传统光伏持续低迷，钙钛矿该如何走出独特风景线？

Core Viewpoint - The photovoltaic industry is facing significant challenges, with major companies reporting revenue declines and net losses, highlighting the impact of price wars and weak demand. However, perovskite technology is emerging as a promising alternative, despite its current limitations in stability and large-scale production [3][4][5]. Industry Challenges - Major players in the photovoltaic sector, including Jinko, Longi, JA Solar, and Trina, have all reported revenue declines and net losses in Q1 2025, indicating a severe industry downturn [3]. - Perovskite technology, while promising due to its higher theoretical efficiency and lower production costs, still faces challenges such as stability issues and the need for large-scale manufacturing techniques [4][5]. Technological Advancements - Perovskite technology is being explored for various applications, including building-integrated photovoltaics (BIPV), wearable devices, and consumer electronics, opening new markets that traditional silicon cannot reach [4]. - Companies like GCL-Poly and Tianmu Energy are making strides in technology and production processes, with GCL-Poly launching the world's first AI high-throughput perovskite production equipment [7][8]. Market Developments - In Q1 2025, the perovskite industry saw over 14 financing cases, raising more than 1.4 billion yuan, indicating strong market confidence in this emerging technology [8]. - The upcoming 2025 Perovskite Materials and Devices Industry Development Forum aims to facilitate discussions on commercialization paths and technological breakthroughs, highlighting the industry's collaborative efforts [9][10]. Future Outlook - The perovskite industry is transitioning from feasibility discussions to focusing on improving production efficiency, stability, and market acceptance, marking a critical phase in its development [9]. - The forum scheduled for May 23-24, 2025, in Suzhou will address key challenges and innovations in the perovskite sector, potentially shaping its future trajectory [10].