Core points 1. TOPCon battery supply situation: The current supply is very tight. The leading takeaway company Jietai has a monthly production capacity of about 600MW, and other companies have a small takeaway production capacity in March. The battery supply of TOPCon is expected to remain tight for 2023. 2. TOPCon battery premium: TOPCon battery companies currently have strong bargaining power, and component companies passively acce...
通威股份股票讨论区
又是一年一度分红了,没除权没降本. 等于投资它就是拿的越久亏的越多,不知道说什么好,还价值投资…
1. TOPCon battery supply situation: The current supply is very tight. The leading takeaway company Jietai has a monthly production capacity of about 600MW, and other companies have a small takeaway production capacity in March. The battery supply of TOPCon is expected to remain tight for 2023.
2. TOPCon battery premium: TOPCon battery companies currently have strong bargaining power, and component companies passively acce...
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