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国金证券-光伏焊带行业专题：产品迭代提速，驱动行业集中度及龙头盈利能力提升-240323

产品迭代提速，驱动行业集中度及龙头盈利能力提升 —一光伏焊带行业专题投资逻辑：光伏焊带：成本占比6%的组件核心辅材，需求持续增长。光伏焊带用于连接太阳能电池片并起导电作用，是组件核心辅材之一，组件成本占比约6%（按照 2024年3月价格测算)，但焊带品质对组件效率、良品率、使用寿命有较大影响，如焊带厚度减小会导致电阻率增加，使得光伏组件的短路电流和输出功率减小；焊带品质不达标会导致组件隐裂风险

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