中信证券研报指出光伏导电浆料主要用于光伏电池的金属化环节直接影响电池的性能。目前银浆是导电浆料的主流选择但受N型技术银浆

智通财经
14 Jul
中信证券研报指出光伏导电浆料主要用于光伏电池的金属化环节直接影响电池的性能。目前银浆是导电浆料的主流选择但受N型技术银浆单耗上升及白银价格中枢上移的影响银浆降本需求迫切。以银包铜、电镀铜和高铜/纯铜浆料为代表的新型光伏浆料产业化进程不断加速我们预计到2030年新型浆料的市场空间有望超过150亿元对应CAGR约60%铜浆料有望于2025Q4实现量产导入我们推荐技术和规模领先的龙头企业。

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