华泰证券:2024年金刚线环节供需错配导致盈利承压,技术迭代驱动行业格局重构

每日经济新闻
29 Apr

每经AI快讯,华泰证券表示,金刚线作为光伏硅片切割耗材,受硅片薄片化趋势驱动,线径持续下降。传统碳钢线线径或接近产业化极限,而钨丝线凭借高强度、断线率低等优势,随着经济性逐步改善,渗透率快速提升,我们预计2028年全球渗透率为98%,对应2025-2028年全球钨丝线需求量CAGR达41%。2024年金刚线环节供需错配导致盈利承压,技术迭代驱动行业格局重构。钨丝母线工艺流程复杂、技术壁垒高,掌握...

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