Consumer Staples, Technology Dec 16, 2021 08:40 AM (GMT+8) · EqualOcean
Financial Associated Press, Dec. 16 - CITIC Securities research report pointed out that with the decline of material cost and the continuous improvement of technology and equipment maturity, leading manufacturers rely on deep technology accumulation to accelerate the layout of n-type TOPCON battery mass production line. Under the trend of new addition and transformation, we expect the capacity of domestic TOPCON battery to reach 40 / 70gw in 22 / 23 years. It is estimated that the investment of TOPCON equipment will reach 12.2 billion yuan by 2025. We suggest paying attention to leading equipment manufacturers, leading material enterprises and integrated enterprises with leading technology.
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