高測股份(688556.SH):激光切割技術在較長時期內很難取代金剛線切割技術
格隆匯1月17日丨高測股份(688556.SH)在投資者互動平台表示,光伏硅片環節金剛線切割已完全替代砂漿切割成為技術主流。碳化硅襯底切割環節目前仍以砂漿切割為主,2021年底公司在行業內首次推出碳化硅金剛線專用切片機,並在2022年開始形成批量訂單,碳化硅金剛線切割技術憑藉其切割效率高、切割成本低等優勢,實現了市場滲透率的快速提升。激光切割作為一種新的技術路線也開始在碳化硅行業內有一些嘗試,但從綜合性價比以及未來持續降本增效等綜合角度考慮,我們認為激光切割技術在較長時期內很難取代金剛線切割技術。
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