美股詳情

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賓士域

43.80

+0.46001.06%

盤後：43.800.00000.00%19:19 EDT

成交量：118.11萬

成交額：5,188.81萬

市值：28.87億

市盈率：22.75

高：44.54

開：43.31

低：43.31

收：43.34

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華創證券：平台技術產業化加速 BC電池龍頭有望充分享受溢價紅利

【中信證券：BC電池產能擴張有望提速】中信證券研報表示，工藝技術問題的解決和終端需求的增加有望推動BC電池產能擴張提速。隆基綠能近日召開BC2.0發佈會，發佈了全面升級的Hi-MO 9組件，公司表示有望實現24.8%的組件量產效率和670W的綜合功率，相比於TOPCon組件分別提升1.5%和40W，將提升8-11%發電量並降低BOS成本11-22分/W。我們認為BC作為最具應用前景的下一代光伏技術，產業化春風已至。頭部BC電池組件企業正加速產能佈局，2025年BC有望迎來從1到10的快速放量，建議關注電池組件、設備和輔材端的投資機會。

中信證券：BC電池產能擴張有望提速關注三條主線

華創證券：BC電池2025年有望迎來1-10階段龍頭引領開啓新篇章

智通财经网

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