中信证券认为2025年是钙钛矿GW级产线招标元年3年内设备需求下限将基本确定同时迈向经济性的路径逐渐清晰上限可期。行业处

智通财经
Aug 11
中信证券认为2025年是钙钛矿GW级产线招标元年3年内设备需求下限将基本确定同时迈向经济性的路径逐渐清晰上限可期。行业处于发展早期技术路线尚未收敛竞争格局尚未定型。我们判断随着GW级产线的跑通与商业化的加快拥有相关技术积累、钙钛矿战略优先级较高的设备厂商将率先胜出。重点推荐HJT设备龙头、喷墨打印技术提供商以及组件设备龙头、整线方案提供商。建议关注相关PVD、激光厂商。

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