Zhong Guo Zheng Quan Bao·2025-06-13 21:23Core Viewpoint - The photovoltaic industry is experiencing intensified competition, with technological innovation and cost reduction becoming the main themes for development. Perovskite solar cells are seen as a crucial technology to break through the efficiency bottleneck of traditional photovoltaics, with significant investments from major companies in this area [1][3]. Industry Developments - Perovskite solar cells have advantages such as high photoelectric conversion efficiency, adjustable bandgap, and substantial cost reduction potential. The theoretical maximum efficiency for single-junction perovskite cells is 33%, while perovskite tandem cells could exceed 40% [1]. - Major companies like Longi Green Energy, JinkoSolar, GCL-Poly, and Trina Solar are actively investing in the research and development of perovskite-silicon tandem cells, transitioning from experimental to pilot production lines [1][2]. Company Strategies - Longi Green Energy has proposed a "dual-wheel drive" strategy focusing on innovation and collaboration, with significant investments in cutting-edge fields such as perovskite technology [2]. - Trina Solar anticipates that perovskite-silicon tandem cell technology will become mainstream, with expected efficiency improvements of 4 percentage points over current crystalline silicon cells [2]. - JinkoSolar is leveraging AI technology to accelerate the development of tandem cells, achieving an experimental efficiency of 34.22% for perovskite-silicon tandem cells [2]. Investment and Funding - Maiwei Co., a leading photovoltaic equipment manufacturer, plans to raise 1.967 billion yuan through convertible bonds for the industrialization of perovskite tandem solar cell equipment, reflecting the growing investment demand in this sector [3]. - GCL-Poly has initiated a 10 billion yuan perovskite industry fund and a 3 billion yuan perovskite equipment fund, indicating a comprehensive approach to commercializing perovskite technology [3]. Commercialization Outlook - Despite existing challenges in mass production, such as stability and cost reduction, there is a consensus that perovskite technology is the future of photovoltaics. Companies are accelerating the industrialization process through various models [3][4]. - The integration of perovskite with silicon cells is seen as a key development, with potential efficiency improvements of 50% and cost reductions of 20% compared to traditional components [4]. Policy Support - The Chinese government has introduced multiple policies to support the development of the perovskite solar cell industry, emphasizing the need to master new generation high-efficiency and low-cost photovoltaic technologies [5]. - The ongoing collaboration between leading companies and research institutions is expected to further enhance the commercialization prospects of perovskite solar cells [5].