机构：钙钛矿有望成为下一代光伏电池技术方向

Core Viewpoint - The research team led by Yu Jingbi from the Institute of Semiconductors, Chinese Academy of Sciences, has made significant advancements in perovskite solar cells, achieving a power conversion efficiency of 27.2% and enhancing operational stability, laying a crucial foundation for the industrialization of perovskite solar cells [1] Group 1: Industry Developments - Perovskite solar cells are expected to become the next generation of photovoltaic technology due to their high efficiency potential and low costs, with GW production lines gradually being established by 2025 [1] - The perovskite industry has begun to reveal its market potential between 2022 and 2023, with the establishment of several hundred MW pilot production lines [1] - The production cost for current hundred MW mass production is approximately 1 to 1.5 yuan/W, with packaging materials like glass accounting for over 30% of the cost; it is anticipated that costs for GW-level production could drop to below 0.8 yuan/W [1] Group 2: Market Outlook - The market for perovskite solar cells is broad, with equipment and materials expected to benefit first; the production process is shorter and easier to scale [1] - By 2030, perovskite production capacity is expected to exceed 100 GW, with the component market reaching nearly 40 billion yuan [1] - The penetration rate in the downstream market is expected to gradually increase, with distributed scenarios projected to reach a penetration rate of 5.6% by 2030, while the ground market continues to expand [1]