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再投1800亿?警惕BC之争引发新一轮非理性扩产
据CPIA最新预测,2029年全球光伏新增装机量保守预测在800GW以上,那么对应电池环节有效产能约1000GW。从结果倒推,若BC想要复刻单晶成功之路跻身主流,市占至少需超过50%,即需要500GW产能。截至2024年底,包括隆基、爱旭、Maxeo ...
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