商道创投网·会员动态｜协鑫光电·完成近2亿元C2轮融资

Core Insights - GCL-Poly's recent completion of nearly 200 million CNY Series C2 financing led by Xinda Asset and Sequoia Capital highlights the growing interest in perovskite solar technology [1][3] - The company has established the world's first GW-level perovskite tandem module production line, achieving over 29% efficiency for large-sized modules [2] - The funding will be used for equipment upgrades, process optimization, and expanding the global R&D center to support a 10GW production expansion plan by 2026 [3] Investment Rationale - Sequoia Capital emphasizes that perovskite tandem technology is the only viable path to surpassing silicon efficiency limits, with GCL-Poly demonstrating superior yield and cost curves compared to competitors [4] - The synergy within GCL Group's operations in granular silicon and BC cells creates a closed-loop system from materials to modules, making it a compelling investment opportunity [4] Market Context - Recent government initiatives from the Ministry of Industry and Information Technology and the National Energy Administration to promote perovskite industrialization, along with financial support from the Kunshan High-tech Zone, indicate a favorable policy environment [5] - The investment reflects confidence in GCL-Poly's management team and the urgency to capitalize on the rapidly evolving solar technology landscape [5]