻璃大型化,部分小窑炉或逐步退出,实际有效产能或低于预期。
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洛阳玻璃-光伏玻璃产能加速释放新能源业务转型顺势崛起-220720(29页).pdf
光伏玻璃政策梳理
2021年新能源玻璃业务毛利率20%
新能源玻璃业务支撑营收快速增长(亿元)
2018年以来期间费用率控制成效显著
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