Core Viewpoint - Perovskite technology is recognized as the most promising next-generation photovoltaic technology, attracting significant market attention [1] Group 1: Research and Development - A Chinese research team has discovered a key method to extend the lifespan of solar cells, addressing the instability challenge of perovskite solar cells [2] - The team revealed the mechanism of instability, known as photomechanical-induced decomposition, and proposed a new method using graphene-polymer mechanical enhancement [2] - The newly developed solar cell device achieved a record operational lifespan of 3670 hours under standard sunlight and high temperatures, maintaining 97% efficiency [3] Group 2: Market Potential and Forecast - The efficiency, mass production capability, and production line scale of perovskite solar cells are maturing, paving the way for large-scale commercialization by 2025 [4] - Perovskite solar cells offer unique flexibility and large-area preparation potential, creating unprecedented opportunities in various fields, including photovoltaics, IoT, new energy vehicles, and aerospace [4] - The China Photovoltaic Industry Association (CPIA) predicts that by 2030, the penetration rate of perovskite photovoltaic modules in China could reach 30% [4] - According to the China Business Industry Research Institute, China's new perovskite battery production capacity is expected to reach 2 GW in 2024 and 161 GW by 2030 [4] Group 3: Company Developments - Over 20 listed companies in the A-share market are involved in perovskite battery businesses, with some making rapid progress [5] - Aolaide has completed the assembly and testing of its perovskite evaporation machine, measuring 650*450, and is advancing market promotion [5] - JingShan Light Machinery provides MW-level perovskite solutions and GW-level mass production equipment [6] - Jiejia Weichuang has delivered key equipment for perovskite solar cell production, aiding clients in refining industrial processes [6] - XianDao Intelligent has successfully shipped its GW line laser scribing equipment to leading domestic clients [7] - BOE A has successfully produced the first batch of samples from its perovskite photovoltaic battery pilot line [8] Group 4: Market Performance - Perovskite battery concept stocks have shown slightly stronger performance than the broader market, with an average increase of 4.93% year-to-date, outperforming the Shanghai Composite Index by over 4 percentage points [8] - However, many perovskite battery concept stocks have experienced significant pullbacks, with an average decline of 25.25% from their 2024 highs [8] - Six stocks have seen declines exceeding 30%, including Sunrise Orient, Zhonglai Shares, Jepter, Sunshine Power, Delong Laser, and Maiwei Shares, with Sunshine Power having the highest market capitalization at 140.439 billion [8]

C轮融资将被用于协鑫光电昆山新总部的全球最大尺寸吉瓦级钙钛矿叠层产线建设，该 产线预计将于2 0 2 5年投产，首块大尺寸钙钛矿叠层组件下线在即。届时，协鑫光电将推 出全球首款光电转换效率超过27%并且满足光伏行业规格的1 . 2米×2 . 4米钙钛矿叠层组 件，为早日实现"双碳"战略目标、构建新型能源体系贡献协鑫力量。 成立于201 0年，协鑫光电是行业中潜心攻关钙钛矿技术难题并正式进入商业化运营的成 功典范之一。过去十余年，协鑫光电致力于推动我国新能源光伏新能源材料技术革命， 一直专注于钙钛矿的技术研发及产业化，通过自主研发钙钛矿全材料配方体系、定制化 改良工艺以及与产业链高度协作，公司目前已成为全球钙钛矿产业化的头部企业，保持 着2㎡叠层组件稳态转化效率26.36%的世界记录，是目前全球范围行业内，面积最大、 转化效率最高的商用尺寸组件。 钙钛矿材料被国家列为"十四五"能源新材料的"国之重器"，是近年来太阳能发电领域转 型升级的研究焦点，而钙钛矿材料当前主要的应用方向就是钙钛矿太阳能电池。作为一 种新型的光伏技术，因其具有转换效率高、成本低、制备工艺简单等优势，被业内普遍 认为是下一代太阳能电池的强有力 ...