You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
鈣鈦礦電池概念走強,光伏ETF上漲

1月31日上午,以鈣鈦礦為首的光伏股衝高。截至發稿,奧聯電子漲超10%,京山輕機漲停,金晶科技漲超9%,隆華科技漲超7%,寶馨科技、西子潔能、萬潤股份等均漲超5%,帝爾激光、中來股份、捷佳偉創等紛紛跟漲。

ETF方面,光伏ETF龍頭、光伏龍頭ETF、光伏ETF平安、光伏50ETF、光伏ETF基金等紛紛上漲。

消息面上,近日,經中國計量院第三方測試認證,北京曜能科技有限公司自主研發的小面積鈣鈦礦/晶硅兩端疊層電池穩態輸出效率達到32.44%,時隔三個月再次刷新國內轉換效率紀錄。

在光伏產業過往幾十年的發展中,效率的提升一直是產業降本的主線。近年來,倍受關注的鈣鈦礦材料在光伏領域的應用發展迅速,尤其是鈣鈦礦疊層技術方向不斷躍進,轉化效率持續提升,被業內公認為最具產業落地潛力的新一代光伏材料。

憑藉高效率、低成本、低能耗等顯著特點,鈣鈦礦電池在光伏降本增效的大變革中越來越受到青睞。

相關數據顯示,鈣鈦礦太陽能電池的理論光電轉換效率高達33%,明顯高於傳統晶硅太陽能電池;而在疊層技術的加持下,其光電轉換效率更是有望突破45%。

而根據鈣鈦礦龍頭企業協鑫光電的數據顯示,其100MW中試線鈣鈦礦組件成本約為1元/W,較之目前市場上主流的晶硅組件1.5-2元/W的成本存在明顯的成本優勢。並且,隨着未來產能大幅提升,鈣鈦礦組件的成本有望進一步降低至0.5元/W,甚至更低。

就在近日,工信部等六部門發佈了《推動能源電子產業發展的指導意見》,其中提出,加快智能光伏創新突破,發展高純硅料、大尺寸硅片技術,支持高效低成本晶硅電池生產,推動N型高效電池、柔性薄膜電池、鈣鈦礦及疊層電池等先進技術的研發應用,提升規模化量產能力。可以預見,在技術革新和政策扶持之下,鈣鈦礦太陽能電池產業的發展也迎來了春天。

目前,已佈局和投資鈣鈦礦領域的上市公司有:協鑫科技、隆基綠能、晶科能源、晶澳科技、天合光能、通威股份、東方日升、愛旭股份、中來股份、寶馨科技、杭蕭鋼構、奧聯電子等。

長江證券研報指出,當前鈣鈦礦整體仍處於產業化初期,從量上看,當前擴產規模較小,但設備廠商提前與鈣鈦礦廠商進行合作研發、驗證,將充分受益後續鈣鈦礦電池擴產放量,設備需求釋放。建議持續關注鈣鈦礦產業化賽道,重點關注:在晶硅電池已有深厚技術積累的企業在鈣鈦礦領域的橫向拓展;鈣鈦礦電池部分設備與電子、顯示面板等行業涉材料工藝環節設備有一定共通性,關注切入鈣鈦礦領域的跨行業設備企業;新佈局鈣鈦礦電池&組件生產的企業。

招商證券認為,產業化正在0-1的階段。鈣鈦礦電池通過十幾年的發展,實驗室效率提升迅速,為產業化提供了堅實的理論支撐。預計2023年鈣鈦礦行業規模有望達到GW級別,到2024-2025年有望有多家企業GW級產線陸續落地。疊層電池近年的產業化發展也在提速。晶硅-鈣鈦礦疊層電池,可以為成熟的晶硅電池進一步增效,有希望成為未來鈣鈦礦產業化的主要路徑之一。同時,全鈣鈦礦疊層被視為終極的疊層技術(最高的理論效率),隨着未來鈣鈦礦核心瓶頸的突破,也有可能逐步應用。

浙商證券表示,目前國內已有3條百兆瓦單結鈣鈦礦產線投產,多條百兆瓦產線、GW級產線計劃中,期待平米級單結組件效率突破 16%。晶硅電池廠商紛紛佈局鈣鈦礦疊層電池研發,晶硅/鈣鈦礦疊層電池成為產業化主流方向之一。

該機構指出,幹法/濕法工藝路線未定,關注GW級產線招標,利好設備龍頭。目前鈣鈦礦層沉積主流採用濕法工藝(狹縫塗布機),德滬塗膜為國內領先企業;幹法工藝(蒸鍍設備)正在驗證中,OLED蒸鍍設備廠商紛紛佈局。除此之外,鈣鈦礦產線還涉及磁控濺射PVD設備、原子沉積ALD設備、等離子體鍍膜RPD設備、激光劃線設備、絲網印刷設備、清洗設備、層壓機、檢測設備等。

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account