总部位于香港的合规和质量保证公司Sinovoltaics发布了一份新报告,报告绘制了东南亚所有太阳能组件工厂的地图。
Sinovoltaics分析师在一份声明中表示:“从我们发布第一季度报告起,Sinovoltaics 2024年第二季度东南亚供应链地图包括了一些显著的变化。”
他们指出,“目前的市场新闻和数据”显示,东南亚的组件产能为78.8 GW,另有14 GW 的新增产能将在2027/2030期间投产,此外,他们还补充说,电池产量预计将从50 GW增长至68 GW,在同一时期内,铸锭产能预计将从23 GW增长至32.6 GW。
他们强调了在该地区新增的几个项目,例如柬埔寨的Elite Solar项目,老挝的Imperial Star Solar和SolarSpace项目,越南的BoWay Solar Power Technology和CRC Solar项目,以及印度尼西亚和泰国的Gstar项目。
本次总共跟踪了58个生产项目,高于上期报告中的50个项目。该报告涵盖柬埔寨、印度尼西亚、老挝、马来西亚、新加坡、泰国和越南的工厂。
每个工厂都标注了2024年的当前产能和2027年的计划产能,以及所有权人的信息,例如晶澳太阳能、SEG太阳能、Maxeon、TrinaSolar,SEG Solar和晶科能源等。该小组还表示,他们已经移除了制造建筑集成光伏组件的工厂。
您可以免费下载《Sinovoltaics东南亚供应链地图》报告。
Sinovoltaics太阳能供应链地图每季度发布一次,涵盖印度、欧洲和北美的制造中心,包含工厂规模、位置、所有者和产能等相关信息,其中产能信息涉及光伏组件、电池、晶圆、铸锭、多晶硅和冶金级硅等。
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