打破钙钛矿电池“短命魔咒”！中国团队重大突破

Core Viewpoint - Perovskite technology is recognized as the most promising next-generation photovoltaic technology, attracting significant market attention [1] Group 1: Research and Development - A Chinese research team has discovered a key method to extend the lifespan of solar cells, addressing the instability challenge of perovskite solar cells [2] - The team revealed the mechanism of instability, known as photomechanical-induced decomposition, and proposed a new method using graphene-polymer mechanical enhancement [2] - The newly developed solar cell device achieved a record operational lifespan of 3670 hours under standard sunlight and high temperatures, maintaining 97% efficiency [3] Group 2: Market Potential and Forecast - The efficiency, mass production capability, and production line scale of perovskite solar cells are maturing, paving the way for large-scale commercialization by 2025 [4] - Perovskite solar cells offer unique flexibility and large-area preparation potential, creating unprecedented opportunities in various fields, including photovoltaics, IoT, new energy vehicles, and aerospace [4] - The China Photovoltaic Industry Association (CPIA) predicts that by 2030, the penetration rate of perovskite photovoltaic modules in China could reach 30% [4] - According to the China Business Industry Research Institute, China's new perovskite battery production capacity is expected to reach 2 GW in 2024 and 161 GW by 2030 [4] Group 3: Company Developments - Over 20 listed companies in the A-share market are involved in perovskite battery businesses, with some making rapid progress [5] - Aolaide has completed the assembly and testing of its perovskite evaporation machine, measuring 650*450, and is advancing market promotion [5] - JingShan Light Machinery provides MW-level perovskite solutions and GW-level mass production equipment [6] - Jiejia Weichuang has delivered key equipment for perovskite solar cell production, aiding clients in refining industrial processes [6] - XianDao Intelligent has successfully shipped its GW line laser scribing equipment to leading domestic clients [7] - BOE A has successfully produced the first batch of samples from its perovskite photovoltaic battery pilot line [8] Group 4: Market Performance - Perovskite battery concept stocks have shown slightly stronger performance than the broader market, with an average increase of 4.93% year-to-date, outperforming the Shanghai Composite Index by over 4 percentage points [8] - However, many perovskite battery concept stocks have experienced significant pullbacks, with an average decline of 25.25% from their 2024 highs [8] - Six stocks have seen declines exceeding 30%, including Sunrise Orient, Zhonglai Shares, Jepter, Sunshine Power, Delong Laser, and Maiwei Shares, with Sunshine Power having the highest market capitalization at 140.439 billion [8]