无锡宛山湖畔，极电光能建设的钙钛矿光伏园区屋顶、幕墙、车棚与围栏上都布满了钙钛矿光伏组 件。"整个园区数百米的围墙由3000余块钙钛矿光伏组件构成，总装机容量256千瓦，年发电量达16.8万 千瓦时，相当于每年减排108吨二氧化碳。"极电光能副总裁杨生介绍，这种"围栏即电站"的设计，将传 统工业建筑的边界转化为能源生产单元，打破了建筑与能源系统的物理隔阂。 目前，极电光能生产的钙钛矿光伏组件在上海、广州、合肥等多个城市实现多场景商业化应用。"公司 将持续布局钙钛矿整线全生命周期服务，以创新技术助力钙钛矿光伏产业化进程进一步提速。"姜伟龙 说。(经济日报记者 薛海燕 蒋 波) "在生产实践中，我们依托自主研发的钙钛矿量产技术整体解决方案以及稳定性成套解决方案，针对大 面积制备、高效率与高稳定性等方面，提出了长期有效的可持续提升方案。"姜伟龙说。今年2月初，极 电光能建设的吉瓦级钙钛矿光伏组件生产线投产运行，组件面积2.81平方米，尺寸与晶硅产品相当，效 率在17%以上。 "与传统晶硅材料相比，钙钛矿光伏组件具有转化效率上限高、迭代速度快、工艺流程短、原料成本低 等优势。"姜伟龙说，公司通过深度融合钙钛矿光伏技术 ...

编辑丨王多鱼 排版丨水成文 钙钛矿光伏 技术的商业化需要克服三大关键障碍：制造过程中有毒溶剂的使用、大面积钙钛矿薄膜的质量不 均问题，以及有限的工作可靠性。 2025 年 12 月 4 日，南京大学 谭海仁 / 肖科 团 队联合 国防科技创新研究院 常 超 研究员及 仁烁光能 的 研究人员，在国际顶尖学术期刊 Science 上 发表了题为： Improved solvent systems for commercially viable perovskite photovoltaic modules 的研究论文。 该研究开发了一种用于商业化 钙钛矿光伏组件制备的 三组分 绿色溶剂 体系，成功 制备出 7200 平方厘米 的稳定钙钛矿光伏组件，其功率转换效率经权威认证高达 17.2%。 为钙钛矿光伏技术的商业化生产开辟了 一条环境友好型路径。 在这项最新研究中，研究团队开发了基于 γ-戊内酯/2-甲基四氢呋喃/二甲基亚砜 （ GVL/2- MeTHF/DMSO ） 的三组分绿色溶剂，以代替 具有毒性的N,N-二甲基甲酰胺等溶剂， 并通过添加表面活性 剂使薄膜边缘区域保持均匀的蒸发速率。从而 通过优化离子配位与 ...

运用这种新技术，团队试制了一批长1.2米、宽0.6米的商用尺寸组件。肖科介绍，自2024年以来，这批 组件已通过湿热环境、热循环、紫外照射等多种可靠性测试，先后获德国、美国、中国相关检验机构的 认证和许可，在江苏苏州一年多的户外实测结果也显示，组件的光电转化效率表现稳定。 谭海仁表示，南京大学已与仁烁光能共同提交了相关技术的专利申请，并通过150兆瓦中试生产线获得 性能稳定的成品。"我们在推进大尺寸钙钛矿光伏电池走向市场的同时，还将持续加大研发力度，进一 步提升电池效率和稳定性。"谭海仁说。 （文章来源：新华网） 记者从南京大学获悉，该校谭海仁教授课题组与钙钛矿光伏企业仁烁光能（苏州）有限公司组成的联合 团队，成功研制可直接接触空气的环保溶剂，离量产大尺寸钙钛矿光伏电池的目标又近了一步。国际学 术期刊《科学》12月5日在线发表相关研究论文。 谭海仁介绍，钙钛矿作为新一代光伏技术的热门材料，具有柔性、成本低、效率高、能耗少等多项优 势。然而，大尺寸钙钛矿光伏电池在量产时，长期存在薄膜质量不稳定、工艺不环保以及可靠性不持久 三大难题，导致钙钛矿"叫好难叫座"。 "要破解这三难，就好比手里捧着一块三角形平板，板上有 ...

Core Insights - Perovskite materials are evolving from a photovoltaic technology term to a key investment theme across multiple sectors, particularly in aerospace and satellite systems where energy supply is a primary challenge [1] - The perovskite industry is accelerating towards commercialization, with significant advancements in production efficiency and stability, marking 2025 as a pivotal year for capacity expansion [1][2] - Technological breakthroughs are crucial for industry expansion, with perovskite cell efficiency surpassing 27% and flexible perovskite cells achieving 20.3% efficiency [1] Industry Expansion and Technological Breakthroughs - The photovoltaic industry is experiencing a phase of oversupply, leading to a market fatigue regarding pure technological iterations [2] - Perovskite materials are uniquely suited for orbital energy systems due to their lightweight, high power-to-weight ratio, and flexibility, which can significantly reduce launch costs and adapt to various deployment mechanisms [2] - The ability of perovskite materials to quickly form films at low temperatures and their self-healing properties under radiation damage make them ideal for harsh space environments [2] Investment Opportunities - Investment logic around perovskite materials should focus on two main lines: the certainty of equipment demand from technological iterations in the photovoltaic sector and the incremental market opportunities from high-performance, flexible components for new applications like space [3] - Core production equipment suppliers are expected to benefit first from the capacity construction phase [3] Focus Areas for Investment - Core process equipment providers, such as JinkoSolar, JingShan Light Machinery, Maiwei Co., and Aolide, are positioned to benefit from the capacity construction cycle [4] - Mass production pioneers and material companies, like GCL-Poly and BOE Technology Group, that have achieved scale production or are involved in key material layouts [5] - Technology integrators and scene developers, which are actively engaging in perovskite business and possess strong engineering and integration capabilities, may accelerate the realization of new applications [5]

Group 1 - Company will continue to increase investment in perovskite solar cell research and development, focusing on improving key technical indicators such as photoelectric conversion efficiency, stability, and lifespan [1] - Perovskite solar cells, as a representative of third-generation nanofilm batteries, have significant advantages including high efficiency, lightweight, and flexibility [1] - The company leverages its long-term accumulated capabilities in glass-based processing, thin-film preparation, packaging, and large-scale intelligent manufacturing to support the R&D and production of perovskite solar cells, accelerating the industrialization process [1] Group 2 - The company is currently focused on enhancing the efficiency and lifespan of perovskite batteries, aiming to address the challenges of industrializing perovskite thin-film solar cell technology [1] - A demonstration power station with a capacity of hundreds of kWh has been established, and additional outdoor verification stations will be built to comprehensively assess the stability of perovskite components in practical applications [1] - The company successfully produced the first 1.2m x 2.4m perovskite photovoltaic component on October 18, marking a significant step in the industrialization of perovskite technology [1] Group 3 - The company is accelerating research to meet ISOS and IEC standards for lifespan solutions, aiming to provide technical solutions for large-scale production lines [1] - The company plans to expedite the industrialization process, transitioning from pilot line technology to large-scale production while continuously reducing production costs [1] Group 4 - At the Global Mobile Communications Conference, a brand under the company launched the world's first solar charging mobile phone utilizing the company's perovskite photovoltaic technology, showcasing the application potential of perovskite technology in diverse scenarios [2]

Core Insights - The article discusses a breakthrough in perovskite solar technology, highlighting the use of laser annealing to improve crystal growth while preventing environmental degradation [2][3][4]. Group 1: Research Findings - A study published in the journal Science demonstrates that laser annealing can create crystalline perovskite films under ambient conditions, avoiding degradation products typically produced during thermal annealing [2]. - The research identified a degradation-free window lasting approximately 123 ± 18 seconds, during which the effects of water and oxygen are effectively mitigated [3]. - The use of nanosecond laser for 25 seconds of annealing achieved a record 24% power conversion efficiency for a 100 cm² rigid perovskite solar module, surpassing previous scalability records [2][4]. Group 2: Technical Details - The laser annealing process utilizes a wavelength of 455 nm and a power density of 20 W/cm², which is two orders of magnitude higher than traditional thermal annealing methods [3]. - The study also revealed that this method prevents the accumulation of hexagonal perovskite phases, which can negatively impact performance [3][4]. - The achieved efficiencies include 24.0% for rigid components and 20.7% for flexible components, demonstrating a significant advancement in the field [4].

Core Insights - Renshine Solar (Suzhou) Co., Ltd. has achieved a stable efficiency of over 22% for its perovskite photovoltaic modules, marking a significant milestone in the commercialization of perovskite solar technology, comparable to traditional silicon photovoltaics [1][4] Industry Development - The theoretical photoelectric conversion efficiency of perovskite materials can reach 45%, with production costs being one-tenth of silicon [2][3] - China is leading the global development of perovskite photovoltaics, with notable research efficiencies achieved by institutions such as the Chinese Academy of Sciences and Renshine Solar [3] - The perovskite technology is recognized in national planning documents as a key direction for development, receiving strong policy support [2][3] Market Trends - The perovskite industry is experiencing rapid technological advancements, with Renshine Solar's 22% efficiency being a critical performance threshold for full commercialization [4] - Perovskite modules exhibit over 10% higher actual power generation efficiency compared to silicon under the same conversion efficiency, with Renshine Solar's modules achieving over 24% actual power generation efficiency [4] - The market for perovskite applications is diversifying, with products like photovoltaic tiles and flexible outdoor power sources being developed to meet various customer needs [5] Investment and Ecosystem - The perovskite industry ecosystem is becoming increasingly robust, with various companies investing in R&D and production capabilities [6] - The Ministry of Industry and Information Technology of China has emphasized support for the industrialization of perovskite materials, indicating a commitment to advancing high-efficiency photovoltaic technologies [6] - The global market for perovskite photovoltaic modules is projected to reach approximately 20 GW by 2030, with a market space of around 20 billion yuan, reflecting a compound annual growth rate (CAGR) of 243% from 2025 to 2030 [5][6]

Core Viewpoint - Perovskite tandem solar cells are deemed the inevitable choice for the next phase of photovoltaics, with an expected efficiency of 28% by 2026, presenting a cost-performance advantage over silicon cells [1][3]. Group 1: Efficiency and Cost-Performance - The efficiency ceiling for tandem cells is projected to be 44%, significantly higher than the current silicon route, with mass production efficiency expected to exceed 35% in the long term [1]. - The perovskite tandem cells are anticipated to achieve a premium of 1.28 yuan/W while maintaining a cost of only 1.2 yuan/W, indicating a viable commercial logic and a significant market expectation gap [2]. - As the scale of perovskite production increases and costs decrease, the cost per watt of tandem components is expected to decline further, enhancing their cost-performance ratio compared to silicon [3]. Group 2: Industry Development and Expansion - The perovskite market has been developing for nearly three years, with significant industrial progress despite low capital market attention. By October 2025, nearly 10 companies are expected to have 100MW production lines [4]. - Major industry players like BOE and CATL are investing in GW-level production lines, with several companies already having launched GW lines, indicating a trend towards expansion in the perovskite sector [4]. - The compatibility of perovskite tandem production with silicon capacity suggests that major silicon manufacturers are likely to expand their GW lines by 2026 [4].

Core Insights - Recent advancements in perovskite solar cells have significantly improved their efficiency and operational stability, marking a pivotal moment for the industry [1][2] - The perovskite photovoltaic industry in China is experiencing rapid breakthroughs, with a focus on scaling up production capacity to GW levels by 2025 [2][3] - Government policies are clearly supporting the development and pilot testing of advanced photovoltaic technologies, indicating a promising future for the industry [3] Group 1: Technological Advancements - Perovskite solar cells have achieved notable improvements in light conversion efficiency and operational stability, with laboratory results showing a lifespan increase to over three times that of traditional solutions and maintaining a high efficiency of 26.2% [1] - The efficiency of perovskite tandem cells has surpassed 30% globally for the first time, showcasing the potential for technological integration with existing solar technologies [1] Group 2: Industrialization Progress - The perovskite photovoltaic industry is entering a critical phase of technological scaling, with the first full-size perovskite module launched by GCL-Poly and the largest commercial module announced by Fina Solar [2] - 2025 is projected to be a landmark year for the production of GW-level perovskite production lines, with several companies planning to commence mass production [2] Group 3: Policy Support - The Ministry of Industry and Information Technology has outlined key directions for the development of pilot platforms, explicitly supporting the research and testing of perovskite solar cells [3] - The application of perovskite technology is expanding into new fields, such as space applications and flexible solar films, indicating a broadening market potential [3]

Core Viewpoint - The research team led by Yu Jingbi from the Institute of Semiconductors, Chinese Academy of Sciences, has made significant advancements in perovskite solar cells, achieving a power conversion efficiency of 27.2% and enhancing operational stability, laying a crucial foundation for the industrialization of perovskite solar cells [1] Group 1: Industry Developments - Perovskite solar cells are expected to become the next generation of photovoltaic technology due to their high efficiency potential and low costs, with GW production lines gradually being established by 2025 [1] - The perovskite industry has begun to reveal its market potential between 2022 and 2023, with the establishment of several hundred MW pilot production lines [1] - The production cost for current hundred MW mass production is approximately 1 to 1.5 yuan/W, with packaging materials like glass accounting for over 30% of the cost; it is anticipated that costs for GW-level production could drop to below 0.8 yuan/W [1] Group 2: Market Outlook - The market for perovskite solar cells is broad, with equipment and materials expected to benefit first; the production process is shorter and easier to scale [1] - By 2030, perovskite production capacity is expected to exceed 100 GW, with the component market reaching nearly 40 billion yuan [1] - The penetration rate in the downstream market is expected to gradually increase, with distributed scenarios projected to reach a penetration rate of 5.6% by 2030, while the ground market continues to expand [1]