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].

"为什么要帮别人建产线，不能先搞好自己的产线吗？"这是仁烁光能董事会秘书、战略发展总监许兰库 常被问到的问题。仁烁光能由南京大学教授谭海仁创办，是一家押注全钙钛矿叠层路线的光伏企业。 2024年年中，一家客户找到仁烁光能，希望其协助建设钙钛矿产线。该项目完成后，"钙钛矿整线技术 服务"成为仁烁光能的一项正式业务。今年6月，仁烁光能正式发布了这项业务。 许兰库说，从接触的潜在客户来看，目前对钙钛矿产线感兴趣的企业主要包括三类：计划转型的传统企 业、产业资本、创业企业。此外，部分高校和科研院所也有委托建设研发线的意愿。其中一些企业认可 光伏发展前景，希望抓住市场机遇，却缺乏相应的技术积累，因此有合作建线的需求。 钙钛矿在理论上具备高光电转换效率，成本仅为晶硅光伏的三分之一，目前已完成从实验室研发到量产 技术的开发。今年以来，华能集团、三峡能源（600905）等央企能源集团都在分批次采购，建设实验基 地。正因如此，钙钛矿被市场视为下一代光伏技术的重要路线之一。 目前，市场上提供钙钛矿整线技术服务的企业主要分为两类：一类是已成功搭建量产线的钙钛矿创业企 业，如仁烁光能、极电光能；另一类是光伏设备企业，如捷佳伟创（30 ...