光伏设备：工信部发文加快钙钛矿中试平台建设，产业化加速设备商优先受益

Investment Rating - The report maintains an "Accumulate" rating for the photovoltaic equipment industry [1] Core Insights - The Ministry of Industry and Information Technology has issued a notice to accelerate the construction of perovskite pilot platforms, which will benefit equipment manufacturers [4] - The gradual implementation of GW lines and accelerated industrialization progress are noted, with major companies like BOE and Jinko Solar starting production [4] - The initial stage of perovskite industrialization presents high equipment value, with single GW equipment valued over 1 billion and 100MW complete line equipment priced between 300-400 million [4] - Investment recommendations include leading semiconductor equipment manufacturers and specific companies such as Jiejia Weichuang and others [4] Summary by Sections - Policy Development: The Ministry of Industry and Information Technology has focused on advanced photovoltaic technologies, including perovskite solar cells [4] - Industrial Progress: Companies like BOE and Jinko Solar have begun production of GW lines, marking significant advancements in efficiency and cost [4] - Equipment Value: The report highlights the high value of equipment in the early stages of perovskite industrialization, with significant investment opportunities for equipment manufacturers [4] - Investment Suggestions: Recommendations include specific companies in the semiconductor equipment sector, indicating a positive outlook for these firms [4]