研报掘金丨国盛证券：维持京东方A“买入”评级，钙钛矿光伏业务顺利布局

格隆汇2025-07-10

国盛证券研报指出，京东方A钙钛矿光伏业务顺利布局，强调资本战略向价值转型。钙钛矿光伏目前已建成手套箱、实验线和全行业第一条最大的中试线，仅用38天就成功产出行业首片2.4×1.2m中试线样品，标志着产业化迈出重要一步；玻璃基封装业务已布局试验线，成立了玻璃基先进封装项目组，实现样机产出。今年6月底已完成设备搬入。当前行业格局趋于稳定，大规模产线投资已不再是公司发展主旋律。在此背景下，京东方将于...

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