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电新｜光伏电池：HJT电池推动量产进程 _ 东方财富网

近期，随着设备、材料国产化和工艺成熟度持续提升，国内外新老玩家纷纷加速布局N型HJT电池量产线，目前规划产能超120GW，建议关注未来一年降本提效和产业化的关键节点。建议重点关注相关设备龙头厂商，迈为股份、捷佳伟创、金辰股份、奥特维及帝尔激光。新老玩家纷纷入局，异质结产业化提速。 ....

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