海达股份：卡扣短边框产品应用于隆基绿能BC组件

证券之星09-03

证券之星消息，海达股份(300320)09月03日在投资者关系平台上答复投资者关心的问题。

投资者提问：与公司合作的头部光伏企业隆基绿能半年报公告显示，虽然营收下降，但是隆基绿能BC组件销量19.55GW，同比强劲增长125%。据公司公告，海达新能源材料有限公司生产的光伏组件就是应用于隆基绿能BC组件。这与上一期互动易回复投资者说法相悖，上一期公司回复光伏组件销量下滑是隆基出货量减少导致的，可是隆基半年报显示BC组件大幅增长，海达股份和隆基绿能到底谁在说谎？

海达股份回复：您好，隆基绿能2025年半年报披露“电池组件出货量41.85GW（其中组件出货量39.57GW）”，2026年半年报披露“组件出货量29.93GW”，组件出货量同比下降了24.34%。虽然隆基绿能“实现BC组件销量19.55GW，同比强劲增长125%”，但卡扣短边框产品并非隆基绿能所有BC组件使用唯一或强制标配边框方案。公司卡扣短边框产品是针对双玻组件设计开发的，可以应用于BC组件及其他双玻组件。隆基绿能在2026年7月的新产品发布会上刚发布了使用公司卡扣短边框产品的光伏组件新产品，报告期内产量规模较小。谢谢关注！

本文数据来源于深圳证券交易所互动易，仅供参考不构成投资建议。

责任编辑：沈彬

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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