A股異動丨山煤國際11日累漲82% 異質結電池曙光已現 產業化加速在望
格隆匯1月10日丨山煤國際(600546.SH)漲7.27%,報10.62元,近11個交易日已經累漲逾82%,總市值達210.54億元。

中銀國際證券指出,異質結是電池片環節的平台級技術,轉換效率24%或僅是起點。設備與輔材成本有望下降,異質結性價比逐步顯現。產業參與熱情持續提高,產業化進程有望加速。出於異質結電池多方面的固有優勢,認為異質結電池未來將大概率對現有光伏電池技術路線形成替代,目前光伏產業對異質結產線的投資熱情持續提高,後續產業化進程有望加速。
此前,山煤國際與鈞石(中國)能源有限公司簽署了《戰略合作框架協議》,雙方擬共同建設總規模10GW的異質結電池生產線項目。根據公告,該合作的具體形式為,山煤國際利用自身在能源產業的資源與經驗及資金優勢,結合鈞石能源的設備及工藝技術和相關知識產權等優勢,共同投資異質結電池生產項目。
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