异质结设备行业深度研究报告：HJT产业化“助推器”，提效降本潜力可期.pdf

2009 1210 HJT HJT HJT PERC/PERC+ 23% 23.5% HJT HJT HJT HJT PERC 1.5% HJT HJT PECVD PECVD HJT HJT PECVD PECVD PECVD PVD PVD PECVD PVD PVD TCO PECVD PVD GW PECVD PVD HJT EPS PE 2020E 2021E 2022E 2020E 2021E 2022E PB 377.33 6.39 8.50 11.03 59.1 44.4 34.2 14.4 97.14 1.80 2.50 3.24 53.6 42.7 32.9 12.2 Wind 2020 10 23 021-20572557 zhaozhiminghcyjs S0360517110004 021-20572564 lupeihcyjs S0360516080001 玥 021-20572579 baoyuejiaohcyjs % ( ) 82 2.02 ( ) 20,674.96 2.55 ( ) 15,036.18 2.53 % 1M 6M 12M 7.4 67.98 95.54 4.0 43.71 73.63 2020-08-05 2020-08-09 2020-09-27 -10% 31% 71% 112% 19/10 19/12 20/02 20/04 20/06 20/08 2019-10-28 2020-10-23 300 2020 10 25