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公司問答丨邁為股份:正在進行銅電鍍整線裝備的研製
格隆匯 08-09 09:00
格隆匯8月9日丨有投資者在互動平台向邁為股份(300751.SZ)提問:HJT銅電鍍設備與絲網印刷設備是不是競爭關係?如果銅互聯HJT起來對絲網印刷不是衝擊麼?這種情況下公司作為HJT整線設備商、HJT產業的推動者、行業領先者,還有什麼動力去推動銅互連HJT呢?邁為股份回覆:電極金屬化是電池製備的關鍵環節之一,常見的電池金屬化技術包括了絲網印刷和銅電鍍。目前電池片製造企業全部使用絲網印刷技術,公司絲網印刷設備市佔率保持穩定且處於行業領先地位。公司也正在進行銅電鍍整線裝備的研製,包括核心環節的PVD鍍種子層設備、圖形化設備、電鍍設備等。此外,HJT產業的規模日益擴大,公司堅定看好HJT產業的發展,並積極推動行業的降本增效。公司絲網印刷設備可適用於包括PERC、TOPCON、HJT、IBC在內等多種電池技術。目前市場上,電池片製造企業在金屬化電極工序中仍使用絲網印刷工藝,公司絲網印刷設備市佔率保持穩定且處於行業領先地位。
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