光伏新势力，打造产业第二增长曲线

Core Insights - The photovoltaic equipment leader, Maiwei Co., Ltd. (300751.SZ), raised 1.967 billion yuan to enhance perovskite tandem equipment, leveraging HJT low-temperature process compatibility for full-line solutions [1] - Jiangsu photovoltaic companies are actively innovating and expanding in perovskite solar cells, aiming to capture market leadership and establish a second growth curve for the industry [1] - Trina Solar (688599.SH) holds the highest number of patents in the perovskite solar cell field globally, indicating a strong competitive position [2] Group 1: Industry Developments - The first GW-level production line for perovskite solar cells has been established by Jidian Energy in Wuxi, achieving mass production of 450W modules and securing a 5MW order from Japan [1] - Renshuo Energy has developed a production capacity of 150MW and plans to build a GW-level mass production line this year [1] - GCL-Poly Energy's unicorn subsidiary, GCL Solar, plans to launch a 1GW perovskite tandem production line in Kunshan this year, with expected efficiency reaching around 26% by year-end [1] Group 2: Technological Innovations - Research from Nanjing University has identified that iodine ion movement in perovskite films can create micro-defects, leading to efficiency degradation, and a new technique has been developed to mitigate this issue [2] - The perovskite solar cell production process is simpler and requires fewer equipment types, which enhances manufacturing efficiency [4] - Renshuo Energy's fully automated production line significantly reduces manufacturing time, completing ten processes in just 60 minutes [4] Group 3: Market Trends - The focus of photovoltaic power stations is shifting towards the efficiency of components rather than cost, as seen in the operation of a 1MW perovskite solar power station by Huaneng in Qinghai [5] - The year 2025 is anticipated to be a milestone for the mass production of perovskite solar cells, accelerating the commercialization process [6] - Perovskite technology is viewed as the second growth curve for the photovoltaic industry, with potential costs being one-third of crystalline silicon [6]