Core Insights - The perovskite solar cell industry is experiencing significant advancements, with a prototype achieving a power conversion efficiency of 27.2% and improved operational stability, laying a crucial foundation for industrial development [3][4]. Perovskite Solar Cell Developments - A research team from the Chinese Academy of Sciences has developed a perovskite solar cell prototype with a power conversion efficiency of 27.2%, significantly enhancing its operational stability [3]. - The quality of the perovskite film has improved, with carrier lifetime extended to 20 microseconds and a substantial reduction in interface defect density [3]. - The solar cell maintained 86.3% of its initial efficiency after 1529 hours of continuous operation and 82.8% after 1000 hours under accelerated aging conditions at 85°C [3]. Industry Milestones - GCL-Poly's GW-level perovskite production line has achieved a historic milestone with the first large-sized commercial perovskite module being produced [3]. - The domestic production rate of TCO conductive film glass has surpassed 95%, enhancing supply chain security [3]. Market Trends and Investment Opportunities - The perovskite sector is witnessing a robust trend of "technological breakthroughs, industrial implementation, and supply chain localization," focusing on three main areas: supply-side reform leading to price increases, long-term growth opportunities from new technologies, and industrialization opportunities from GW-level perovskite layouts [4]. Stock Performance and Financing - A total of seven perovskite battery stocks have seen net financing purchases exceeding 100 million yuan since Q4 2025, with Longi Green Energy and Aiko Solar leading the list [6]. - Longi Green Energy reported a revenue of 50.915 billion yuan for the first three quarters, a year-on-year decrease of 13.10%, while its net profit was a loss of 3.403 billion yuan, showing a reduction in losses compared to the previous year [9]. - Tongwei Co. achieved a revenue of 64.6 billion yuan, down 5.38% year-on-year, with a net loss of 5.27 billion yuan, also showing a reduction in losses [9]. Companies with Stable Growth - Thirteen perovskite battery stocks reported net profits exceeding 100 million yuan with stable growth, including Jietu, Xian Dao Intelligent, and Weidao Nano, with profit growth rates of 97.3%, 94.97%, and 64.84% respectively [10]. - Jietu achieved a revenue of 1.509 billion yuan, a year-on-year increase of 41.02%, while Xian Dao Intelligent reported a revenue of 10.439 billion yuan, up 14.56% year-on-year [10].
钙钛矿电池领域获重要进展 13股业绩稳定增长（附名单）
Zheng Quan Shi Bao Wang·2025-11-11 00:01