钙钛矿产业曙光渐近 产业链公司加紧布局

Group 1 - The perovskite battery sector has seen significant stock price increases, with a sector index rise of 3.74% from July 6 to July 8, and a cumulative increase of 7.48% over the past seven trading days [1] - Perovskite tandem batteries have surpassed the efficiency limits of single-junction cells, with theoretical efficiency limits of 33% for single-junction perovskite cells and over 40% for perovskite tandem cells, compared to 28.7%, 28.5%, and 29.1% for TOPCon, HJT, and IBC cells respectively [1][2] - The perovskite battery technology is entering the industrialization phase, with leading companies establishing GW-level production lines, and at least three such lines expected to be operational by 2025 [2][3] Group 2 - Perovskite batteries offer multiple advantages over traditional silicon cells, including higher theoretical conversion efficiency, lower production costs, better stability in various environmental conditions, and diverse application fields [2] - The market for perovskite battery equipment is projected to exceed 100 billion yuan by 2026 and could surpass 900 billion yuan by 2030 [2] - Companies like LONGi Green Energy and Shenzhen Jiejia Weichuang Energy Equipment Co., Ltd. are actively involved in the research and development of perovskite solar cell technologies, with LONGi having achieved a conversion efficiency of 34.85% for its perovskite and silicon experimental cells [3][4]