华西证券：TOPCon放量+LECO导入银浆环节量利均有望受益

智通财经2023-12-26

智通财经APP获悉，华西证券发布研究报告称，TOPCon放量+LECO技术导入，导电银浆环节有望迎量利双受益：1)2024年TOPCon电池片产量有望快速释放，而其配套银浆用量较PERC明显提升，光伏导电银浆需求有望扩张;2)TOPCon作为新一代电池技术，银浆加工费较PERC有所提升，同时TOPCon工艺路线持续优化，激光辅助烧结、双面Ploy等工艺优化路线均意味着导电银浆仍需同步迭代，激光辅助...

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华西证券：TOPCon放量+LECO导入 银浆环节量利均有望受益

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华西证券：TOPCon放量+LECO导入银浆环节量利均有望受益