利好来袭!刚刚,重大进展!
券商中国·2025-11-10 23:43

Core Viewpoint - Recent advancements in perovskite solar cells have led to a prototype device achieving a power conversion efficiency of 27.2%, significantly enhancing operational stability, which lays a crucial foundation for the industrialization of perovskite solar technology [3][4]. Group 1: Technological Breakthroughs - The research team from the Chinese Academy of Sciences has developed a perovskite solar cell with a power conversion efficiency of 27.2%, marking a significant improvement from previous efficiencies [3][4]. - The study published in the journal "Science" highlights a new strategy to achieve uniform distribution of chlorine ions in the perovskite layer, which enhances the cell's performance and stability [3][4]. - The new perovskite film exhibits a carrier lifetime extended to 20 microseconds and a significant reduction in interface defect density, contributing to the improved efficiency [4]. Group 2: Market Trends and Industry Dynamics - The photovoltaic industry has seen a stabilization and recovery in prices since the third quarter, driven by "anti-involution" policies, with the total market capitalization of the A-share photovoltaic sector exceeding 2 trillion yuan [1][7]. - Major photovoltaic companies reported improved profitability in Q3 2025, attributed to stabilized prices and reduced inventory impairment losses [7]. - The "anti-involution" policies focus on price and quantity control, leading to a rise in prices across the photovoltaic supply chain since July, with signs of profitability returning in the silicon material segment [7][8]. Group 3: Future Outlook - The recent policy from the National Energy Administration encourages the development of photovoltaic and wind energy in mining areas, which is expected to create new growth opportunities for the solar industry [8]. - The ongoing advancements in perovskite technology and the establishment of domestic supply chains are expected to support the industry's transition towards large-scale commercialization [4][5].