望變電氣(603191.SH):未來3-5年取向硅鋼被非晶帶材取代的可能性不大
格隆匯3月14日丨望變電氣(603191.SH)於2023年2月9日-3月5日接受機構調研時表示,非晶帶材的優勢是鐵損低,只有0.2~0.4w/kg,但其劣勢也較為明顯,其一是加工性能較差,其二是磁感低,其三是不具可回收性。取向硅鋼鐵損略高於非晶帶材,但其加工性能、磁感和可回收性均優於非晶帶材,未來3-5年,取向硅鋼被非晶帶材取代的可能性不大。
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