2025光伏行业结构性扩产潮来袭，这5类企业成设备销售“香饽饽”

ITBEAR科技资讯12-02

光伏行业在经历整体调整期时，结构性机遇正呈现出蓬勃态势。随着N型技术加速迭代、海外市场持续扩容，五类企业正引领新一轮扩产热潮，成为光伏设备供应商竞相争夺的核心客户群体。在N型电池片制造领域，TOPCon与HJT技术路线产能扩张势头迅猛。晶科能源、钧达股份、华晟新能源等头部企业已启动10GW级新产线建设，对PECVD镀膜设备、硼扩散炉、激光转印机等关键装备的需求量激增。据行业数据显示，相关设备更新...

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