京山輕機(000821.SZ):鈣鈦礦電池量產不會影響公司來自晶硅電池廠商的收入
格隆匯9月14日丨京山輕機(000821.SZ)於2023年9月13日接受特定對象調研,就“請問您如何看待未來鈣鈦礦電池的發展路徑?未來鈣鈦礦電池量產後是否會影響我們來自晶硅電池廠商的收入?”,公司回覆稱,鈣鈦礦電池會有兩個發展階段,第一個階段是純鈣鈦礦電池,未來等到規模化量產、技術成熟後的終極目標會是鈣鈦礦疊層電池。至於收入部分,我們認為,一方面,目前鈣鈦礦電池和晶硅電池並不是替代關係,鈣鈦礦電池設備會是新的增量;另一方面,當鈣鈦礦電池技術足夠成熟時,會發展到鈣鈦礦疊層電池,而疊層電池首先需要做晶硅電池。綜合來看,公司認為鈣鈦礦電池量產不會影響公司來自晶硅電池廠商的收入。
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