钙钛矿产业化进程不断推进

Core Viewpoint - Perovskite solar cells are recognized as the most promising next-generation photovoltaic technology due to their excellent electrical and optical properties, as well as higher theoretical photoelectric conversion efficiency [1] Industry Summary - According to CITIC Securities, perovskite modules are expected to achieve a critical breakthrough from "1" to "10" in the coming years, with global shipments projected to reach approximately 20 GW by 2030, representing a market space of about 20 billion yuan, corresponding to a CAGR of 243% from 2025 to 2030 [1] - The rapid development of perovskite modules is anticipated to drive significant growth in equipment demand, with the equipment market space in the perovskite module sector expected to reach 10 billion yuan by 2030, reflecting a CAGR of approximately 74% from 2025 to 2030 [1] - The domestic production rate of perovskite equipment is continuously increasing, supporting the large-scale development of the perovskite industry [1] Company Summary - Since 2025, companies such as Extreme Electric Energy and GCL-Poly have launched multiple quasi-GW-level perovskite production lines, significantly enhancing product competitiveness and advancing the industrialization process of perovskite technology [1] - Investment opportunities in the perovskite industry are recommended along the following main lines: 1. Perovskite battery modules: Focus on leading companies with first-mover advantages and investment opportunities in crystalline silicon enterprises [1] 2. Perovskite equipment: Emphasize high-value segments such as perovskite coating and laser equipment [1] 3. Perovskite auxiliary materials: Pay attention to high-value segments like TCO glass [1]