近期，多家光伏企业表示，由于白银价格持续上涨，导致光伏组件关键原材料——银浆的成本大幅攀升，涨幅接近20%。银浆是制造太阳能电池片正面电极的核心材料，其导电性能直接影响电池转换效率。随着全球对可再生能源需求激增，光伏产业快速扩张，对白银的需求也水涨船高。与此同时，白银作为工业金属和贵金属的双重属性，使其价格受宏观经济、美元走势及投资情绪等多重因素影响，波动较大。今年以来，国际银价已多次刷新多年高位，进一步推高了光伏企业的生产成本。部分厂商正积极研发低银或无银技术路线，如铜电镀、银包铜等替代方案，以降低对高价白银的依赖。然而，这些新技术在量产稳定性、设备兼容性等方面仍面临挑战。业内专家指出，在短期内银浆仍是主流选择，企业需通过优化工艺、提升良率等方式缓解成本压力，同时加快技术迭代，以应对原材料价格波动带来的经营风险。
Recently, several photovoltaic (PV) manufacturers have reported that rising silver prices have driven up the cost of silver paste—a key raw material in solar cell production—by nearly 20%. Silver paste is essential for forming the front-side electrodes of solar cells, and its conductivity directly affects the cells’ energy conversion efficiency. As global demand for renewable energy surges, rapid expansion in the PV industry has significantly increased demand for silver. Compounding the issue, silver’s dual role as both an industrial metal and a precious commodity makes its price highly sensitive to macroeconomic conditions, U.S. dollar fluctuations, and investor sentiment. This year, international silver prices have repeatedly hit multi-year highs, further pressuring PV manufacturers’ production costs. In response, some companies are actively developing low-silver or silver-free alternatives, such as copper plating and silver-coated copper technologies, to reduce reliance on expensive silver. However, these emerging solutions still face challenges in mass production stability and equipment compatibility. Industry experts note that silver paste will remain the dominant choice in the short term, urging manufacturers to mitigate cost pressures through process optimization and yield improvement while accelerating technological innovation to manage the operational risks posed by volatile raw material prices.
原创文章，作者：admin，如若转载，请注明出处：https://ktez.cn/15776.html