请阅读最后评级说明和重要声明-60%-50%-40%-30%-20%-10%0%10%000300.SH801735.SL投资要点➢➢➢➢➢2一、工艺技术迭代&装机规模提升驱动光伏设备快速发展.............................................................41.光伏设备位于光伏产业链中游.....................................................................................................................42.光伏技术快速迭代，技术升级驱动设备更新换代........................................................................................53.受益技术迭代与装机规模提升，光伏设备需求高景气.................................................................................8二、技术变革正当时，把握核心生产设备增量机会......................................................................91.硅料设备：多晶硅还原炉为主工艺核心生产设备........................................................................................92.硅片设备：单晶炉和切片机价值量占比高.................................................................................................103.电池片设备：新技术带来设备新增量........................................................................................................124.组件设备：串焊机和层压机为核心设备....................................................................................................15三、投资建议............................................