经济观察报·2025-09-07 09:20Core Viewpoint - The article discusses the growing trend of perovskite line construction services in the photovoltaic industry, highlighting the increasing demand and the challenges associated with building perovskite production lines [2][4][12]. Group 1: Market Demand for Perovskite Line Construction - More than five perovskite line construction projects have been disclosed this year, with the number continuing to rise [1][3]. - Companies are eager to establish production lines or research lines to seize market opportunities, especially as having a production line is often a prerequisite for obtaining investment [10][11]. - The demand for perovskite line construction services varies significantly based on production capacity and technology paths, with service fees ranging from millions to tens of millions [10] Group 2: Challenges in Perovskite Production Line Construction - Building a perovskite production line is significantly more complex than constructing a silicon photovoltaic line due to the reliance on diverse chemical formulations for materials [6][8]. - The lack of standardized processes in perovskite production complicates the construction of production lines, as different companies adopt various methods [6][8]. - Material costs remain high in the overall cost structure of perovskite components, and the development cycle for material suppliers is lengthy, making cost reduction challenging [8][10]. Group 3: Industry Dynamics and Trends - The perovskite construction service market is primarily driven by traditional enterprises looking to transition, industrial capital, and startups, as well as academic institutions seeking to support research [2][10]. - Major state-owned energy groups have begun procuring perovskite technology services to establish experimental bases, indicating a shift towards perovskite as a key technology in the photovoltaic sector [2][4]. - The construction of a gigawatt-level perovskite production line is estimated to cost between 800 million to 1 billion yuan [4][11]. Group 4: Historical Context and Future Outlook - The construction model of outsourcing production lines has previously led to rapid capacity expansion in the photovoltaic industry, but it also resulted in financial difficulties for some companies due to overcapacity and debt [12]. - Current practices in perovskite line construction often require prepayment models to mitigate risks associated with payment defaults seen in previous industry cycles [12]. - The industry is witnessing a shift towards attracting more participants and capital into the perovskite sector, aiming to lower entry barriers [12].