智通财经网·2025-11-13 12:57Group 1 - The Ministry of Industry and Information Technology (MIIT) has issued a notice to accelerate the construction of pilot platforms for the manufacturing industry, focusing on advanced photovoltaic technologies such as perovskite solar cells and tandem solar cells [1] - The value of equipment in the early stage of perovskite industrialization is high, with the value of a single GW equipment exceeding 1 billion yuan, and the price of a 100MW production line equipment ranging from 300 million to 400 million yuan [3] - Companies such as Jiejia Weichuang (300724.SZ) are recommended as leading players in the semiconductor equipment sector, with other companies like Manstech (301325.SZ), Jing Shan Light Machine (000821.SZ), and others also suggested for attention [1] Group 2 - The GW production lines of companies like BOE and Jidian Energy are set to be operational between the second half of 2024 and the first half of 2025, with GCL-Poly's first perovskite module having been produced recently, marking significant advancements in efficiency, stability, and manufacturing costs [2] - The transition from laboratory and pilot stages to large-scale commercial applications for perovskite technology is being marked by the release of a 2.88m² module with a power output of 509.21W, certified by TÜV Rheinland [2] - Equipment manufacturers are expected to benefit first as the perovskite industry moves from the 0-1 stage of industrialization, with customized production capacity designs and advanced technologies being highlighted in the offerings of leading equipment suppliers [3]