光伏原材料系列专题研究报告:多晶硅贡献工业硅核心增量,颗粒硅异军突起
光伏电池迭代向 N 型切换,成本优化核心聚焦硅材与银浆
P型电池转换效率已逼近理论极限,光伏行业发展加速电池由P型向N型换挡,2024年N型电池产能有望全面超越。光伏电池片生产成本主要包括硅片、银浆、靶材、折旧、能源、人力成本等,其中硅片成本占最高,非硅成本中,光伏银浆成本占比最高。
工业硅供应压力仍存,制造端需求回暖有望支撑价格向上修复
工业硅行业供给扩张速度较快,但受制于下游制造业、房地产、汽车等行业需求疲软,整体供给出现过剩,随着2024年经济形势转好,工业硅需求有望修复。
多晶硅价格持续下跌加速产能出清,期待政策加码优化供需格局
下游光伏装机需求增速相对多晶硅产能增速较慢,多晶硅行业产能过剩问题凸显。
颗粒硅拉开多晶硅技术革新序幕,成本及品质优势助力渗透率提升
颗粒硅作为光伏行业第二代硅基材料,有望凭借综合能耗及生产成本优势持续提高渗透率。
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