会：随着产业盈利开始修复，带来降本增效的新技术有望实现从0到1的过程，核心关注聚和材料(688503.SH)、〈a class=singleStock target=_blank onmouseover=javascript:tip.createStockTips (event,hs_300842,帝科股份) href=/300842/〉帝科股份（300842）(300842.SZ)、〈a class=singleStock target=_blank onmouseover=javascript:tip.createStockTips (event,hs_600732,爱旭股份) href=/600732/〉爱旭股份（600732）(600732.SH)、〈a class=singleStock target=_blank onmouseover=javascript:tip.createStockTips (event,hs_300776,帝尔激光) href=/300776/〉帝尔激光（300776）(300776.SZ)、〈a class=singleStock target=_blank onmouseover=javascript:tip.createStockTips (event,hs_300751,迈为股份) href=/300751/〉迈为股份（300751）(300751.SZ)、〈a class=singleStock target=_blank onmouseover=javascript:tip.createStockTips (event,hs_300118,东方日升) href=/300118/〉东方日升（300118）(300118.SZ)等。  钙钛矿迈向GW级量产元年，上游材料与设备厂商率先受益：钙钛矿GW级布局带来的产业化机会，核心关注〈a class=singleStock target=_blank onmouseover=javascript:tip.createStockTips (event,hs_600586,金晶科技) href=/60
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