廣信材料(300537.SZ):前三季度光伏膠實現銷售額約小五千萬
格隆匯11月1日丨廣信材料(300537.SZ)在投資者關係活動上表示,公司從PCB光刻膠、顯示光刻膠等傳統光刻膠擴張光伏膠新應用場景,致力於為客户開發降本增效的光伏新技術新材料解決方案,其中光伏BC電池絕緣膠已經隨着下游光伏BC電池產能和銷量擴產實現高速增長,2024年度前三季度光伏膠實現銷售額約小五千萬,穩居行業遙遙領先的主要供應商。隨着下游光伏BC電池產能擴張、產銷量增長,將直接帶動公司光伏BC電池絕緣膠等光伏膠產品的加速增長,推動公司在光伏材料領域的拓展和整體盈利水平的提升,帶來新的增長曲線,提高公司在光伏材料領域的營業收入和市場知名度,有助於公司進一步開發更多光伏領域新產品和新市場。同時,光伏BC電池絕緣膠是公司從傳統PCB光刻膠等電子材料領域打響光伏領域的第一槍,讓更多光伏企業知道公司在光伏BC電池材料等光伏新技術新材料的研發能力和技術積累。對公司而言,更大的價值除了BC電池絕緣膠帶來的直接收入和利潤增長,更關鍵的是為公司未來拓展更多領域光伏新產品和新市場奠定品牌知名度、研發認可度和市場參與機會。
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