招商证券：高银价加速代银浆料规模化应用浆料技术变革或是本轮供给侧破局点

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智通财经APP获悉，招商证券发布研报称，近年来银价持续上升，尤其2025年大涨后浆料成本占比已经超过硅料，且银价大幅波动对产业链盈利影响巨大，贱金属替代更加迫切。结合产业反馈当前在粉体、浆料、电池环节的深度合作下铜代银已取得积极进展，若顺利产业化各参与环节均有望获得丰厚回报，同时考虑周期底部技术扩散节奏更慢，浆料技术变革或是本轮供给侧的破局点。招商证券主要观点如下：浆料是电池制造的关键材料，影响...

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招商证券：高银价加速代银浆料规模化应用 浆料技术变革或是本轮供给侧破局点

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招商证券：高银价加速代银浆料规模化应用浆料技术变革或是本轮供给侧破局点