中信证券:光伏玻璃领域有望贡献锑需求主要增量

E公司
19 Feb

e公司讯,中信证券研报认为,锑是资源稀缺性强的战略小金属,当前国内限制锑矿开采力度加剧,海外矿山亦面临资源枯竭,预计未来三年(2025—2027)全球锑矿主要增量为华钰矿业塔金项目以及俄罗斯Solonechenskoye锑矿;需求方面,阻燃剂、铅酸蓄电池和聚酯催化剂等传统领域对锑的需求稳中有进,在光伏新增装机量以及双玻组件渗透率持续提升的带动下,光伏玻璃领域有望贡献锑需求主要增量,成为锑的第二大...

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