智通财经APP获悉，晶泰控股("晶泰"，"晶泰科技"，02228)近日宣布，与晶科能源股份有限公司(688223.SH)子公司签署人工智能(AI)+自动化高通量叠层 太阳能电池研发战略合作协议，双方将共同成立合资公司，共建全球首个"AI 决策-机器人执行-数据反馈"全闭环叠层电池智造线 ，为不同的应用场景开 发高效率、高稳定性的太阳能电池产品。此举标志着两家在不同技术领域的领军者强强联合，正式开启在钙钛矿叠层等下一代光伏技术领域的深度协同。 联合实验室将突破性地通过把材料结构、配方、工艺、表征结果、器件性能等关键参数进行编码化(tokenize)，实现基于大语言模型(LLM)以及多模态AI推 理和进化的迭代循环，重塑光伏研发范式，加速颠覆性技术的产业化进程。 晶泰科技：AI赋能材料创新的破局者 晶泰科技自 2015 年成立以来，始终聚焦 AI 与材料科学的交叉创新，打造了行业领先的 AI for Science (科学智能)研发平台。通过整合量子物理算法、AI 预测模型与大规模机器人自动化实验，平台实现从微观机理到宏观实验的跨尺度创新，突破虚拟算法与真实实验间的壁垒。其智能自主实验平台拥有超 200 台自动化 ...

Core Viewpoint - Jingtai Holdings ("Jingtai", "Jingtai Technology", 02228.HK) has announced a strategic cooperation agreement with a subsidiary of JinkoSolar Holding Co., Ltd. to develop AI and automation-driven high-throughput perovskite solar cell technology [1] Group 1 - The partnership will establish a joint venture to create the world's first "AI decision-making - robotic execution data feedback" closed-loop perovskite solar cell manufacturing line [1] - The collaboration aims to develop high-efficiency and high-stability solar cell products for various application scenarios [1] - A joint laboratory will utilize a breakthrough approach by encoding key parameters such as material structure, formulation, process, characterization results, and device performance [1] Group 2 - The project will leverage large language models (LLM) and multimodal AI reasoning for iterative cycles, aiming to reshape the photovoltaic research and development paradigm [1] - The initiative is expected to accelerate the industrialization process of disruptive technologies in the solar energy sector [1]

Core Viewpoint - The article discusses the emerging focus on space photovoltaic technology, highlighting its potential to meet the energy demands of future space exploration and artificial intelligence applications, as well as the strategic importance of this technology for energy security and technological advancement [2][4]. Group 1: Space Photovoltaic Technology Overview - Space photovoltaic refers to solar power systems installed on spacecraft or satellites, which can provide continuous energy supply by harnessing solar energy in space and transmitting it back to Earth [2]. - The technology has historical roots, with its first applications in aerospace due to high costs, and has evolved to become a critical component in modern space missions [2][3]. Group 2: Advantages of Space Photovoltaic - Space photovoltaic systems can generate energy without the limitations of weather and day-night cycles, offering a more efficient and stable power source compared to ground-based solar systems [3]. - The theoretical efficiency of space photovoltaic systems is significantly higher than that of terrestrial systems, making them essential for supporting deep space exploration and artificial intelligence computing needs [3]. Group 3: Challenges Facing Space Photovoltaic - The technology faces significant challenges, including the need for materials that can withstand extreme space conditions, high deployment and maintenance costs, and an immature supply chain for space-grade photovoltaic components [3][4]. - There is also a need for advancements in wireless energy transmission efficiency and precision for future energy transfer from space to Earth [3]. Group 4: Strategic Importance and Future Development - Space photovoltaic technology holds the potential to transform global energy supply structures and contribute to carbon neutrality goals, thereby enhancing national energy security [4]. - The development of this technology could drive innovations in various fields, including lightweight materials and robotics, creating a positive feedback loop that promotes industrial upgrades [4]. - Countries are increasingly recognizing the importance of space resource development, making early investments in space photovoltaic infrastructure crucial for future economic competition [4][5]. Group 5: Development Pathway - The commercialization of space photovoltaic technology is expected to be a gradual process, starting with energy supply for specific space facilities, progressing to support low Earth orbit satellite constellations, and eventually enabling large-scale energy transmission to Earth [5]. - For China, leveraging institutional advantages and fostering collaboration between public and private sectors in the photovoltaic and aerospace industries is essential for overcoming technical challenges and achieving breakthroughs [5].

Core Viewpoint - JinkoSolar has signed a strategic cooperation agreement with Jingtai Technology to establish a joint venture focused on the research and development of AI-enabled high-throughput perovskite tandem solar cells [1] Group 1: Company Developments - JinkoSolar will collaborate with Jingtai Technology, a platform enterprise empowered by AI and robotics, to advance the development of solar technology [1] - The joint venture aims to leverage AI technology for innovative solar cell solutions, specifically targeting perovskite tandem solar cells [1] Group 2: Industry Trends - Leading companies in the photovoltaic sector, such as Renshou Energy, GCL-Poly, and Xina Solar, are exploring perovskite solar cells, indicating a growing interest in this technology [1] - Perovskite solar cells have begun initial space experiments, suggesting potential future applications in space environments [1]

不同光伏产品的功率质量比 （数据来源：仁烁光能合作研究论文） 郭晨凯 制图 ◎记者 王玉晴 1月7日，晶科能源宣布，与人工智能+机器人赋能研发创新的平台型企业晶泰科技签署战略合作协议， 双方将共同成立合资公司，推进基于AI技术的高通量钙钛矿叠层太阳能电池合作研发。晶科能源预 计，钙钛矿叠层电池有望在未来三年左右迈向规模化量产，并提到钙钛矿叠层电池"可显著缩减卫星太 阳能翼展开面积""是太空光伏中长期的最优解"。 同日，上海证券报记者从仁烁光能、协鑫光电、纤纳光电等头部"光伏新势力"企业（即专注做钙钛矿光 伏的创业公司）了解到，钙钛矿此前已开启部分太空实验，未来企业有望进一步针对太空场景进行开 发。 钙钛矿叠层电池剑指太空光伏 晶科能源介绍，双方将共建全球首个"AI决策—机器人执行—数据反馈"全闭环钙钛矿-晶硅叠层实验 线，依托晶科能源深厚的光伏研发积淀与晶泰科技在量子物理算法、AI预测模型与大规模机器人自动 化实验等前沿领域的独特优势，重点攻关高效率、高稳定性的钙钛矿叠层太阳能电池。 "此次合作的深远意义在于，它不仅是单一技术的突破，也预示着当AI与自动化机器人取代传统'试错 法'时，整个光伏产业的创新速率与 ...

Core Viewpoint - JinkoSolar has signed a strategic cooperation agreement with Jingtai Technology to establish a joint venture focused on the research and development of AI-enabled high-throughput perovskite tandem solar cells, which are expected to achieve large-scale production in about three years [1][2]. Group 1: Strategic Cooperation and Development - The joint venture aims to create the world's first "AI decision-making - robot execution - data feedback" closed-loop experimental line for perovskite-silicon tandem solar cells, leveraging JinkoSolar's photovoltaic research foundation and Jingtai Technology's expertise in quantum physics algorithms and AI predictive models [2]. - The collaboration signifies a breakthrough not only in technology but also in redefining the innovation pace and boundaries of the photovoltaic industry through AI and automation [2]. Group 2: Market Potential and Applications - Perovskite tandem solar cells are expected to significantly reduce the levelized cost of electricity (LCOE) by approximately 15% compared to traditional technologies, enhancing system economics [2]. - The lightweight, high-radiation resistance, and flexible characteristics of perovskite tandem solar cells make them particularly suitable for space photovoltaic applications, potentially becoming the optimal solution for long-term space energy needs [2][7]. Group 3: Industry Trends and Research - Several photovoltaic companies, including JinkoSolar, have increased their focus on space photovoltaic applications, highlighting the promising future of perovskite technology in this sector [3]. - Companies like Renshou Energy and Xiexin Photovoltaic have conducted space experiments with perovskite technology, indicating a growing interest in developing applications for space environments [4][5]. Group 4: Technical Advantages and Challenges - Perovskite technology is viewed as a potential leading option for space photovoltaics due to its lightweight, thin, flexible, low-cost, high-efficiency, and radiation-resistant properties [7]. - Key performance indicators for space photovoltaic products include power-to-weight ratio and cost per watt, with perovskite solar cells showing a maximum power-to-weight ratio of 50W/g, significantly higher than traditional silicon and gallium arsenide cells [7]. Group 5: Future Directions and Considerations - The industry acknowledges that while perovskite technology holds great promise for space applications, extensive testing and validation are required before it can be fully realized [9]. - The unique challenges posed by the space environment necessitate advanced manufacturing capabilities and adherence to specific testing and quality standards for perovskite solar cells [9].

Core Viewpoint - JinkoSolar has signed a strategic cooperation agreement with Jinko Technology to establish a joint venture focused on the research and development of AI-based high-throughput perovskite tandem solar cells, aiming for large-scale production in approximately three years [1] Group 1 - JinkoSolar and Jinko Technology will collaborate to advance the development of perovskite tandem solar cells [1] - The partnership is expected to leverage both companies' technological foundations and cooperation plans [1] - Large-scale production of perovskite tandem cells is anticipated within the next three years [1]

Group 1 - The "anti-involution" trend is reshaping supply and demand in the photovoltaic industry, with price recovery expected as the market stabilizes. The introduction of energy storage at parity in key markets is accelerating, alleviating pressure on the grid from rapid increases in photovoltaic installations. The long-term demand outlook is optimistic due to rising computing power needs and breakthroughs in photovoltaic technology for space applications [2][12][14]. Group 2 - The penetration of low-silver and silver-free technologies is expected to increase rapidly, with leading companies likely to recover profitability faster than the industry average. The rise in silver prices is driving the adoption of these technologies, which are crucial for cost reduction [3][38][43]. Group 3 - The auxiliary material sector, under pressure for over three years, is expected to see a recovery in profitability as companies diversify their business models. Leading firms are preparing for a second growth phase, which will enhance their revenue streams [4][63]. Group 4 - Beneficiary analysis indicates that companies leading in low-silver and silver-free technology, such as Longi Green Energy and JinkoSolar, are well-positioned to benefit from cost advantages. Companies actively investing in energy storage, like Trina Solar and JA Solar, are also expected to see early recovery in profitability [5][73]. Group 5 - Global demand for photovoltaic installations is projected to grow, with an estimated 600 GW and 610 GW of new installations in 2025 and 2026, respectively. However, growth rates may slow due to market saturation in core regions like China and Europe [8][14]. Group 6 - The supply side is experiencing overcapacity, with significant production increases expected in silicon materials and components. The "anti-involution" movement is leading to reduced capital expenditures, which may help manage supply effectively [12][30]. Group 7 - The photovoltaic industry is witnessing a shift towards new technologies and applications, such as space photovoltaics and perovskite solar cells, which are expected to expand market opportunities significantly [49][54].

Group 1 - The core focus of the article is on the progress of using base metals like copper and nickel as substitutes for silver paste in photovoltaic (PV) cell manufacturing, which is essential for cost reduction in metalization [1] - Major companies such as Jinko, Trina, Longi, and Huasheng have developed specific solutions for different battery technology routes, with some technologies already entering small-scale production [1] - The industry faces three common challenges in the transition to base metal substitutes: the lack of mass production plans for HJT copper paste, the need for stability verification in TOPCon silver-coated copper, and unresolved efficiency degradation issues with nickel-containing silver paste [2] Group 2 - Copper paste is identified as a key choice for base metal substitution, with significant differences in its processing compared to traditional silver paste, leading to both cost and technical challenges [3] - The advantages of copper paste include a substantial reduction in silver demand, as back-side silver paste accounts for over 40% of silver usage in PV applications, and the potential for long-term cost reductions, with prices theoretically dropping below 1000 RMB per kilogram [6] - However, challenges include the inferior oxidation resistance and welding stability of copper compared to silver, increased investment due to new equipment, and the current reliance on testing phases for most solutions [7] Group 3 - Various metalization technology routes are being innovated, with laser transfer, film transfer, and screen printing techniques each having their own advantages and challenges, leading to significant differences in industrialization progress [8] - Screen printing technology currently leads in terms of mass production capabilities, while laser transfer remains a long-term focus due to its high paste savings, and film transfer is lagging due to a lack of industrial validation [8] Group 4 - The photovoltaic metalization sector is undergoing a dual transformation involving the substitution of base metals for silver paste and innovations in processing techniques, which will directly impact cost reduction and efficiency improvements in the industry [9] - The competition in metalization technology is expected to intensify with the release of new technologies like perovskite and BC around 2026-2027, favoring companies with technological reserves and mass production capabilities [9]

Core Viewpoint - JinkoSolar is focusing on advancing its N-type TOPCon technology and expanding its production capacity, aiming to maintain its leadership in the solar energy sector [2][3]. Group 1: Company Performance - On January 7, JinkoSolar's stock rose by 0.83%, with a trading volume of 820 million yuan and a turnover rate of 1.37%, bringing its total market capitalization to 60.732 billion yuan [1]. - As of September 30, JinkoSolar reported a revenue of 47.986 billion yuan for the first nine months of 2025, a year-on-year decrease of 33.14%, and a net profit attributable to shareholders of -3.92 billion yuan, a decline of 422.67% [7][8]. Group 2: Technology and Production - The company has a strong technological reserve in the N-type TOPCon field, with clear pathways for efficiency improvement and cost reduction, and plans to increase investment to maintain its leading position in the "N-type era" [2]. - JinkoSolar has successfully ramped up production at its 16GW N-type TOPCon battery facilities in Hefei and Haining, with the Hefei plant achieving full production and a mass production efficiency of 24.7% [2]. - The company is also actively developing new technologies, including IBC and perovskite battery technologies, and has achieved a world record in conversion efficiency for perovskite/TOPCon tandem batteries [2]. Group 3: Market and Shareholder Information - As of September 30, JinkoSolar had 77,300 shareholders, an increase of 4.14% from the previous period, with an average of 129,456 circulating shares per person, a decrease of 3.97% [7]. - The company has distributed a total of 3.355 billion yuan in dividends since its A-share listing, with 3.125 billion yuan distributed over the past three years [9].