武汉大学破解钙钛矿太阳能电池寿命难题 我国钙钛矿电池领域迎来密集突破。 2月27日早盘，A股光伏设备板块大幅上涨，其中钧达股份、双良节能（维权）、永臻股份涨停，帝尔 激光、中来股份、*ST金刚等涨幅居前，分别上涨4.96%、3.98%、2.69%。 | 代码 名称 | *● | 最新 涨幅%4 | | | | 涨跌 总量 现量 买入价 卖出价 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | BK1031 光伏设备 | | 1650.94 | 1.57 | 25.55 | 2807万 | 112 | - | 1 | | 688503 聚和材料 ■ | | 102.86 | 10.97 | 10.17 | 18.1万 | | 10 102.81 | 102.86 | | 002865 钧达股份圆 # | | 92.94 | 10.00 | 8.45 | 27.5万 | 1 | 92.94 | | | 600481 双良节能 @ * | | 9.57 | 10.00 | 0.87 | 251万 | 278 | 9.57 | - | | ...

Core Viewpoint - BOE Technology Group is advancing the parallel research and development of rigid, flexible, and stacked perovskite components, leveraging its capabilities in glass-based processing, film preparation, packaging, and intelligent manufacturing [1] Group 1: Performance Metrics - Rigid single-junction component achieved a champion efficiency of 27.61% in third-party laboratory tests, while the pilot line champion efficiency reached 20.11% [1] - Flexible single-junction component recorded a champion efficiency of 21.39% in the experimental line and 16.6% in the pilot line, with all four metrics setting new world records in the industry [1]

Group 1: Market Trends and Product Pricing - The demand for TV products has increased since December 2025 due to preparations for upcoming sporting events, leading to higher procurement by brand manufacturers and an overall increase in TV product prices as of January 2026 [1][2]. - The overall operating rate in the industry remains high as manufacturers adopt a "production based on demand" strategy, adjusting their operating rates accordingly [2]. Group 2: OLED Technology Development - The company's 8.6 generation AMOLED production line was successfully lit up five months ahead of schedule on December 30, 2025, marking a significant breakthrough in mid-size OLED technology [3]. - The production line is expected to enter mass production in the second half of 2026, enhancing the company's ability to meet high-end IT product demands [3]. Group 3: Financial Projections - The company's depreciation amount is expected to peak in 2025, with a continuous reduction in depreciation for existing production lines [4]. - Capital expenditures are projected to peak in 2025, primarily due to investments in the Chengdu 8.6 generation AMOLED production line and the Beijing 6th generation LCD LTPO/LTPS production line [5][6]. - A significant decrease in capital expenditures is anticipated starting in 2027 [6]. Group 4: Perovskite Project Progress - The company has achieved industry-leading efficiency levels in perovskite solar cell components, with rigid single-junction components reaching a champion efficiency of 27.61% [7]. - The company is focused on improving the efficiency and lifespan of perovskite products, addressing challenges in the industrialization of perovskite thin-film solar cell technology [7]. Group 5: Glass-Based Packaging Technology - The company has completed the construction of a pilot line for large glass substrate packaging and has begun technical and product development collaborations with leading domestic and international clients [9].

悉尼新南威尔士大学是全球光伏技术的摇篮，在光伏与可再生能源等前沿技术领域积淀深厚、实力卓 越。无锡市产业创新研究院是无锡推动科技创新与成果转化的重要平台。极电光能是全球钙钛矿产业化 的领军企业，自2020年落户锡山以来，已累计9次刷新钙钛矿光伏组件效率的世界纪录，并成功建成投 产全球首条GW级量产线。此次三方开展深度合作，将加速推动钙钛矿光伏前沿技术的产业化进程。 "钙钛矿作为当前最具有潜力的下一代光伏技术，备受悉尼新南威尔士大学研究团队重视。"悉尼新南威 尔士大学光伏与可再生能源工程学院教授郝晓静表示，悉尼新南威尔士大学长期致力于推动全球光伏技 术发展，目前，大学已与无锡建立了包括新南威尔士大学(无锡)产业创新中心在内的多项合作，期待通 过与极电光能共建联合实验室，深度融合双方在科研与产业化的优势，在钙钛矿领域取得更多突破。 1月14日，"钙钛矿国际联合实验室揭牌暨产学研战略合作签约仪式"在位于无锡市锡山区的极电光能宛 山湖园区举行。极电光能与悉尼新南威尔士大学、无锡市产业创新研究院签署战略合作协议，由极电光 能与悉尼新南威尔士大学共建的"钙钛矿国际联合实验室"正式成立。 "自落户以来，极电光能始终扎根于这 ...

无锡宛山湖畔，极电光能建设的钙钛矿光伏园区屋顶、幕墙、车棚与围栏上都布满了钙钛矿光伏组 件。"整个园区数百米的围墙由3000余块钙钛矿光伏组件构成，总装机容量256千瓦，年发电量达16.8万 千瓦时，相当于每年减排108吨二氧化碳。"极电光能副总裁杨生介绍，这种"围栏即电站"的设计，将传 统工业建筑的边界转化为能源生产单元，打破了建筑与能源系统的物理隔阂。 目前，极电光能生产的钙钛矿光伏组件在上海、广州、合肥等多个城市实现多场景商业化应用。"公司 将持续布局钙钛矿整线全生命周期服务，以创新技术助力钙钛矿光伏产业化进程进一步提速。"姜伟龙 说。(经济日报记者 薛海燕 蒋 波) "在生产实践中，我们依托自主研发的钙钛矿量产技术整体解决方案以及稳定性成套解决方案，针对大 面积制备、高效率与高稳定性等方面，提出了长期有效的可持续提升方案。"姜伟龙说。今年2月初，极 电光能建设的吉瓦级钙钛矿光伏组件生产线投产运行，组件面积2.81平方米，尺寸与晶硅产品相当，效 率在17%以上。 "与传统晶硅材料相比，钙钛矿光伏组件具有转化效率上限高、迭代速度快、工艺流程短、原料成本低 等优势。"姜伟龙说，公司通过深度融合钙钛矿光伏技术 ...

Core Viewpoint - The commercialization of perovskite photovoltaic technology faces three key obstacles: the use of toxic solvents during manufacturing, the issue of uneven quality in large-area perovskite films, and limited operational reliability [3][6]. Group 1: Research Development - A research team from Nanjing University, in collaboration with the National Defense Science and Technology Innovation Research Institute and other researchers, published a paper in the journal Science, detailing the development of a three-component green solvent system for the preparation of commercially viable perovskite photovoltaic modules [3][5]. - The new solvent system, based on γ-valerolactone, 2-methyltetrahydrofuran, and dimethyl sulfoxide, replaces toxic solvents like N,N-dimethylformamide and optimizes the evaporation rate of the film's edge regions through the addition of surfactants [5]. Group 2: Performance Metrics - The research team successfully produced a stable perovskite photovoltaic module with an area of 7200 square centimeters, achieving a certified power conversion efficiency of 17.2% by the U.S. National Renewable Energy Laboratory [5]. - The module passed all IEC 61215 reliability standard tests, receiving certification from TÜV Rheinland [5]. Group 3: Environmental Impact - This research opens an environmentally friendly pathway for the commercial production of perovskite photovoltaic technology [6].

运用这种新技术，团队试制了一批长1.2米、宽0.6米的商用尺寸组件。肖科介绍，自2024年以来，这批 组件已通过湿热环境、热循环、紫外照射等多种可靠性测试，先后获德国、美国、中国相关检验机构的 认证和许可，在江苏苏州一年多的户外实测结果也显示，组件的光电转化效率表现稳定。 谭海仁表示，南京大学已与仁烁光能共同提交了相关技术的专利申请，并通过150兆瓦中试生产线获得 性能稳定的成品。"我们在推进大尺寸钙钛矿光伏电池走向市场的同时，还将持续加大研发力度，进一 步提升电池效率和稳定性。"谭海仁说。 （文章来源：新华网） 记者从南京大学获悉，该校谭海仁教授课题组与钙钛矿光伏企业仁烁光能（苏州）有限公司组成的联合 团队，成功研制可直接接触空气的环保溶剂，离量产大尺寸钙钛矿光伏电池的目标又近了一步。国际学 术期刊《科学》12月5日在线发表相关研究论文。 谭海仁介绍，钙钛矿作为新一代光伏技术的热门材料，具有柔性、成本低、效率高、能耗少等多项优 势。然而，大尺寸钙钛矿光伏电池在量产时，长期存在薄膜质量不稳定、工艺不环保以及可靠性不持久 三大难题，导致钙钛矿"叫好难叫座"。 "要破解这三难，就好比手里捧着一块三角形平板，板上有 ...

Core Insights - Perovskite materials are evolving from a photovoltaic technology term to a key investment theme across multiple sectors, particularly in aerospace and satellite systems where energy supply is a primary challenge [1] - The perovskite industry is accelerating towards commercialization, with significant advancements in production efficiency and stability, marking 2025 as a pivotal year for capacity expansion [1][2] - Technological breakthroughs are crucial for industry expansion, with perovskite cell efficiency surpassing 27% and flexible perovskite cells achieving 20.3% efficiency [1] Industry Expansion and Technological Breakthroughs - The photovoltaic industry is experiencing a phase of oversupply, leading to a market fatigue regarding pure technological iterations [2] - Perovskite materials are uniquely suited for orbital energy systems due to their lightweight, high power-to-weight ratio, and flexibility, which can significantly reduce launch costs and adapt to various deployment mechanisms [2] - The ability of perovskite materials to quickly form films at low temperatures and their self-healing properties under radiation damage make them ideal for harsh space environments [2] Investment Opportunities - Investment logic around perovskite materials should focus on two main lines: the certainty of equipment demand from technological iterations in the photovoltaic sector and the incremental market opportunities from high-performance, flexible components for new applications like space [3] - Core production equipment suppliers are expected to benefit first from the capacity construction phase [3] Focus Areas for Investment - Core process equipment providers, such as JinkoSolar, JingShan Light Machinery, Maiwei Co., and Aolide, are positioned to benefit from the capacity construction cycle [4] - Mass production pioneers and material companies, like GCL-Poly and BOE Technology Group, that have achieved scale production or are involved in key material layouts [5] - Technology integrators and scene developers, which are actively engaging in perovskite business and possess strong engineering and integration capabilities, may accelerate the realization of new applications [5]

Group 1 - Company will continue to increase investment in perovskite solar cell research and development, focusing on improving key technical indicators such as photoelectric conversion efficiency, stability, and lifespan [1] - Perovskite solar cells, as a representative of third-generation nanofilm batteries, have significant advantages including high efficiency, lightweight, and flexibility [1] - The company leverages its long-term accumulated capabilities in glass-based processing, thin-film preparation, packaging, and large-scale intelligent manufacturing to support the R&D and production of perovskite solar cells, accelerating the industrialization process [1] Group 2 - The company is currently focused on enhancing the efficiency and lifespan of perovskite batteries, aiming to address the challenges of industrializing perovskite thin-film solar cell technology [1] - A demonstration power station with a capacity of hundreds of kWh has been established, and additional outdoor verification stations will be built to comprehensively assess the stability of perovskite components in practical applications [1] - The company successfully produced the first 1.2m x 2.4m perovskite photovoltaic component on October 18, marking a significant step in the industrialization of perovskite technology [1] Group 3 - The company is accelerating research to meet ISOS and IEC standards for lifespan solutions, aiming to provide technical solutions for large-scale production lines [1] - The company plans to expedite the industrialization process, transitioning from pilot line technology to large-scale production while continuously reducing production costs [1] Group 4 - At the Global Mobile Communications Conference, a brand under the company launched the world's first solar charging mobile phone utilizing the company's perovskite photovoltaic technology, showcasing the application potential of perovskite technology in diverse scenarios [2]

Core Insights - The article discusses a breakthrough in perovskite solar technology, highlighting the use of laser annealing to improve crystal growth while preventing environmental degradation [2][3][4]. Group 1: Research Findings - A study published in the journal Science demonstrates that laser annealing can create crystalline perovskite films under ambient conditions, avoiding degradation products typically produced during thermal annealing [2]. - The research identified a degradation-free window lasting approximately 123 ± 18 seconds, during which the effects of water and oxygen are effectively mitigated [3]. - The use of nanosecond laser for 25 seconds of annealing achieved a record 24% power conversion efficiency for a 100 cm² rigid perovskite solar module, surpassing previous scalability records [2][4]. Group 2: Technical Details - The laser annealing process utilizes a wavelength of 455 nm and a power density of 20 W/cm², which is two orders of magnitude higher than traditional thermal annealing methods [3]. - The study also revealed that this method prevents the accumulation of hexagonal perovskite phases, which can negatively impact performance [3][4]. - The achieved efficiencies include 24.0% for rigid components and 20.7% for flexible components, demonstrating a significant advancement in the field [4].