钙钛矿产线代建是门好生意吗

Core Viewpoint - The article discusses the emerging business of perovskite line construction services by Renshuo Solar, highlighting the growing interest from various sectors in perovskite technology and the complexities involved in establishing production lines [1][2][4]. Group 1: Company Overview - Renshuo Solar, founded by Professor Tan Hairen from Nanjing University, focuses on perovskite solar technology and has recently launched a formal business in perovskite line construction services [1]. - The company has identified three main types of potential clients interested in perovskite production lines: traditional enterprises planning to transform, industrial capital, and startups [1][6]. Group 2: Market Demand and Trends - There is a significant demand for perovskite line construction services, with over five procurement projects reported this year, indicating a growing trend in the market [2]. - The cost of building a gigawatt-level perovskite production line is estimated to be between 800 million to 1 billion yuan [2][7]. - Many companies recognize the potential of photovoltaic technology but lack the necessary technical expertise, prompting them to seek construction services to expedite their entry into the market [6]. Group 3: Technical Challenges - Establishing a perovskite production line is more complex than traditional silicon-based lines due to the reliance on diverse chemical formulations and the lack of standardized processes [4][5]. - The industry currently faces challenges in material and equipment standardization, which complicates the construction of perovskite lines and affects the profitability of equipment manufacturers [5][6]. Group 4: Industry Dynamics - The perovskite construction service model is seen as a way to lower industry entry barriers, attracting more participants and capital into the sector [9]. - The previous experience with the construction model in the silicon photovoltaic sector led to rapid capacity expansion but also resulted in financial difficulties for some companies, prompting a more cautious approach in the perovskite sector [3][9].