京东方A接待20家机构调研,包括淡水泉(北京)投资管理、天风证券、百年保险资管、华泰证券资管等
Jin Rong Jie·2026-01-06 02:16

Core Viewpoint - BOE Technology Group (京东方A) has significant advantages in the perovskite solar cell sector, leveraging its long-term experience in the display industry to enhance perovskite research and production capabilities, achieving a record time of 38 days from the setup of its pilot line to the first sample output [1][3]. Group 1: Advantages of Perovskite Technology - Perovskite solar cells offer lower theoretical costs, simplified processes, and lower fabrication temperatures compared to traditional silicon solar cells [4]. - They possess flexible, impact-resistant, and anti-cracking properties, making them more reliable during transportation and application [4]. Group 2: Application and Development - The company has accelerated the demonstration of perovskite technology, launching the world's first perovskite BIPV (Building-Integrated Photovoltaics) project, "Zero Carbon House," which received national certification and the "Energy Storage Application Award" [2][5]. - Collaborations with leading consumer electronics companies are underway to develop innovative products such as photovoltaic price tags and autonomous vehicles [5]. Group 3: Project Progress and Efficiency - The company is developing rigid, flexible, and stacked component technology in parallel, achieving industry-leading efficiency levels across its three research platforms [6][7]. - Rigid components have reached a steady-state efficiency of 27.37%, while flexible components have achieved efficiencies of 21.39% in experimental lines and 16.6% in pilot lines, with the latter being the largest and highest power flexible components in the industry [7]. Group 4: Focus Areas and Future Plans - The company is concentrating on improving the efficiency and lifespan of perovskite cells, with plans to establish outdoor verification stations to assess stability under various environmental conditions [8]. - Future plans include increasing R&D investment to enhance conversion efficiency, stability, and lifespan, while accelerating the transition from pilot line technology to large-scale production to reduce costs [8].

TF Securities-京东方A接待20家机构调研,包括淡水泉(北京)投资管理、天风证券、百年保险资管、华泰证券资管等 - Reportify