Cybrid(SH:603212) Zhi Tong Cai Jing·2025-11-19 12:51Core Viewpoint - Saiwu Technology (603212.SH) has announced the successful first batch delivery of light conversion films for perovskite tandem modules, marking a significant milestone in the commercialization of this technology in the photovoltaic sector [1] Group 1: Company Developments - The recent batch delivery is a small-scale shipment, and the business is currently in the early stages of commercialization, with the shipment volume and sales amount being minimal, accounting for less than 0.05% of the company's projected revenue for 2024 [1] - The successful delivery signifies the first commercial application of perovskite technology in the global market, potentially paving the way for large-scale development in this field [1] Group 2: Industry Insights - Perovskite technology is noted for its high theoretical limits in photoelectric conversion efficiency and wide range of application scenarios, with ongoing industrialization efforts [1] - The downstream market for perovskite technology is still in the initial stages of commercialization, indicating future uncertainties regarding technology and market demand [1]