股典钟炒股机器人系统电脑版租赁行业投资资讯:光伏单晶弩配件光伏玻璃Stock Dianzhong stock trading robot system computer version leasing industry investment information: photovoltaic monocrystalline crossbow accessories photovoltaic glass
来源:股典钟炒股机器人系统电脑版租赁Computer version rental of stock trading robot system
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作者:股典钟炒股机器人系统电脑版
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发布时间: 2021-02-19
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751 次浏览
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光伏单晶炉配件也短缺了,由于下游光伏装机需求旺盛,之前就出现过光伏玻璃涨价短缺的情况。弗莱特一个月就涨了一倍。
现在单机蠦需求也起来了,这就导致碳碳热场材料。郭邦等单机蠦配件一统难求,探探日常材料的机会来了。那么接下来谁能成为探探热场材料里的弗莱特?
马上见效。
热场材料是单晶炉里必不可少的配件。我国在这方面起步较晚,在光伏行业发展前期,单晶拉制炉、多晶铸锭炉、热场系统部件材料。
主要采用国外进口的高纯、高强等净压石墨。
但是石墨热场系统成本高,不符合光伏行业降成本扩规模的发展方向,特别是在单晶炉拉直庐的容量从十六英寸至二十英寸热场。
快速发展到现在的二十六英寸和二十八英寸。热场后等降压什么的脆性已经在安全性方面不能适应大热场的使用要求,因此。
逐渐被碳基复合材料取代。
由于碳基复合材料的研发和制造技术壁垒高,目前市面上能够找到的做热场材料的公司并不多,其中一家就是在科创板上市的金箔股份。
本周已经涨了近百分之五十。
但是毕竟太高,公司的探探日产材料预计将于明年建成投产,新增年产六百五十吨碳碳热场材料,预计建产能是金箔的三倍。
并且价格比金帛便宜得多。随着光伏产业持续高速增长,公司的成长空间将更加光伏。
There is also a shortage of photovoltaic monocrystalline furnace accessories. Due to the strong demand for downstream photovoltaic installations, there has been a shortage of photovoltaic glass prices before. Fleet doubled in a month.
Now the demand for stand-alone machines is also rising, which leads to carbon-carbon hot-field materials. Guo Bang and other stand-alone parts are hard to find, and the opportunity to explore everyday materials is here. So who will become the Flett in Tantan Hot Field Materials?
Effective immediately.
The thermal field material is an indispensable accessory in the single crystal furnace. my country started late in this regard. In the early stage of the development of the photovoltaic industry, single crystal drawing furnaces, polycrystalline ingot casting furnaces, and thermal field system component materials.
Mainly use imported high-purity, high-strength, net pressure graphite.
However, the high cost of the graphite thermal field system is not in line with the development direction of the photovoltaic industry to reduce costs and expand the scale, especially in the single crystal furnace straightening room whose capacity is from 16 inches to 20 inches.
Rapid development to the current 26 inches and 28 inches. The brittleness of waiting for pressure reduction after the thermal field has been unable to meet the requirements of the use of large thermal fields in terms of safety, therefore.
Gradually replaced by carbon-based composite materials.
Due to the high technical barriers to the R&D and manufacturing of carbon-based composite materials, there are not many companies that can be found in the market to make thermal field materials. One of them is the gold foil shares listed on the Science and Technology Innovation Board.
It has risen by nearly 50% this week.
But after all, it is too high. The company's Tantan Nissan material is expected to be completed and put into production next year, with an additional annual output of 650 tons of carbon-carbon thermal field materials, which is expected to have a production capacity three times that of gold foil.
And the price is much cheaper than Jinbo. As the photovoltaic industry continues to grow rapidly, the company's growth space will be more photovoltaic.
It has risen by nearly 50% this week.
But after all, it is too high. The company's Tantan Nissan material is expected to be completed and put into production next year, with an additional annual output of 650 tons of carbon-carbon thermal field materials, which is expected to have a production capacity three times that of gold foil.
And the price is much cheaper than Jinbo. As the photovoltaic industry continues to grow rapidly, the company's growth space will be more photovoltaic.