协鑫光电2.76m²钙钛矿组件首片下线 成为全球钙钛矿领域尺寸最大量产商业化产品

Core Viewpoint - The successful launch of the world's largest commercial perovskite solar module by GCL-Poly Energy Holdings marks a significant milestone in the transition of China's perovskite industry from technological foresight to large-scale production, injecting strong "Chinese momentum" into the global energy structure transformation [1] Group 1: Product Launch and Significance - GCL-Poly's 2400mm×1150mm perovskite module is the largest mass-produced commercial product in the global perovskite field, achieving breakthroughs in conversion efficiency, stability, and manufacturing costs [1] - The perovskite tandem module utilizes a four-terminal stacking architecture, compatible with existing TOPCon, BC, and HJT production lines, enabling seamless collaboration between perovskite and silicon-based technologies [1] - The launch represents a redefinition of cost reduction logic in the photovoltaic industry, emphasizing the need to break traditional material utilization limits to unlock the cost-reduction potential of perovskite technology [1] Group 2: Industry Implications - The successful mass production of large-sized modules confirms the maturity of perovskite technology, overcoming key industrial challenges such as uniform coating, defect control, and long-term reliability [1] - Increasing module size enhances single-module power output, significantly reducing balance of system (BOS) costs and further lowering levelized cost of electricity (LCOE), facilitating the complementary coexistence of perovskite and traditional silicon markets [1] - GCL-Poly's first-mover advantage establishes a benchmark for perovskite module sizes, potentially guiding the industry from "small-size experiments" to a new competitive phase focused on "large-size, high-efficiency" products, promoting high-quality development in the global perovskite industry [1] Group 3: Future Plans - GCL-Poly plans to accelerate the full-speed operation of its GW-level production line to release capacity, meet market demand, and enhance process efficiency and yield [2] - The company aims to collaborate with upstream and downstream partners to improve raw material supply, equipment manufacturing, and system integration, promoting coordinated development across the entire industry chain [2]