光伏产业景气周期回升
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微导纳米:长期深耕光伏产业 有望受益行业景气周期回升
Quan Jing Wang· 2025-11-05 00:57
Core Viewpoint - The event "Capital 'X' Gravity, Innovation High Ground - Wuxi's First Investor Reception Day for Listed Companies" highlighted the ongoing transformation in the photovoltaic industry towards high-quality development driven by national policy guidance and technological innovation [1] Industry Summary - The photovoltaic cell manufacturers are actively promoting industry transformation through technological innovation and cost control, leading to accelerated industry integration and technological iteration [1] - The demand for high-end equipment is directly driven by these industry changes, with companies possessing relevant technological reserves and R&D capabilities gaining stronger market competitiveness [1] Company Summary - MicroGuide Nano (688147) has been deeply engaged in the photovoltaic new energy industry, with product reserves, layouts, and shipments in battery technologies such as TOPCon, XBC, perovskite, and perovskite tandem [1] - The company provides globally leading equipment products and solutions to downstream manufacturers, continuously leading the technological development of the industry [1]