钙钛矿产业化 belike......20251120 摘要 晶科光电计划在 2025 年底实现钙钛矿组件效率超过 20%，并于 2026 年将冠军组件效率提升至 27%以上，目前产线设计产能为 500 兆瓦， 采用大尺寸（1.15 米 x2.4 米）组件，节拍为 40 秒/片，目标成本为每 瓦 1.1~1.2 元。 目前 FTO 玻璃是材料成本中占比最高的，边框成本受铝价影响相对稳定， 胶膜也有一定降本空间，公司采用 PIN 反射结构，通过 ALD、涂布和真 空蒸镀等工艺提高效率和稳定性，综合使用多种设备以适应不同动画材 料。 晶科光电暂缓扩建新的 500 兆瓦生产线，将视市场需求而定，预计新增 产线投资 4~5 亿元人民币，成本有望降低 10%。2025 年示范项目以 单结组件为主，规模约几十兆瓦，2026 年将主推叠层组件。 晶科光电认为叠层组件的衰减与单结组件相差不大，承诺 15 年质保期， 并已获得 TV 蓝报告和三倍加盐测试认证报告，正在进行叠层稳定性认 证，预计年底出报告。 Q&A 晶科光电在钙钛矿组件方面的最新进展如何？目前产线的运行情况如何？ 今年（2025 年）10 月底，我们晶科光电的激 ...

中信证券认为，考虑到在叠层领域的巨大效率优势和应用潜力，预计钙钛矿组件将在未来几年实现 从"1"到"10"的关键突破，2030年全球钙钛矿光伏组件的出货量有望达20GW左右，市场空间约200亿 元，对应2025年—2030年CAGR为243%。钙钛矿组件的快速发展也将拉动设备需求高速增长，预计 2030年钙钛矿组件领域设备市场空间有望达到100亿元，对应2025年—2030年CAGR约74%，设备投资 需求也将在钙钛矿扩产周期中大幅释放。目前钙钛矿设备的国产化率不断提升，助力钙钛矿产业规模化 发展。 钙钛矿太阳能电池因具备优异的电学和光学性能，以及更高的理论光电转换效率，已经被认为是最具应 用前景的下一代光伏电池技术。 该机构表示，2025年以来，极电光能、协鑫光电等多条准GW级钙钛矿产线投入量产，产品竞争力大幅 提升，钙钛矿产业化进程不断推进。建议沿以下几条主线关注钙钛矿产业投资机会：1）钙钛矿电池组 件：推荐具有先发优势布局的钙钛矿头部企业及晶硅企业投资机会；2）钙钛矿设备：推荐价值量较高 的钙钛矿镀膜及激光等设备环节；3）钙钛矿辅材：建议关注目前价值量较高的TCO玻璃等环节。 ...

人民财讯11月19日电，中信证券指出，钙钛矿太阳能电池因具备优异的电学和光学性能，以及更高的理 论光电转换效率，已经被认为是最具应用前景的下一代光伏电池技术。2025年以来，极电光能、协鑫光 电等多条准GW级钙钛矿产线投入量产，钙钛矿产业化进程不断加速。预计2030年全球钙钛矿组件出货 量或达20GW左右，市场空间约200亿元，对应2025—2030年CAGR超过200%；扩产周期也将刺激镀 膜、涂布、激光等设备需求大幅释放，建议关注钙钛矿组件及设备端的投资机会。 ...

Core Viewpoint - The article emphasizes the rapid development and industrialization of perovskite solar cells, highlighting the lack of traditional silicon asset burdens and the focus on a "pure" perovskite route by emerging players in the photovoltaic industry [1] Group 1 - The Ministry of Industry and Information Technology has issued a document to accelerate the construction of perovskite pilot platforms, indicating that the industry is gradually implementing gigawatt-level (GW) production and accelerating industrial progress [1] - Companies focusing on perovskite technology are expected to benefit from the absence of traditional silicon asset burdens, allowing them to fully commit to the "pure" perovskite approach [1] - The core auxiliary materials for perovskite batteries require approximately 6 million square meters of TCO glass for 1 GW of perovskite shipments, and a specific company has achieved a breakthrough in domestic production [1] Group 2 - The upstream material system for perovskite technology is not yet unified, with various technical routes coexisting, which presents opportunities for companies that position themselves early to participate in the technological iteration of the industry chain [1]

Group 1 - The Ministry of Industry and Information Technology (MIIT) has issued a notice to accelerate the construction of pilot platforms for the manufacturing industry, focusing on advanced photovoltaic technologies such as perovskite solar cells and tandem solar cells [1] - The value of equipment in the early stage of perovskite industrialization is high, with the value of a single GW equipment exceeding 1 billion yuan, and the price of a 100MW production line equipment ranging from 300 million to 400 million yuan [3] - Companies such as Jiejia Weichuang (300724.SZ) are recommended as leading players in the semiconductor equipment sector, with other companies like Manstech (301325.SZ), Jing Shan Light Machine (000821.SZ), and others also suggested for attention [1] Group 2 - The GW production lines of companies like BOE and Jidian Energy are set to be operational between the second half of 2024 and the first half of 2025, with GCL-Poly's first perovskite module having been produced recently, marking significant advancements in efficiency, stability, and manufacturing costs [2] - The transition from laboratory and pilot stages to large-scale commercial applications for perovskite technology is being marked by the release of a 2.88m² module with a power output of 509.21W, certified by TÜV Rheinland [2] - Equipment manufacturers are expected to benefit first as the perovskite industry moves from the 0-1 stage of industrialization, with customized production capacity designs and advanced technologies being highlighted in the offerings of leading equipment suppliers [3]

平安证券指出，光伏上市企业发布2025年三季报，头部光伏企业第三季度盈利情况环比有所改善。光伏 板块盈利情况的环比改善主要受两方面因素推动：一方面，得益于光伏产业链价格的企稳，存货减值损 失减少；另一方面，毛利率水平整体环比提升，其中硅料环节提升幅度较为明显。 场内ETF方面，截至2025年11月13日 13:43，中证光伏龙头30指数强势上涨1.83%，光伏ETF龙头 (560980)上涨1.74%，盘中最高涨超2%。成分股上能电气20cm涨停，微导纳米上涨13.22%。前十大权重 股合计占比74.41%，其中权重股锦浪科技上涨6.50%，科华数据上涨6.33%，特变电工、晶盛机电、德 业股份等跟涨。 最新消息，中国光伏行业协会发布关于网络不实消息的声明。声明称，当下，中国光伏行业协会和行业 内各企业正一道努力，相关工作正在稳步推进。网络流传的小道消息均为不实信息，望请各位注意甄 别，慎重决策。协会坚定维护国家利益，行业利益，妄图通过造谣抹黑、恶意做空光伏行业牟取利益的 恶劣行为，我们将与之斗争到底。 行业动态方面，11月12日，2025世界动力电池大会在四川宜宾开幕。大会签约项目180个，总金额达 861 ...

Group 1 - The core viewpoint of the report highlights the high value of equipment in the early stage of perovskite industrialization, with the value of a single GW equipment exceeding 1 billion yuan and the price of a 100MW complete line equipment ranging from 300 million to 400 million yuan [1][3] - The Ministry of Industry and Information Technology has issued a notice to accelerate the construction of pilot test platforms, focusing on advanced photovoltaic technologies such as perovskite solar cells and stacked solar cells [2] - The industrialization of GW lines is progressing, with companies like BOE and Jidong Energy set to produce GW lines in late 2024 to early 2025, and GCL-Poly's first perovskite module achieving breakthroughs in efficiency, stability, and manufacturing costs [2][3] Group 2 - Equipment manufacturers are expected to benefit first in the 0-1 stage of industrialization, with significant value in perovskite equipment, including customized production scale design and advanced technologies such as core vacuum technology and inkjet printing [3] - Companies like Jiejia Weichuang have recently won bids for perovskite battery production lines, providing a range of equipment including glass cleaning machines and various deposition systems [3] - Investment recommendations include leading semiconductor equipment manufacturers and suggest attention to other companies in the sector [3]

Investment Rating - The report maintains an "Accumulate" rating for the photovoltaic equipment industry [1] Core Insights - The Ministry of Industry and Information Technology has issued a notice to accelerate the construction of perovskite pilot platforms, which will benefit equipment manufacturers [4] - The gradual implementation of GW lines and accelerated industrialization progress are noted, with major companies like BOE and Jinko Solar starting production [4] - The initial stage of perovskite industrialization presents high equipment value, with single GW equipment valued over 1 billion and 100MW complete line equipment priced between 300-400 million [4] - Investment recommendations include leading semiconductor equipment manufacturers and specific companies such as Jiejia Weichuang and others [4] Summary by Sections - **Policy Development**: The Ministry of Industry and Information Technology has focused on advanced photovoltaic technologies, including perovskite solar cells [4] - **Industrial Progress**: Companies like BOE and Jinko Solar have begun production of GW lines, marking significant advancements in efficiency and cost [4] - **Equipment Value**: The report highlights the high value of equipment in the early stages of perovskite industrialization, with significant investment opportunities for equipment manufacturers [4] - **Investment Suggestions**: Recommendations include specific companies in the semiconductor equipment sector, indicating a positive outlook for these firms [4]

Core Viewpoint - The third Perovskite Materials and Devices Industry Development Forum will focus on flexible perovskite photovoltaics, perovskite tandem cells, and applications in smart IoT and wearable devices under indoor low-light conditions, highlighting the industry's evolution and challenges in commercialization [1][10]. Group 1: Forum Overview - The forum will be held on May 23-24 in Suzhou, organized by the Chinese Academy of Sciences Ningbo Materials Technology and Engineering Research Institute and Huazhong University of Science and Technology [1][6]. - Notable experts and companies in the flexible perovskite field will participate, including representatives from GCL, Tongwei, and TÜV Rheinland, who will present cutting-edge technologies and industry trends [1][2]. Group 2: Industry Challenges and Developments - Perovskite solar cells are evolving towards tandem, multi-junction, and flexible applications, but challenges remain in balancing efficiency, size, stability, and cost control for mass production [2][10]. - Renshou Energy has achieved a commercial component efficiency of 20% for per square meter and over 26% for tandem components, with a production line of 150 MW and plans for GW-level capacity by 2025 [2][10]. Group 3: Future Applications - The most promising application areas for perovskite technology in the next 3-5 years include tandem photovoltaics, flexible photovoltaic applications for BIPV, and advanced consumer electronics [10]. - The forum will address technical challenges such as large-area production, interface engineering for tandem cells, and the development of high-performance flexible transparent electrodes [10].

欢迎报名交流，加速钙钛矿迈向未来 随着钙钛矿光伏技术不断接近产业化临界点，如何在大尺寸制备、效率提升与生产良率控制等方面实现突破，成为推动钙钛矿商业化落地的关键。而在这 一过程中， 传统试错式研发模式已难以支撑高复杂度材料体系和多变量工艺的快速迭代， AI赋能高通量研发 正在成为加速钙钛矿产业升级的重要手段。 针对 钙钛矿研发与产业化深度融合AI智能化趋势 ，我们特别邀请了 昆山协鑫光电材料有限公司总经理田清勇先生 在本次论坛发表主题报告《AI赋能钙钛 矿研发与产业化：协鑫光电高通量设备的创新实践》。 本报告将聚焦全球钙钛矿行业的最新发展动态，深入解析AI大模型与高通量实验设备在协鑫光电研发体系中的创新应用，展示通过AI智能分析系统实现钙 钛矿单层与叠层技术快速迭代、优化与规模化落地的实践路径，同时分享协鑫光电在推动GW级叠层产线建设方面的最新布局与未来规划。 嘉宾简介 田清勇先生，毕业于清华大学、协鑫光电联合创始人兼总经理。2010年开始钙钛矿商业化研发，带队攻克器件优化、中试、吉瓦级产线的技术难关，屡破 大尺寸钙钛矿单结/叠层组件世界纪录。 由 中国科学院宁波材料技术与工程研究所光电信息材料与器件实验室 ...