Group 1: Perovskite Solar Cells - Perovskite technology is expected to dominate the next generation of solar cells, with a projected market of 130GW by 2030 and a cost reduction of 40% to 0.8 yuan per watt [2][3] - The efficiency potential of perovskite cells is high, and the gradual establishment of GW production lines by 2025 will enhance cost reduction and efficiency [2][4] - Key areas to focus on include perovskite components, equipment, packaging, and TCO glass [2] Group 2: PEEK Materials - PEEK materials are crucial for lightweight solutions in various industries, including aerospace, automotive, medical, and robotics [6][7] - The market for PEEK materials in humanoid robots is projected to reach 4.2 billion yuan by 2027, highlighting significant growth potential [6][9] - Domestic companies are accelerating their entry into the PEEK market, which is currently dominated by overseas players [6][8]
研报金选丨钙钛矿量产倒计时，2030年130GW市场引爆，这3类企业或将垄断下一代光伏市场
第一财经·2025-07-07 02:08