Jinko Solar(SH:688223) Shang Hai Zheng Quan Bao·2026-01-07 16:01Core Viewpoint - JinkoSolar has signed a strategic cooperation agreement with Jingtai Technology to establish a joint venture focused on the research and development of AI-enabled high-throughput perovskite tandem solar cells, which are expected to achieve large-scale production in about three years [1][2]. Group 1: Strategic Cooperation and Development - The joint venture aims to create the world's first "AI decision-making - robot execution - data feedback" closed-loop experimental line for perovskite-silicon tandem solar cells, leveraging JinkoSolar's photovoltaic research foundation and Jingtai Technology's expertise in quantum physics algorithms and AI predictive models [2]. - The collaboration signifies a breakthrough not only in technology but also in redefining the innovation pace and boundaries of the photovoltaic industry through AI and automation [2]. Group 2: Market Potential and Applications - Perovskite tandem solar cells are expected to significantly reduce the levelized cost of electricity (LCOE) by approximately 15% compared to traditional technologies, enhancing system economics [2]. - The lightweight, high-radiation resistance, and flexible characteristics of perovskite tandem solar cells make them particularly suitable for space photovoltaic applications, potentially becoming the optimal solution for long-term space energy needs [2][7]. Group 3: Industry Trends and Research - Several photovoltaic companies, including JinkoSolar, have increased their focus on space photovoltaic applications, highlighting the promising future of perovskite technology in this sector [3]. - Companies like Renshou Energy and Xiexin Photovoltaic have conducted space experiments with perovskite technology, indicating a growing interest in developing applications for space environments [4][5]. Group 4: Technical Advantages and Challenges - Perovskite technology is viewed as a potential leading option for space photovoltaics due to its lightweight, thin, flexible, low-cost, high-efficiency, and radiation-resistant properties [7]. - Key performance indicators for space photovoltaic products include power-to-weight ratio and cost per watt, with perovskite solar cells showing a maximum power-to-weight ratio of 50W/g, significantly higher than traditional silicon and gallium arsenide cells [7]. Group 5: Future Directions and Considerations - The industry acknowledges that while perovskite technology holds great promise for space applications, extensive testing and validation are required before it can be fully realized [9]. - The unique challenges posed by the space environment necessitate advanced manufacturing capabilities and adherence to specific testing and quality standards for perovskite solar cells [9].