研判2026！中国钙钛矿电池行业产业链、产能、市场规模、重点企业布局情况及发展趋势分析：应用范围十分宽广，市场规模有望突破100亿元[图]

Core Viewpoint - Perovskite batteries are emerging as a promising technology with significant potential for efficiency improvement and cost reduction, with a wide range of applications. China has made rapid progress in this field despite a late start, with breakthroughs in technology and the establishment of GW-level production lines leading to initial industrial transformation and market release [1][4]. Group 1: Market Size and Capacity - The market size for perovskite batteries in China is projected to grow from 130 million yuan in 2022 to 3.75 billion yuan by 2025, with an expected capacity increase to 4 GW [4]. - By 2026, the market size is anticipated to exceed 10 billion yuan, with new capacity reaching approximately 16 GW [4]. - The total capacity of perovskite batteries in China is expected to reach 161 GW by 2030 [4]. Group 2: Industry Chain - The upstream of the perovskite battery industry chain includes materials such as TCO glass, target materials, POE adhesive films, and butyl rubber, as well as equipment like coating and laser devices [4]. - The midstream involves the production and manufacturing of perovskite batteries and components, while the downstream applications are primarily in the photovoltaic sector, including BIPV, vehicle-mounted photovoltaics, and indoor photovoltaics [4]. Group 3: Competitive Landscape - Leading research teams globally include the European Thin-Film Solar Cell Research Alliance, Berlin University of Technology, Helmholtz Berlin Institute, UNIST, and several prominent universities and research institutions in the U.S. and China [6][7]. - The domestic landscape features key players such as GCL-Poly, Xinao Photovoltaic, and Extreme Electric Energy, alongside traditional photovoltaic giants like LONGi Green Energy, Trina Solar, and JA Solar [7]. Group 4: Development Trends - Perovskite solar cells have made significant advancements in efficiency and stability over the past decade, positioning them as a key technology in the photovoltaic field, comparable to silicon-based solar cells and other technologies [7][8]. - Future trends indicate a focus on further theoretical research, overcoming technical bottlenecks, reducing costs, enhancing stability, and optimizing structures, which are essential for the development of perovskite batteries [7].