Core Viewpoint - The article discusses the growing trend of perovskite line construction services in the photovoltaic industry, highlighting the increasing demand and the challenges associated with building perovskite production lines [2][4][12]. Group 1: Market Demand for Perovskite Line Construction - More than five perovskite line construction projects have been disclosed this year, with the number continuing to rise [1][3]. - Companies are eager to establish production lines or research lines to seize market opportunities, especially as having a production line is often a prerequisite for obtaining investment [10][11]. - The demand for perovskite line construction services varies significantly based on production capacity and technology paths, with service fees ranging from millions to tens of millions [10] Group 2: Challenges in Perovskite Production Line Construction - Building a perovskite production line is significantly more complex than constructing a silicon photovoltaic line due to the reliance on diverse chemical formulations for materials [6][8]. - The lack of standardized processes in perovskite production complicates the construction of production lines, as different companies adopt various methods [6][8]. - Material costs remain high in the overall cost structure of perovskite components, and the development cycle for material suppliers is lengthy, making cost reduction challenging [8][10]. Group 3: Industry Dynamics and Trends - The perovskite construction service market is primarily driven by traditional enterprises looking to transition, industrial capital, and startups, as well as academic institutions seeking to support research [2][10]. - Major state-owned energy groups have begun procuring perovskite technology services to establish experimental bases, indicating a shift towards perovskite as a key technology in the photovoltaic sector [2][4]. - The construction of a gigawatt-level perovskite production line is estimated to cost between 800 million to 1 billion yuan [4][11]. Group 4: Historical Context and Future Outlook - The construction model of outsourcing production lines has previously led to rapid capacity expansion in the photovoltaic industry, but it also resulted in financial difficulties for some companies due to overcapacity and debt [12]. - Current practices in perovskite line construction often require prepayment models to mitigate risks associated with payment defaults seen in previous industry cycles [12]. - The industry is witnessing a shift towards attracting more participants and capital into the perovskite sector, aiming to lower entry barriers [12].

Core Viewpoint - The article discusses the emerging business of perovskite line construction services by Renshuo Solar, highlighting the growing interest from various sectors in perovskite technology and the complexities involved in establishing production lines [1][2][4]. Group 1: Company Overview - Renshuo Solar, founded by Professor Tan Hairen from Nanjing University, focuses on perovskite solar technology and has recently launched a formal business in perovskite line construction services [1]. - The company has identified three main types of potential clients interested in perovskite production lines: traditional enterprises planning to transform, industrial capital, and startups [1][6]. Group 2: Market Demand and Trends - There is a significant demand for perovskite line construction services, with over five procurement projects reported this year, indicating a growing trend in the market [2]. - The cost of building a gigawatt-level perovskite production line is estimated to be between 800 million to 1 billion yuan [2][7]. - Many companies recognize the potential of photovoltaic technology but lack the necessary technical expertise, prompting them to seek construction services to expedite their entry into the market [6]. Group 3: Technical Challenges - Establishing a perovskite production line is more complex than traditional silicon-based lines due to the reliance on diverse chemical formulations and the lack of standardized processes [4][5]. - The industry currently faces challenges in material and equipment standardization, which complicates the construction of perovskite lines and affects the profitability of equipment manufacturers [5][6]. Group 4: Industry Dynamics - The perovskite construction service model is seen as a way to lower industry entry barriers, attracting more participants and capital into the sector [9]. - The previous experience with the construction model in the silicon photovoltaic sector led to rapid capacity expansion but also resulted in financial difficulties for some companies, prompting a more cautious approach in the perovskite sector [3][9].