光伏设备行业跟踪：BC阵营不断扩大，去银少银不断推进

Investment Rating - The industry investment rating is "Buy" [2] Core Viewpoints - The BC camp is continuously expanding, with a strategic cooperation agreement signed for a 16GW HPBC battery project, indicating strong collaboration in the photovoltaic industry [2] - The report highlights the ongoing reduction of silver usage in photovoltaic cells, with innovations in materials such as copper paste that maintain efficiency while lowering costs [2] - Investment recommendations include leading companies in the laser equipment sector for photovoltaic applications, such as 帝尔激光 (Dier Laser), and others like 捷佳伟创 (Jiejia Weichuang) and 迈为股份 (Maiwei Co.) that are well-positioned in various technology segments [2][5] Summary by Relevant Sections Industry Overview - The report discusses the expansion of the BC battery camp and the ongoing efforts to reduce silver usage in photovoltaic cells, which is crucial for sustainable development in the industry [2] Company Recommendations - Recommended companies include: - 帝尔激光 (Dier Laser) with a focus on laser equipment for TOPCon batteries [5] - 捷佳伟创 (Jiejia Weichuang) with strong technology capabilities across multiple photovoltaic technologies [5] - 迈为股份 (Maiwei Co.) leading in HJT technology and expanding into various innovative areas [5] - 奥特维 (Aotewei) as a leader in string welding machines and other equipment [5] - 晶盛机电 (Jingsheng Mechanical) as a leader in pulling crystal equipment [5]