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2019-2021年光伏银浆行业竞争格局
2019-2021年光伏银浆行业竞争格局
行业数据
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所属报告:
聚和材料-公司研究报告-银浆龙头地位稳固平台型布局蓄势待发-230110(28页).pdf
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2025-09-11
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TOPCON电池铜代银与银浆方案金属化成本对比(元/W)
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行业数据
2025-08-25
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BC电池铜浆与银浆方案的金属化成本对比(元/W)
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2025-08-25
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光伏电池铜代银对银浆和铜浆的需求预测(吨)
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2025-08-25
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2015-2021年间以聚和为代表的国产银浆企业凭借技术赶超、地理位置优势、性价比优势,完成银浆行业的国产替代。由于技术壁垒高,我国银浆早期以进口为主,杜邦、贺利氏、三星 SDI 及硕禾等外资企业凭借先发优势抢占大部分市场份额。2017年随着 perc电池开始迅速导入,国内企业基于地理位置优势可以更好的响应国内客户需求,银浆产品可配合客户端迅速完成迭代升级,同时,进口浆料由于需要额外运费和增值税,价格上高于国产浆料,因此在perc电池替代BSF电池的技术迭代期间,国产银浆相比进口银浆性价比更高,市场份额获得迅速提升。据我们测算,2019年聚和、帝科、固锝三家市场份额合计为 29%,2021年已提升至 65%,国产份额增加 36pct,其中聚和市场份额由 8%上升至 37%,为国产化过程中的主力。
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聚和材料-公司研究报告-银浆龙头地位稳固平台型布局蓄势待发-230110(28页).pdf
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HJT低温银浆与TOPCon高温银浆各项要求对比
公司5家全资子公司
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