国盛证券:钙钛矿光伏技术突破与产业化加速并行 设备与材料环节迎来机遇
智通财经网·2025-11-17 09:17

Core Insights - Recent advancements in perovskite solar cells have significantly improved their efficiency and operational stability, marking a pivotal moment for the industry [1][2] - The perovskite photovoltaic industry in China is experiencing rapid breakthroughs, with a focus on scaling up production capacity to GW levels by 2025 [2][3] - Government policies are clearly supporting the development and pilot testing of advanced photovoltaic technologies, indicating a promising future for the industry [3] Group 1: Technological Advancements - Perovskite solar cells have achieved notable improvements in light conversion efficiency and operational stability, with laboratory results showing a lifespan increase to over three times that of traditional solutions and maintaining a high efficiency of 26.2% [1] - The efficiency of perovskite tandem cells has surpassed 30% globally for the first time, showcasing the potential for technological integration with existing solar technologies [1] Group 2: Industrialization Progress - The perovskite photovoltaic industry is entering a critical phase of technological scaling, with the first full-size perovskite module launched by GCL-Poly and the largest commercial module announced by Fina Solar [2] - 2025 is projected to be a landmark year for the production of GW-level perovskite production lines, with several companies planning to commence mass production [2] Group 3: Policy Support - The Ministry of Industry and Information Technology has outlined key directions for the development of pilot platforms, explicitly supporting the research and testing of perovskite solar cells [3] - The application of perovskite technology is expanding into new fields, such as space applications and flexible solar films, indicating a broadening market potential [3]