OLED材料行业动态跟踪：钙钛矿叠层组件正式商业化，OLED材料商推动钙钛矿领域研发

Investment Rating - The report maintains an "Overweight" rating for the industry [6] Core Insights - The commercialization of perovskite tandem modules has been achieved, with significant advancements in the OLED materials sector driving research and development in the perovskite field [1] - The first successful shipment of 500kW perovskite α tandem modules by Xina Photovoltaics marks a milestone in the global application of perovskite-silicon tandem technology [1] - The similarities between perovskite solar cells and OLED technology present opportunities for cross-industry collaboration and innovation [2][3] Summary by Sections Industry Developments - Xina Photovoltaics has successfully shipped the first commercial perovskite-silicon tandem modules, indicating a significant step forward in the solar energy sector [1] - BOE Technology Group is increasing its investment in the perovskite field, leveraging its existing OLED technology and manufacturing processes to enhance perovskite solar cell production [3] Material and Equipment Advancements - Several OLED material companies are actively developing materials and equipment for perovskite solar cells, with ongoing testing and prototype development [4] - Aolaide has invested 49 million yuan in developing perovskite solar cell deposition equipment and low-cost organic perovskite materials, with progress reported in prototype testing [4] Investment Recommendations - The report suggests focusing on domestic OLED material manufacturers such as Aolaide, Wanrun Co., Ruile New Materials, and Light Optoelectronics for potential growth in the perovskite sector [5]