Jinko Solar(SH:688223) Shang Hai Zheng Quan Bao·2026-01-08 04:03Core 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, aiming for mass production within three years [1][2] Group 1: Strategic Collaboration - The partnership aims to create the world's first "AI decision-making - robotic execution - data feedback" closed-loop experimental line for perovskite-silicon tandem solar cells [1] - JinkoSolar's deep expertise in photovoltaic research combined with Jingtai Technology's strengths in quantum physics algorithms and AI predictive models will drive advancements in high-efficiency and high-stability perovskite tandem solar cells [1][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 [2] - The lightweight, low-cost, and flexible characteristics of perovskite cells make them particularly suitable for space photovoltaic applications, potentially reducing the solar wing deployment area on satellites [2][6] Group 3: Industry Trends - There is a growing interest among photovoltaic companies in the potential applications of perovskite technology in space, with several firms, including JinkoSolar, Trina Solar, and others, exploring this area [3] - Companies like Renshou Energy and Xiexin Photovoltaic have conducted experiments on perovskite cells for space applications, indicating a shift towards more targeted development in this field [3][4] Group 4: Technical Advantages - Perovskite technology is recognized for its lightweight, thin, flexible, low-cost, high-efficiency, and radiation-resistant properties, making it a promising candidate for space photovoltaic applications [6] - The power-to-weight ratio and cost per watt are critical metrics for evaluating space photovoltaic products, with perovskite cells showing a maximum power-to-weight ratio of 50W/g compared to traditional silicon and gallium arsenide [6] Group 5: Future Development - The transition of perovskite technology to space applications will require rigorous testing and validation to meet the unique challenges posed by the space environment [8] - Companies are focusing on developing manufacturing capabilities that can meet the extreme conditions of space, including radiation resistance and extreme temperature variations [8]