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中金公司：2022 年将成为新型电池技术大规模量产的元年

Zhitong
2022.05.18 23:44
中金公司认为，光伏电池技术已经来到新旧迭代的关键期，随着新型电池技术的逐步成熟且具备一定量产经济性，我们认为 2022 年将成为新型电池技术大规模量产的元年。同时，伴随着老一代 PERC 技术扩产的放缓，电池产能将一改曾经过剩的状态，叠加新技术的成熟，我们认为电池片扩产的新一阶段上升期已经到来，建议投资者积极把握受益于新技术迭代的设备股机会。
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