钙钛矿技术一直有着行业公认的难以兼顾稳定性与效率的问题，京东方却自称做钙钛矿光伏有先天优 势。"搅局"处于转型阵痛期的光伏行业，京东方图的是什么？ 入局钙钛矿，京东方自称有先天优势 "钙钛矿业务方面，BOE拥有先天优势，"近日，京东方相关人士向《每日经济新闻》记者表示。 钙钛矿光伏业务是京东方打造"1+4+N"发展架构中"第N曲线"的关键布局。9月11日，在京东方全球创新 伙伴大会钙钛矿光伏峰会论坛上，京东方光能总经理寇建龙称，公司业务较2024年已有了关键性突破。 "京东方也开始做钙钛矿了？"有从业者惊讶道。 在今年下半年多个展会上，新能源展区频频出现京东方（SZ000725）的身影。由公司研发的1.2米×2.4 米薄膜电池搭建起来的BIPV（光伏建筑一体化）幕墙，吸引了许多人的注意。旁边文字如是介绍： BOE（京东方）标准钙钛矿光伏组件，交付效率18.6%，交付功率505W。 这是京东方高调展出的自家钙钛矿光伏产品，除了大尺寸的钙钛矿组件，公司还展示了钙钛矿光伏电动 车、光伏地砖等实物产品。在现场灯光下，这些产品展现了弱光发电的优势。 事实上，早在2023年11月，京东方就宣布启动钙钛矿光伏项目。作为全球 ...

赛伍技术始终坚持与下游客户协同创新，推动高分子功能材料新技术和新产品的产业化落地。本次战略合作，赛 伍技术依托自身在光伏材料行业的技术积累，得到下游钙钛矿应用企业的认可，为钙钛矿组件提供一站式高分子 材料解决方案，包括Raybo光转胶膜，低温层压胶膜等封装材料及阻水材料的验证，对合作企业实现钙钛矿封装 胶膜的批量交付。钙钛矿专用的Raybo封装胶膜可满足钙钛矿组件客户的差异化需求，双方未来将重点推动光转 膜在钙钛矿叠层组件中的验证和应用。此外，得益于赛伍技术自身强大的产品交付能力，双方达成相互优先采购 和供应的合作意向。 钙钛矿技术凭借其光电转换效率理论极限高、应用场景广泛(如柔性、轻质化)等突出优势，被认为是具有重大潜 力的下一代光伏技术路线。此次合作双方通过协同创新，整合双方优势资源，进一步深度融合其材料研发能力与 合作伙伴产业转化能力，同时补强钙钛矿产业链生态，提升公司在钙钛矿技术领域的领导地位。(齐和宁) 2025年9月24日，赛伍技术（603212）(股票代码：603212)与国内某头部光伏企业签订合作协议，双方将共同推 进钙钛矿光伏原材料研发与应用，助力钙钛矿技术规模化量产加速推进。 赛伍技术主要 ...

●由曼恩斯特、冯阿登纳黄金赞助的第四届钙钛矿技术、设备和材料论坛2025将于10月14-16日在苏州召开 另外，在线新闻平台《美国先驱报》报道称，Waaree 出价 1850 万美元现金，Babacomari 出价 1020 万美元信贷。 今年 4 月，印度公司 Waaree 宣布，将把位于德克萨斯州休斯顿西部布鲁克希尔的组件产量翻一番，从 1.6 吉瓦增至 3.2 吉瓦。 ●大会将设置四个专题论坛：钙钛矿电池产业化，钙钛矿产业供应链，钙钛矿叠层电池，柔性钙钛矿的创新应用 对于美国太阳能市场来说，这些声明实际上似乎扼杀了该公司进军美国制造业的任何希望。 这家瑞士公司已出售了其位于亚利桑那州古德伊尔的年产能为 1.4 吉瓦的组件工厂以及位于科罗拉多州科罗拉多斯普林斯的已停产的 2 吉瓦太阳能电池生 产厂的工厂工具，价值近 2900 万美元。 该公司于5月份关闭了亚利桑那州的工厂，裁员近300人。2024年8月，该公司取消了科罗拉多州工厂的计划，该工厂此前预计将雇佣350多名员工。 梅耶博格在一份公司公告中提供了2900万美元的总资产出售金额，并表示Waaree Solar Americas Inc.购买了组件工 ...

Summary of Perovskite Industry Conference Call Industry Overview - The perovskite industry is experiencing trends towards stacking and larger sizes, with tandem cell efficiency increasing to 26%-27% and single-junction cell area expanding to 2.82-2.88 square meters, achieving efficiencies close to 21% [2][3] - Flexible perovskite modules are being applied in consumer scenarios, expanding from traditional power plants to portable photovoltaics and the Internet of Things [2][4] Key Players and Their Strategies - Major companies such as GCL-Poly, Jiet Electric, CATL, and BOE are actively investing in perovskite production lines [2] - GCL-Poly plans to build a 500 MW production line by 2025, targeting a module efficiency of 27% and a price of approximately 2 RMB per watt [5] - Jiet Electric has a 300 MW large-format production line with single-junction module efficiency at 17.44% and tandem module efficiency at 26.8% [5] - CATL is focusing on upgrading existing production lines, while BOE has established a 300 MW large-format production line with a delivery efficiency of 17.6% [5] Equipment and Material Costs - The perovskite equipment procurement market is steadily progressing, with equipment valued at approximately 900-1,000 million RMB per GW [6] - FTO glass, due to its high-temperature resistance and cost advantages, accounts for the highest proportion of materials, with demand from glass and coating manufacturers increasing [6] Future Industry Expectations - 2026 is anticipated to be a pivotal year for the perovskite industry, with major manufacturers expanding production and new players entering the market [7] - Key factors to monitor include the efficiency of GCL-Poly's GW production line, the mass production stability of Jiet Electric, and the cost reduction of FTO glass [7] Cost Reduction Strategies - Enhancing cell efficiency and reducing manufacturing costs are crucial for lowering the cost per watt [8] - Current investment per GW is around 900 million RMB, with a target to reduce this to approximately 500 million RMB within 3-5 years [10] Technical Challenges - Key challenges in perovskite battery manufacturing include the deposition of the perovskite layer and the selection of suitable materials for the electron transport layer [11] - Improvements in core processes could lead to single-junction cell efficiencies rising from 19%-20% to 22%-23% [11] Advantages of Tandem Technology - Tandem technology is seen as the future of the photovoltaic industry, with efficiency limits significantly higher than single-junction cells, potentially reaching 44% [12] - The combination of perovskite and crystalline silicon is a primary solution, with the TOPCon route being favored for its cost-effectiveness [12] Key Catalysts for Industry Development - The progress of large enterprises like BOE and CATL in scaling production and the performance of domestic startups are critical for the industry's future [14] Notable Companies in Equipment and Materials - Key equipment suppliers include Jinshan Qingji and Jijiwei Chuang, while material suppliers like Jinjing Technology and Yaopi Glass are also significant players [15]

Group 1: Company Research Insights - Southern Fund recently conducted research on 9 listed companies, focusing on their strategic directions and performance metrics [1][2][3][4][5][6][7][8][9] - Potevio Technology is focusing on satellite internet and has established a joint laboratory with Xidian ISN for low-orbit satellite communication products [1] - Longi Green Energy reported a main revenue of 32.813 billion yuan, a year-on-year decrease of 14.83%, while its net profit attributable to shareholders was -2.569 billion yuan, an increase of 50.88% year-on-year [2] - Hehe Information is accelerating new product launches and focusing on AI product strategies, with over 60% of its workforce in R&D [3] - Zoomlion is cautiously optimistic about market demand, with a significant increase in overseas revenue by approximately 15% [4] - Aotwei's semiconductor equipment gross margin is low due to long acceptance cycles, but it expects improvement with increased orders for aluminum wire bonding machines [5] - Jingzhida achieved a revenue of 444 million yuan in the first half of 2025, a year-on-year increase of 22.68%, with over 70% of revenue from semiconductor business [6] - Zhongke Lanyun reported a sales revenue of 444.45 million yuan in Q2, with a quarter-on-quarter growth of 21% [7] - Youyou Green Energy's revenue reached 720 million yuan in the first half of 2025, with a slight year-on-year increase of 0.11% [8] - Fuan Energy's total assets were 19.906 billion yuan, with an operating income of 15.338 billion yuan in the first half of 2025, maintaining stable growth [9] Group 2: Financial Performance Metrics - Longi Green Energy's second-quarter revenue was 19.161 billion yuan, a year-on-year decrease of 8.12%, with a net profit of -1.133 billion yuan, an increase of 60.66% [2] - Zoomlion's mid-term dividend payout exceeded 60%, reflecting a long-term stable return philosophy [4] - Aotwei's gross margin is expected to improve as it expands into advanced packaging and solid-state battery equipment [5] - Jingzhida's new orders are gradually increasing its market share, with a focus on high-end testing machines [6] - Zhongke Lanyun's net profit reached 86.2341 million yuan in Q2, with a quarter-on-quarter growth of 92.10% [7] - Youyou Green Energy's overall gross margin was 29.6%, with overseas sales gross margin at 55.1% [8] - Fuan Energy's cash flow from operating activities was 686 million yuan, a year-on-year increase of 602.45% [9]

Group 1 - The core viewpoint of the article highlights the recent research conducted by Jiahe Fund on a listed company, Aotwei, focusing on its semiconductor equipment and future growth prospects [1] - Aotwei's semiconductor equipment gross margin is currently low due to long acceptance cycles and low margins on single crystal furnace products, but it is expected to improve as orders for aluminum wire bonding machines and OI equipment increase [1] - The company has expanded its AOI equipment from power semiconductor packaging to the optical communication field and has received bulk orders, indicating a diversification of its product applications [1] - Aotwei is collaborating with well-known industry clients on solid-state battery equipment and is continuously developing equipment suitable for different technological routes [1] - The company has prepared TOPCon multi-slice technology, which is being validated with clients, and its maturity is expected to benefit the demand for slicing and stringing machines [1] - The perovskite tandem equipment has completed development and is expected to be sent for client validation this year, with the company believing that perovskite technology will coexist with silicon technology, potentially accelerating mass production [1] - Credit and asset impairment are executed according to accounting policies, with cautious provisions indicating a minimal impact on future performance [1] Group 2 - Jiahe Fund was established in 2014 and currently has an asset management scale of 44.345 billion yuan, ranking 89th out of 210 in total public funds [2] - The asset management scale for non-monetary public funds is 35.097 billion yuan, ranking 87th out of 210 [2] - The fund manages 48 public funds, ranking 106th out of 210, and has 9 public fund managers, ranking 111th out of 210 [2] - The best-performing public fund product in the past year is Jiahe Ruijin Mixed Initiation A, with a latest unit net value of 1.41 and a growth of 79.75% over the past year [2]

Summary of Conference Call Records Industry Overview - The conference call focuses on the semiconductor and photovoltaic equipment industry, specifically the developments and strategies of Maiwei Company in these sectors [1][2][3]. Key Points and Arguments Semiconductor Equipment Business - Maiwei has been expanding into the semiconductor sector since 2021, with new orders for semiconductor equipment expected to reach approximately 1 billion yuan in 2024, doubling to 2 billion yuan in 2025, and potentially reaching 4 billion yuan in 2026 [1][6]. - The company is heavily investing in research and development, with nearly 1 billion yuan allocated for R&D in 2024, of which 40% is directed towards semiconductor equipment [1][4]. - Maiwei's product offerings in the semiconductor manufacturing process include etching and thin film deposition equipment, which together account for about 40% of storage capital expenditure [1][7][8]. - The company is focusing on niche markets within the high selectivity etching equipment sector, introducing silicon oxide and polysilicon etching devices to capture greater market share [1][10]. Growth Projections - The front-end process orders are projected to grow significantly, with estimates of over 800 million yuan in 2025 and 1.5 to 2 billion yuan in 2026 [1][11]. - The back-end process, which includes equipment for advanced packaging, is also expected to see substantial growth, with orders anticipated to reach 1.5 billion yuan in 2025 and 2 to 2.5 billion yuan in 2026 [3][17]. Competitive Landscape - Maiwei's R&D investment is notably higher than its peers in the photovoltaic equipment sector, which typically invest only 200 to 300 million yuan [5]. - The company is competing against major international players in the high selectivity etching equipment market, such as Tale, Lam, and Applied, while also focusing on domestic competitors [9]. Technological Advancements - Maiwei is advancing in various bonding technologies, including Thermal Compression Bonding (TCB) and Hybrid Bonding, which are expected to be widely adopted in high bandwidth memory (HBM) and CoWoS packaging fields [3][14]. - The company is also developing laser cutting and precision equipment for display technologies, targeting applications in OLED, Micro LED, and Mini LED [15][16]. Photovoltaic Equipment Developments - In the photovoltaic sector, Maiwei is concentrating on HJT (Heterojunction Technology) and perovskite technologies, with a target power output of 800 watts in 2025, up from 730 watts in 2024 [18]. - The company has made significant advancements in perovskite technology, achieving a single-line capacity of 200 megawatts and a conversion efficiency of approximately 29% [18]. Financial Outlook - The company anticipates a profit of around 800 million yuan in 2025, with projections of 800 to 900 million yuan in 2026, indicating strong growth potential in both semiconductor and photovoltaic sectors [20]. Additional Important Information - Maiwei's focus on R&D and its strategic positioning in niche markets are key factors contributing to its rapid growth and competitive advantage in the semiconductor equipment industry [5][19]. - The company is actively engaging in demo testing for next-generation perovskite stacking technologies, indicating a commitment to innovation and long-term growth [20].

Financial Performance - In the first half of 2025, the company reported a total revenue of 46.204 million yuan, a year-on-year decrease of 68.28% [1] - The net profit attributable to the parent company was -36.7945 million yuan, indicating a reduction in losses by 21.73% compared to the previous year [1][2] Strategic Measures - To address the financial challenges, the company is implementing several strategies: - Disposing of certain subsidiary assets to improve liquidity [2] - Expanding into new business lines, such as photovoltaic EPC project construction [1] - Actively participating in bidding activities to explore new markets [1] - Communicating with creditors to reduce default and litigation costs [1] - Investigating projects to prepare for attracting new strategic investors [1] Industry Context - The company supports the national call to combat "internal competition" in the photovoltaic industry by refusing low-price bids and reducing production [2] - The overall industry is experiencing losses, but the company has seen some improvement in its operational situation [2] Major Contracts - The company announced a significant contract for the Anshun photovoltaic EPC project, with a total contract value of 1.125 billion yuan [3] - The impact of this contract on the company's financial status and operational results remains uncertain and will be assessed in the audited financial report for 2025 [3] Core Competencies - The company has established a strong foundation in the photovoltaic industry with several competitive advantages: - Continuous innovation in R&D, focusing on HJT and perovskite technologies, and collaboration with major research institutions [4] - Robust production capabilities with two major production bases designed for a total capacity of 4GW [4] - A reliable product series, including the "QianYao" and "Humpback Whale" series, designed for various applications [4] Quality Control - The company has implemented a comprehensive quality management system, ensuring strict quality control throughout the product lifecycle [5][6] - It offers a 25-year product warranty and a 30-year power output warranty for its photovoltaic products [6]

Group 1 - The second Photovoltaic Low-Silver/No-Silver Technology Forum 2025 will be held on September 3 in Suzhou, focusing on industry outlook and market prospects for low-silver/no-silver technology [1][3] - The company Nanjing San Chao New Materials Co., Ltd. has signed a share transfer agreement with Wuxi Boda He Yi Technology Co., Ltd. and Wuxi Boda New Energy Technology Co., Ltd., leading to a change in controlling shareholder and actual controller [2] - The company plans to issue A-shares to specific investors, with Boda He Yi intending to subscribe for all 12,475,049 shares at a price of 20.04 yuan per share, raising up to 250 million yuan for working capital and bank loan repayment [2] Group 2 - Boda He Yi is a holding platform company that operates through its subsidiary Boda New Energy, which is a global photovoltaic module brand with supply chain integration capabilities [3] - In the first half of 2025, Boda He Yi achieved revenue of 1.843 billion yuan and a net profit of 400 million yuan [3] - The fourth Perovskite Technology, Equipment, and Materials Forum 2025 will be held from October 14-16 in Suzhou, discussing the application scenarios and market potential of perovskite components [3]

Core Viewpoint - The establishment of the world's first perovskite photovoltaic demonstration park in Wuxi showcases the potential of perovskite technology in transforming industrial buildings from energy consumers to energy producers [1][2]. Group 1: Perovskite Photovoltaic Technology - The first GW-level perovskite photovoltaic module production line was launched in Wuxi, capable of producing approximately 1.8 million perovskite modules annually [2]. - The demonstration park features over 3,000 perovskite modules, with a total installed capacity of 256 kW, generating an annual electricity output of 168,000 kWh and reducing CO2 emissions by 108 tons [2][3]. - Perovskite components are integrated into building facades, allowing for energy generation while maintaining aesthetic appeal, with the potential to cover nearly 20% of the energy consumption of the office building [3][4]. Group 2: Economic and Environmental Benefits - The use of perovskite photovoltaic components as building materials can reduce costs and enhance the integration of renewable energy into architectural designs [4][5]. - The Wuxi Music Hall's perovskite roof, covering 7,566 square meters, has an installed capacity of 1,240 kW, generating 1.2 million kWh annually, with a projected revenue exceeding 24 million yuan over 25 years [4]. - BIPV products not only contribute to energy generation but also serve as emergency power sources during grid outages, aligning with the dual carbon goals [5]. Group 3: Market Trends and Future Outlook - The perovskite technology is gaining traction as a viable alternative to traditional silicon-based solar cells, with potential efficiency improvements and integration with existing technologies [6][7]. - Major photovoltaic companies are beginning to invest in perovskite technology, with projections indicating a combined production capacity of 4 GW by 2025 and 108 GW by 2030 [7]. - The consensus among industry stakeholders is that perovskite technology is poised for commercial explosion, driven by advancements in efficiency and stability [7].