9月11日，京东方在业绩说明会上表示，我们1.2米、2.4米中试线的效率稳定性已经通过了ITC的认证， 在一年前我还担心钙钛矿的不稳定性寿命是问题，其实我们现在可以比较自信地说其实钙钛矿光伏的寿 命稳定性已经不是大问题了，基本上是有保障的。 资讯编辑：陈群 021-26096771 资讯监督：乐卫扬 021-26093827 资讯投诉：陈跃进 021-26093100 ...

格隆汇9月11日｜京东方在业绩说明会上表示，我们1.2米、2.4米中试线的效率稳定性已经通过了ITC的 认证，在一年前我还担心钙钛矿的不稳定性寿命是问题，其实我们现在可以比较自信地说其实钙钛矿光 伏的寿命稳定性已经不是大问题了，基本上是有保障的。剩下的要去突破的就是我们不断地去努力在效 率上，我们也有信心在今年要用我们的试验线去挑战世界纪录，我们很自信在这个行业里面我们是走在 第一方阵的。 ...

京东方在业绩说明会上表示，我们1.2米、2.4米中试线的效率稳定性已经通过了ITC的认证，在一年前 我还担心钙钛矿的不稳定性寿命是问题，其实我们现在可以比较自信地说其实钙钛矿光伏的寿命稳定性 已经不是大问题了，基本上是有保障的。剩下的要去突破的就是我们不断地去努力在效率上，我们也有 信心在今年要用我们的试验线去挑战世界纪录，我们很自信在这个行业里面我们是走在第一方阵的。 ...

Core Viewpoint - China Huaneng has established the world's first 5 megawatt commercial-grade perovskite photovoltaic demonstration base in Qinghai Province, marking a significant transition of perovskite photovoltaic technology from laboratory to large-scale application [1]. Group 1 - The project utilizes advanced photovoltaic components to validate the performance and reliability of perovskite photovoltaics under high ultraviolet radiation conditions [3]. - China Huaneng aims to build a comprehensive "technology research and development - technology services - achievement transformation" system for perovskite photovoltaics, supporting the construction of large-scale renewable energy bases [3]. - The initiative positions China Huaneng as a "national team" for technological breakthroughs in perovskite photovoltaics, contributing to the high-quality development of the national photovoltaic industry [3].

Core Viewpoint - China Huaneng has successfully established the world's first 5 megawatt commercial-grade perovskite photovoltaic demonstration base in Qinghai Province, marking a significant transition of perovskite photovoltaic technology from laboratory to large-scale application [1] Group 1: Project Overview - The project aims to validate the performance and reliability of advanced perovskite photovoltaic technology under strong ultraviolet high irradiation conditions [1] - This initiative supports the iterative upgrade of China's perovskite photovoltaic technology [1] Group 2: Future Plans - China Huaneng plans to further develop a "technology research and development - technology service - achievement transformation" system for perovskite photovoltaics [1] - The company aims to build a national team for tackling key technological challenges in perovskite photovoltaics, contributing to the high-quality development of the national photovoltaic industry [1]

记者从南京大学获悉，该校谭海仁教授牵头的研究团队在柔性钙钛矿叠层光伏电池领域取得新突破。团 队开发的"气体淬火辅助的原位涂层技术"，大幅缩小柔性钙钛矿光伏电池与刚性钙钛矿光伏电池在光电 转化效率上的差距。相关实验室成果正在企业进一步转化、中试。国际学术期刊《自然—光子学》8月 22日刊发了论文。 据论文第一作者、南京大学2021级直博生李曼亚介绍，钙钛矿是新一代光伏技术的重点研究方向，相比 传统的晶硅材料，具有重量轻、易制备、材质柔软等特点。长期以来，用于制备钙钛矿薄膜的基板以玻 璃等刚性材料为主，尽管此类刚性钙钛矿光伏电池的光电转化效率已接近成熟的晶硅光伏电池，但并未 充分发挥钙钛矿的柔性优势。 与此同时，以塑料等柔性基板制备的钙钛矿薄膜，存在缺陷较多等问题，光电转化效率难以提升，成为 阻碍钙钛矿产业化的"拦路虎"。 "做新工科的基础研究，需要从产业中找问题，再回到产业去解题。"谭海仁2021年创办仁烁光能（苏 州）有限公司，将团队积累多年的钙钛矿研究成果进行转化，同年李曼亚加入谭海仁团队，接手柔性钙 钛矿课题。 这名天津姑娘用摊煎饼的过程打了个形象的比方——钙钛矿溶液就像面糊，摊到"鏊子"上以后，溶液在 ...

Core Viewpoint - China Huaneng has established the world's first 5 megawatt commercial-grade perovskite photovoltaic demonstration base in the Qinghai Province, marking a significant transition of perovskite photovoltaic technology from laboratory to large-scale application [1] Group 1 - The project aims to validate the performance and reliability of advanced perovskite photovoltaic technology under high ultraviolet radiation conditions [1] - This initiative supports the iterative upgrade of perovskite photovoltaic technology in China [1]

Core Insights - The article highlights the successful fundraising efforts of GCL-Poly Energy Holdings, which has secured nearly 200 million yuan in a C2 round of financing, following a previous C1 round of nearly 500 million yuan, marking it as one of the few bright spots in the photovoltaic industry over the past two years [1][3] - The company is focusing on the perovskite technology, which is considered the next generation of photovoltaic technology, and aims to achieve mass production and profitability by leveraging its technological advantages [1][3][10] Company Development - GCL-Poly Energy has been through three cycles of the photovoltaic industry and has faced significant challenges, primarily related to funding rather than technology [3][11] - The company plans to run its mass production line by 2025, achieve a shipment of 100 megawatts (with revenue exceeding 100 million yuan) by 2026, and reach breakeven for a 500 megawatt line by 2027 [3][18] - The company has transitioned from organic photovoltaic technology to perovskite technology, which was considered too advanced at the time, leading to challenges in equipment customization and high sunk costs [7][10] Market Position and Strategy - GCL-Poly Energy has established a strong domestic supply chain for its equipment, allowing for rapid iterations in research and development, which is among the fastest globally [9][10] - The company has achieved an 18% conversion efficiency for its 2 square meter components, which has garnered significant attention in the industry and coincided with a wave of investment in the perovskite sector [15][16] - The company aims to create a "universal platform technology" that covers various applications, including centralized power stations and building-integrated photovoltaics (BIPV) [19] Challenges and Future Outlook - The company faces two main challenges: ensuring product yield and stability during large-scale production, and overcoming the pricing competition from silicon products, which are currently cheaper [21] - GCL-Poly Energy's team has expanded to approximately 230 members, focusing on strengthening research, manufacturing, and market sales capabilities [21] - The company is determined to maintain product superiority and avoid technology licensing, aiming to create a competitive barrier through higher efficiency than its peers [21][22]

Group 1 - The core viewpoint of the news is that Xu Xin Photovoltaic Materials Co., Ltd. has successfully completed a C2 round financing of nearly 200 million RMB, with participation from multiple investors including Xinda Asset and Sequoia China [1][2] - The company aims to provide solar panels that enable grid parity for photovoltaic power generation, positioning clean energy as a mainstream energy source [3] - Xu Xin Photovoltaic is a unicorn enterprise incubated by GCL-Poly Energy Holdings Limited, with its Kunshan project base set to serve as the global R&D headquarters and future listing entity [3][6] Group 2 - The company has established a 1GW commercial production line for perovskite solar modules, marking a significant milestone in the commercialization of perovskite photovoltaic technology [6] - The R&D team has achieved breakthroughs in size, efficiency, and stability, with single-junction module efficiency reaching 19.04% and tandem module efficiency reaching 26.36% [6][7] - The C round financing will be utilized for the industrialization of the 1GW perovskite production base and for research and development of perovskite products [7]

Core Viewpoint - GCL-Poly's subsidiary, GCL-Poly Solar, has completed nearly 200 million C+ round financing to support the construction and technological advancements of its GW-level perovskite production base in Kunshan [4][5] Group 1: Financing and Investment - GCL-Poly Solar has raised a total of nearly 700 million in its C round of financing, following a previous 500 million in the C1 round [4][5] - The latest financing round was led by Cinda Asset and Sequoia Capital, indicating strong investor interest in perovskite solar technology [4] Group 2: Technological Advancements - GCL-Poly Solar focuses on the research, development, and mass production of large-area perovskite photovoltaic modules, aiming for industrialization of perovskite solar technology [4] - The company has achieved a global leading efficiency of 29.51% for its latest stacked perovskite modules, passing international aging tests [4] Group 3: Market Challenges - Despite the advantages of perovskite solar cells, challenges remain in stability and efficiency during large-scale production, particularly regarding long-term durability [5] - The production costs of perovskite solar cells are still higher compared to traditional silicon solar modules, although initial cost reduction efforts have been made [5] Group 4: IPO Plans - GCL-Poly Solar plans to complete an IPO within the year, which, if successful, would make it the first publicly listed company in the perovskite sector [5][10] Group 5: GCL-Poly Group Overview - GCL-Poly Group, founded in 1990, operates multiple subsidiaries across the renewable energy sector, including solar power and hydrogen energy [6] - The group has four listed companies, with GCL-Poly Technology being a leader in photovoltaic silicon materials [6] Group 6: Financial Performance - GCL-Poly Technology reported a significant revenue decline of 55.20% in 2024, with a net loss of 47.50 billion, marking a drastic drop from the previous year's profit [7] - GCL-Poly Integrated achieved a slight revenue increase of 1.70% in 2024 but is expected to report losses in the first half of 2025 due to market pressures [7][8] Group 7: Industry Context - The photovoltaic industry is currently facing an adjustment period, with cash flow being critical for companies, especially those experiencing significant losses [10]