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行业聚焦:全球BC电池银浆市场头部企业份额调研(附Top 5 厂商名单)
QYResearch· 2025-10-11 10:09
驱动因素: 未来新型电池将逐渐在光伏行业占主导地位。 根据中国光伏行业协会( CPIA )《中国光伏产业发展路线图( 2024-2025 年)》统计, 之前占主流的 PERC 电池市场份额从 2022 年的 88% 降至 2024 年的 20.5% ,于 2024 年被新型 TOPCon 电池反超, n 型 TOPCon 电池片 市场占比达到 71.1% ,成为占比最高的电池技术路线。 BC 电池市场份额从 2022 年的 0.2% 上升至 2024 年的 5.0% 。 BC 电池银浆是指用于制造背接触电池( BC 电池)的专用银浆。与传统电池不同, BC 电池将所有的发射级、表面场和金属电极都集 中在电池背面,正表面无栅线遮挡,因此需要使用比传统电池更多的银浆来制备正面和背面的电极结构,以收集和传导电流。 据 QYResearch 调研团队最新报告"全球 BC 电池银浆市场报告 2025-2031 "显示, 预计 2031 年全球 BC 电池银浆市场规模将达到 4.2 亿 美元 ,未来几年年复合增长率 CAGR 为 20.3% 。 在 TOPCon 主导的格局下, BC 电池凭借转换效率优势异军突起,成为 ...
晶科能源与帝科股份签署全面战略合作协议
Xin Lang Cai Jing· 2025-10-10 13:25
10月10日,晶科能源宣布与帝科股份于上海签署全面战略合作协议。双方将围绕高效光伏电池金属化浆 料技术创新、光伏电池少银/无银金属化技术创新等关键方向展开深度合作。 ...
光伏设备板块10月10日跌4.89%,艾罗能源领跌,主力资金净流出69.17亿元
Zheng Xing Xing Ye Ri Bao· 2025-10-10 08:51
证券之星消息,10月10日光伏设备板块较上一交易日下跌4.89%,艾罗能源领跌。当日上证指数报收于3897.03,下跌0.94%。深证成指报收于 13355.42,下跌2.7%。光伏设备板块个股涨跌见下表: | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 688717 | 艾罗能源 | 74.94 | -14.38% | 12.89万 | | 10.10 Z | | 300827 | 上能电气 | 31.62 | -13.72% | 70.98万 | | 23.53 Z | | 300316 | 晶盛机电 | 42.53 | -10.58% | 57.07万 | 17 | 25.27 Z | | 300763 | 锦浪科技 | 66"88" | -9.19% | - 32.07万 | | 29.30 Z | | 300274 | 阳光电源 | 146.52 | -7.79% | 112.50万 | | 169.46 Z | | 605117 | 德业股份 | 75.66 | -7 ...
帝科股份(300842):光伏浆料领军企业,半导体第二曲线开始起量
CMS· 2025-10-09 14:31
证券研究报告 | 公司点评报告 2025 年 10 月 09 日 帝科股份(300842.SZ) 光伏浆料领军企业,半导体第二曲线开始起量 公司是光伏导电浆料领先企业,收购浙江索特进一步巩固行业地位。同时,公 司第二曲线业务开始起来:a)公司在成立之初便开展半导体电子浆料研发,其 烧结银等产品已经开始放量,碳化硅相关领域产品、汽车调光玻璃配套产品都 已开始产业化。b)进一步拓宽在半导体领域的布局,公司 2024 年就控股了深圳 因梦,延伸到半导体存储领域,未来成长空间较大。维持 "增持"评级。 财务数据与估值 | 会计年度 | 2023 | 2024 | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | --- | | 营业总收入(百万元) | 9603 | 15351 | 16425 | 18068 | 20416 | | 同比增长 | 155% | 60% | 7% | 10% | 13% | | 营业利润(百万元) | 408 | 349 | 237 | 444 | 724 | | 同比增长 | -1217% | -14% | -32% | ...
帝科股份股价涨5.26%,易米基金旗下1只基金重仓,持有4.27万股浮盈赚取15.54万元
Xin Lang Cai Jing· 2025-10-09 05:38
截至发稿,贺文奇累计任职时间2年280天,现任基金资产总规模7808.03万元,任职期间最佳基金回报 45.92%, 任职期间最差基金回报0.33%。 10月9日,帝科股份涨5.26%,截至发稿,报72.88元/股,成交5.82亿元,换手率6.56%,总市值103.32亿 元。帝科股份股价已经连续6天上涨,区间累计涨幅16.88%。 风险提示:市场有风险,投资需谨慎。本文为AI大模型自动发布,任何在本文出现的信息(包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等)均只作为参考,不构成个人投资建 议。 资料显示,无锡帝科电子材料股份有限公司位于江苏省无锡市宜兴市屺亭街道永盛路8号,成立日期 2010年7月15日,上市日期2020年6月18日,公司主营业务涉及高性能电子材料的研发、生产和销售。主 营业务收入构成为:光伏导电浆料74.86%,材料销售21.31%,存储芯片2.26%,其他1.43%,半导体封 装浆料0.14%。 责任编辑:小浪快报 从基金十大重仓股角度 数据显示,易米基金旗下1只基金重仓帝科股份。易米开泰混合A(015703)二季度持有股数4.27万股, 占基金净值比例为4.32% ...
【科技自立·产业自强】帝科股份:以技术创新,服务国家新能源与半导体战略自主自强
Zheng Quan Shi Bao Wang· 2025-10-06 05:16
人民财讯10月6日电,帝科股份(300842)目前聚焦功率半导体封装浆料与汽车电子浆料等关键环节, 进行国产替代突破,旨在打破德国汉高、贺利氏、美国alpha等企业的垄断。为了实现半导体封装材料 与半导体器件的协同发展,帝科股份2024年引入存储半导体行业资深团队,顺利切入存储这一半导体核 心领域,该团队长期专注于DRAM存储芯片的应用性开发设计、方案设计,未来将凭借独特技术优势助 力我国存储行业打破国外垄断,促进国内存储行业快速发展满足AI、大数据、5G与自动驾驶等核心战 略领域对于存储芯片持续增长的需求。 ...
光伏设备板块9月30日涨1.48%,固德威领涨,主力资金净流出5.73亿元
Zheng Xing Xing Ye Ri Bao· 2025-09-30 08:51
Market Overview - The photovoltaic equipment sector rose by 1.48% on September 30, with GoodWe leading the gains [1] - The Shanghai Composite Index closed at 3882.78, up 0.52%, while the Shenzhen Component Index closed at 13526.51, up 0.35% [1] Key Performers - GoodWe (688390) closed at 64.69, up 12.68% with a trading volume of 178,400 shares and a turnover of 1.094 billion [1] - DeYee (605117) closed at 81.00, up 7.28% with a trading volume of 322,400 shares and a turnover of 2.540 billion [1] - Other notable performers include ST Quanwang (300093) up 5.68%, Star Energy Technology (688348) up 5.45%, and Dike Co. (300842) up 5.45% [1] Decliners - Yicheng New Energy (300080) fell by 7.14% to 5.46, with a trading volume of 2,205,300 shares and a turnover of 126.3 million [2] - ST Muban (603398) decreased by 4.99% to 8.95, with a trading volume of 343,800 shares and a turnover of 310 million [2] - Other notable decliners include Sunshine Power (300274) down 1.83% and Motewei (688516) down 1.69% [2] Fund Flow Analysis - The photovoltaic equipment sector experienced a net outflow of 573 million from institutional investors, while retail investors saw a net inflow of 338 million [2] - Notable net inflows from retail investors were observed in GoodWe (688390) and Dike Co. (300842) [3] - The main net inflow was from Longxi Green Energy (601012) at 253 million, while DeYee (605117) saw a net outflow of 66.3 million from institutional investors [3]
帝科股份实控人史卫利质押344.8万股 占总股本2.43%
Xi Niu Cai Jing· 2025-09-30 08:25
Group 1 - The core point of the news is that the controlling shareholder of Dike Co., Ltd., Shi Weili, has pledged part of his shares for personal funding needs, with no risk of forced transfer or change in control [2][3]. - As of the announcement date, Shi Weili and his concerted actors hold 20.76 million shares of Dike, accounting for 14.65% of the total share capital [2]. - After the pledge, Shi Weili has pledged a total of 5.028 million shares, which is 24.21% of his total holdings and 3.55% of Dike's total share capital [2]. Group 2 - Dike Co., Ltd. was established in 2010 and listed on the Shenzhen Stock Exchange's Growth Enterprise Market in June 2020, being the first listed company in China for photovoltaic conductive silver paste [2]. - The company focuses on the photovoltaic new energy sector while also developing semiconductor packaging materials and electronic components [2]. - In the first half of 2025, Dike achieved revenue of 8.34 billion yuan, a year-on-year increase of 9.93%, but the net profit attributable to shareholders decreased by 70.03% to 69.81 million yuan due to a significant rise in silver prices [2]. - The semiconductor packaging material business saw a substantial revenue increase of 75.1% year-on-year, reaching 11.54 million yuan, indicating a dual-driven growth pattern of "photovoltaic + semiconductor" [2].
帝科股份涨2.01%,成交额3.12亿元,主力资金净流入1994.62万元
Xin Lang Cai Jing· 2025-09-29 05:18
9月29日,帝科股份盘中上涨2.01%,截至13:05,报65.00元/股,成交3.12亿元,换手率3.89%,总市值 92.15亿元。 资金流向方面,主力资金净流入1994.62万元,特大单买入3297.36万元,占比10.57%,卖出3565.59万 元,占比11.43%;大单买入1.03亿元,占比32.93%,卖出8006.25万元,占比25.68%。 帝科股份今年以来股价涨59.63%,近5个交易日涨9.72%,近20日涨28.18%,近60日涨46.59%。 资料显示,无锡帝科电子材料股份有限公司位于江苏省无锡市宜兴市屺亭街道永盛路8号,成立日期 2010年7月15日,上市日期2020年6月18日,公司主营业务涉及高性能电子材料的研发、生产和销售。主 营业务收入构成为:光伏导电浆料74.86%,材料销售21.31%,存储芯片2.26%,其他1.43%,半导体封 装浆料0.14%。 责任编辑:小浪快报 帝科股份所属申万行业为:电力设备-光伏设备-光伏辅材。所属概念板块包括:送转填权、新能源、光 伏玻璃、太阳能、TOPCon电池等。 截至6月30日,帝科股份股东户数2.01万,较上期增加4.11%;人均 ...
帝科股份:控股股东史卫利质押172.4万公司股份
Xin Lang Cai Jing· 2025-09-26 12:23
Core Viewpoint - The announcement reveals that the controlling shareholder and actual controller of the company, Shi Weili, has pledged 1.724 million shares, which accounts for 8.30% of his holdings and 1.22% of the company's total share capital [1] Summary by Relevant Categories Share Pledge Details - The pledge started on September 25, 2025, and is for personal funding needs [1] - Shi Weili and his concerted actors have a total of 5.028 million pledged shares, representing 15.36% of their holdings and 3.55% of the company's total share capital [1] Risk Assessment - Currently, there is no risk of forced liquidation or transfer of shares [1]