2025年上半年，通威、协鑫科技、大全能源等硅料头部企业陆续披露业绩。从各家企业披露的数据来看，N型硅料及相关产品的渗透率正加速提升，成为行业突破周期的核心动力。通威上半年多晶硅销量16.13万吨中，N型占比超90%，电池出货量49.9GW里N型占比更是突破95%，高效产品规模化优势凸显；大全能源即便主动调控产量，N型材料占比仍超70%，可见企业在技术布局上的坚定性。面对短期市场供需变化，头部企业...
Source Link2025年上半年，通威、协鑫科技、大全能源等硅料头部企业陆续披露业绩。从各家企业披露的数据来看，N型硅料及相关产品的渗透率正加速提升，成为行业突破周期的核心动力。通威上半年多晶硅销量16.13万吨中，N型占比超90%，电池出货量49.9GW里N型占比更是突破95%，高效产品规模化优势凸显；大全能源即便主动调控产量，N型材料占比仍超70%，可见企业在技术布局上的坚定性。面对短期市场供需变化，头部企业...
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