国盛证券指出,随着技术的迭代、投资门槛以及成本的快速下降,未来两年钙钛矿电池将进入产能爆发期,预计2027年全球产能超5GW,2030年突破30GW。赢家主要集中在三条主线:具备整线交付能力的设备龙头、核心材料供应商以及拥有叠层技术优势的组件大厂。随着晶硅电池效率逼近理论极限,钙钛矿正在成为光伏市场的下一个破局者。国盛证券分析师杨润思在最新报告中明确,2025年是钙钛矿GW级量产元年,随着仁烁光能...
Source Link国盛证券指出,随着技术的迭代、投资门槛以及成本的快速下降,未来两年钙钛矿电池将进入产能爆发期,预计2027年全球产能超5GW,2030年突破30GW。赢家主要集中在三条主线:具备整线交付能力的设备龙头、核心材料供应商以及拥有叠层技术优势的组件大厂。随着晶硅电池效率逼近理论极限,钙钛矿正在成为光伏市场的下一个破局者。国盛证券分析师杨润思在最新报告中明确,2025年是钙钛矿GW级量产元年,随着仁烁光能...
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