中信证券：钙钛矿、固态电池需求催化碘产业链迎来投资机会

Core Insights - Emerging demands such as perovskite solar cells and solid-state batteries are expected to significantly increase iodine consumption, leading to a potential rise in iodine prices [1] Industry Summary - Iodine is a crucial component in perovskite photovoltaic materials, with approximately 10 tons of iodine required for 1 GW of perovskite solar cell modules [1] - Iodine is also an important additive in sulfide solid electrolytes, with an estimated requirement of about 90 tons of iodine for 1 GWh of solid-state batteries [1] - The supply of iodine is constrained by overseas giants, while traditional demands from pharmaceuticals and displays remain stable, making iodine prices more likely to rise than fall [1] Company Focus - Companies with high-quality iodine recovery capacity, large-scale hydrogen iodide production, and overseas iodine mining rights are recommended for investment consideration [1]