廣信材料(300537.SZ):光伏感光膠主要開發應用於光伏電鍍銅新工藝中,研發進度正有序推進中
格隆匯6月7日丨廣信材料(300537.SZ)於2023年6月6日9:30-11:00接受景順長城基金等機構的調研,交流環節中,就“公司在光伏領域的具體規劃情況?目前推進情況如何?”,公司回覆稱,公司前瞻性佈局在光伏領域新工藝路線中的光伏絕緣膠、光伏感光膠等新材料,並根據下游用户需求定製開發及配合工藝快速迭代,在此領域擁有一定的先發優勢及工藝積累優勢。目前,公司光伏絕緣膠產品已在光伏電池組件企業實現銷售,將成為公司今年在光伏領域率先實現突破和快速增長的產品。
公司光伏感光膠主要開發應用於光伏電鍍銅新工藝中,研發進度正有序推進中,目前正在與多家相關企業對接、送樣及測試過程中,具體的大規模應用時間需由行業發展和下游客户決定。
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