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銀漿主柵及0BB膠水價值量及盈利預測對比-行業數據

銀漿主柵及0BB膠水價值量及盈利預測對比
銀漿主柵及0BB膠水價值量及盈利預測對比
◆ 0BB膠水低價值量高毛利，盈利增幅強。0BB膠水（熱固膠）為單組份膠拈劑，原材料簡單、成本低，整體價值量低但盈利能力強（單GW約500-600萬）。當前0BB導入初期，整體供應廠商少、格局較優，為新增應用場景，盈利增幅強。
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銀漿主柵及0BB膠水價值量及盈利預測對比_第1頁
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銀漿主柵及0BB膠水價值量及盈利預測對比_第14頁
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銀漿主柵及0BB膠水價值量及盈利預測對比_第25頁
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銀漿主柵及0BB膠水價值量及盈利預測對比_第26頁
所屬報告： 電子行業：0BB（無主柵）助力TOPCon降本提效有望加速放量-240610（37頁）.pdf
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