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格隆汇5月30日丨有投资者在投资者互动平台向东方盛虹(000301)(000301.SZ)提问，“知名光伏厂家说光伏产业现在出现了过剩问题，未来三年可能会有一半光伏制造商会被迫退出市场，对此您怎么看？公司的光伏EVA项目根据现在全国的光伏EVA项目的情况，多久会出现饱和，公司怎么应对产业过剩的风险？”
公司回复称，根据中国光伏行业协会数据，2022年全球光伏新增装机230 GW，同比增长35.3%，创历史新高，2023年预计全球光伏新增装机容量有望达到280-330GW左右，仍将快速增长。预计未来eva行业仍将处于供需紧平衡的阶段。公司作为全球光伏EVA龙头企业，同时拥有产能和质量优势。未来公司将围绕光伏胶膜原料EVA和POE，规划建设75万吨EVA新增产能和50万吨POE配套20万吨α-烯烃，打造成为光伏胶膜原料供应的世界级龙头企业。
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