进口产品 190E-CND1-CB63B-S11
正泰电器的光伏业务主要盈利点是组件和电站。2017年,该公司通过组件销售了52.68亿元的收入,是其电站和电站工程承包营收的约1.5倍。
“5·31光伏新政”下,由于光伏市场需求受到影响,组件端价格下行压力增大,单多晶组件价格走低。根据Wind数据,今年上半年的后一周,晶硅光伏组件的周平均报价为0.27美元/瓦,较年初下降约13%。因此,在需求和价格同时走低情况下,组件行情整体偏弱。
电站方面,得益于上半年完成9个光伏电站51%股权的转让完毕,正泰电器了约3.50亿元股权转让款项,增厚了业绩。但在自有电站方面,正泰电器截至上半年期末持有的电站规模有所下降,这也电费收入。
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