钙钛矿/晶硅异质结叠层电池技术
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迈为股份(300751):异质结电池转换效率创新高 叠层电池实现突破 半导体设备持续向好
Xin Lang Cai Jing· 2026-01-30 14:34
Core Insights - The company has achieved significant breakthroughs in solar cell technology, setting new world records for efficiency in heterojunction (HJT) solar cells and perovskite/silicon tandem cells [1][2] Group 1: Technological Achievements - On January 28, the company’s HJT solar cell achieved a record efficiency of 26.92% for a full area (210 half-cell, 220.76 cm²), certified by the ISFH [1] - On January 21, the company developed a perovskite/silicon tandem cell with an efficiency of 32.38%, certified by the NIM, showcasing the advanced capabilities of its production line [1] - The company collaborated with universities to develop a flexible perovskite/silicon tandem solar cell with a certified efficiency of 33.6%, addressing challenges in efficiency and stability [2] Group 2: Equipment and Market Position - The company continues to excel in semiconductor equipment, with the successful mass delivery of wafer-level hybrid bonding equipment, confirming its market recognition [3] - The company is focused on domestic production of core semiconductor equipment, expanding into new fields such as display panels and semiconductor packaging [3] Group 3: Financial Projections - The company is projected to achieve revenues of 8.36 billion, 8.32 billion, and 10.43 billion yuan, with net profits of 807 million, 1.10 billion, and 1.63 billion yuan from 2025 to 2027 [3] - The company maintains a leading position in the HJT battery equipment sector and is well-positioned to capitalize on emerging fields like perovskite and space photovoltaics [3]