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东方财富证券-有色金属行业专题研究-锗:稀缺的半导体金属,供给收紧需求向好-230418

◆ 锗:稀有的半导体金属。锗金属具有独特的光学特性、半导体特性和化工特性,有机锗具有生物活性。锗不可透过可见光和紫外线,对红外线具有很好的透过性,在红外领域应用广泛。二氧化锗具有高透性与高折射率特点,应用于光纤制造。锗凭借其半导体特性应用于太阳能电池与特殊的电子器件;在石油化工领域,锗是生产聚酯纤维(PET)重要的催化剂;另外还利用有机锗的生物活性用作医疗保健用品。 ◆ 我们预计2023-2025

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