协鑫科技(3800.HK):十年磨一剑 颗粒硅优势渐显

长江证券
10 Jan

光伏材料龙头企业,技术创新为基协鑫科技成立于2006 年,公司以科技创新为主线,围绕颗粒硅、钙钛矿、CCz 持续进行研发,目前颗粒硅已经取得了重大突破。协鑫集团为公司第一大股东,集团下上市主体业务协同性高,朱共山为协鑫科技实际控制人。协鑫科技主营业务包括多晶硅以及硅片销售,多晶硅销量近年高增,硅片销量规模多年来较为稳定。公司重视研发与创新,2023 年研发费用为18.73 亿元,占比5.6%,...

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