【风口研报】这个稀缺金属资源可用于钙钛矿电池添加,提升稳定性及相关性能,受益于太空光伏等场景未来5年需求复合增速高达94%
财联社·2026-02-05 13:26
Group 1 - The article highlights a scarce metal resource that can be used as an additive in perovskite batteries, enhancing stability and related performance, with a projected compound annual growth rate (CAGR) of 94% in demand over the next five years, and two listed companies have already made early investments in this area [1] - The operating rates of core chemical products such as PX and ethylene glycol are recovering, and a specific company possesses rare storage resources and has established a global service network, aiming to create a "super chemical Amazon" through its distribution business [1]