Zhi Tong Cai Jing·2025-12-02 02:00Core Insights - The Chinese perovskite photovoltaic industry is entering a critical phase of technological scaling, marked by significant breakthroughs since 2025 [1][2] - BOE Technology Group (京东方) is leading the charge in perovskite solar technology, becoming one of the first companies to achieve large-scale production [1][3] Industry Developments - The perovskite photovoltaic industry in China has seen rapid advancements, with the first GW-level perovskite production line launched by GCL-Poly Energy on October 29, 2023 [2] - The year 2025 is projected to be a milestone for the commercialization of GW-level perovskite production lines, with several companies, including GCL-Poly and Xina Solar, set to commence production [2] Company Strategies - BOE has diversified into the perovskite sector as part of its "Screen IoT" strategy, establishing a dedicated subsidiary for perovskite technology development [3] - The company has leveraged its existing capabilities in glass processing and large-scale manufacturing to accelerate the commercialization of perovskite solar cells [3][5] Technological Advancements - Various technological routes, including rigid, flexible, and tandem components, are being developed concurrently, with efficiency breakthroughs reported [4] - Rigid components have achieved a certified efficiency of 27.3%, while flexible components reached 20.11% efficiency [4] - Tandem components have set new records, with experimental line efficiencies reaching 28.42% [4] Production Capacity - BOE has invested 871 million yuan in a 500MW perovskite production line, which is expected to produce 912,500 modules [5] - The production line is set to commence operations in December 2024, positioning BOE as a pioneer in large-scale perovskite production [5]