（原标题：沈文忠：晶硅电池技术仍有很长的生命周期） 21世纪经济报道记者 曹恩惠、实习生余名伟 成都报道 11月19日，由南方财经全媒体集团指导、21世纪经济报道主办、中国国际光伏与储能产业大会组委会支 持的2025第八届中国国际光伏与储能产业大会暨21世纪·新能新质绿色能源发展论坛在成都隆重召开。 最后，提及钙钛矿技术，沈文忠认为单结钙钛矿是没有竞争力的，与晶硅电池叠层是必由之路。 沈文忠进一步围绕晶硅技术的不可替代性、非银金属化突破方向，以及TOPCon、BC、异质结三大主流 电池技术的竞争与协同，为"十五五"及更长周期光伏产业技术方向的发展提供了思考路径。 沈文忠指出："晶硅的优势是非常明显的，未来十年，乃至更长时间内，我们看不到比晶硅更好的技 术。" 目前，光伏若要继续维持成本优势，需要进一步聚焦晶硅技术的优化。沈文忠介绍，目前，我国已全面 掌握硅提纯技术，硅料产能超300万吨，目前晶硅电池市场占比98%，是维持光伏低价的核心技术载 体。"但在当前晶硅电池成本中，银金属化占比极高，银价直接影响光伏的成本优势，所以未来五年一 定是无银化、贱金属化，金属化的铜、铝、镍等是一个发展趋势。" 沈文忠特别指出， ...

Core Viewpoint - Saiwu Technology (603212.SH) has announced the successful first batch delivery of light conversion films for perovskite tandem modules, marking a significant milestone in the commercialization of this technology in the photovoltaic sector [1] Group 1: Company Developments - The recent batch delivery is a small-scale shipment, and the business is currently in the early stages of commercialization, with the shipment volume and sales amount being minimal, accounting for less than 0.05% of the company's projected revenue for 2024 [1] - The successful delivery signifies the first commercial application of perovskite technology in the global market, potentially paving the way for large-scale development in this field [1] Group 2: Industry Insights - Perovskite technology is noted for its high theoretical limits in photoelectric conversion efficiency and wide range of application scenarios, with ongoing industrialization efforts [1] - The downstream market for perovskite technology is still in the initial stages of commercialization, indicating future uncertainties regarding technology and market demand [1]

Core Viewpoint - The company has achieved the first batch delivery of light conversion films for perovskite tandem modules, marking a significant milestone in the commercialization of this technology in the photovoltaic sector [1] Group 1: Company Developments - The company announced the successful delivery of light conversion films for perovskite tandem modules to a well-known photovoltaic enterprise in the United States [1] - This delivery represents the first commercial application of perovskite technology in the global market, overcoming key barriers for large-scale development [1] Group 2: Business Impact - The current batch delivery is small-scale, with minimal impact on the company's financial performance, accounting for less than 0.05% of the projected revenue for 2024 [1] - The business is still in the early stages of commercialization, and the shipment volume and sales amount are very small [1] Group 3: Industry Context - Perovskite technology is noted for its high theoretical efficiency and wide range of applications, with ongoing industrialization efforts [1] - The commercialization of perovskite technology is still in its initial phase, leading to uncertainties in future demand and market conditions [1]

Core Viewpoint - Company announced the successful first batch delivery of light conversion film for perovskite tandem modules, marking a significant milestone in the commercialization of this technology in the photovoltaic industry [1] Group 1: Company Developments - The batch delivery is described as a small-scale delivery, indicating that the business is in the early stages of commercialization [1] - The delivered products have been successfully sent to a well-known photovoltaic company in the United States [1] Group 2: Financial Impact - The current shipment volume and sales amount are minimal, accounting for less than 0.05% of the company's projected revenue for 2024 [1] - The company states that this development will not have a significant impact on its financial performance in the short term [1] Group 3: Industry Position - The claim of being the "first in the world" is based on the company's understanding of the industry and information retrieval, with no specific rankings from market institutions available at this time [1]

Market Overview - The market is experiencing overall declines despite some fluctuations, with significant movements in various sectors [3][4] - The Shanghai Composite Index and the ChiNext Index closed up by 0.18% and 0.25% respectively, while the Shenzhen Component Index remained flat [4] Aquaculture Sector - The aquaculture sector saw a significant surge, with stocks like Zhongshui Fishery and Dongfang Ocean hitting the daily limit, leading to an overall increase of 8.62% in the sector [7][8] - The rally was triggered by news that circulated around noon, which activated the market's expectations and led to a collective breakout in the sector [7] Military and Marine Equipment - The military sector showed volatility, primarily driven by marine equipment stocks, with companies like Yaguang Technology and Jianglong Shipbuilding reaching their daily limits [11] - The marine equipment sector rose by 2.16%, while the military sector experienced a slight decline of 0.28% [11] Medical Sector - Zhonghong Medical experienced a sudden surge, reaching a daily limit of 20% before retracting to a 10% increase [13] - The stock's rise was linked to its marketing strategy, which included a focus on products that compete with Japanese brands [14] Technology Sector - Saiwu Technology announced the successful delivery of a new product related to perovskite solar cells, marking a significant milestone in the commercialization of this technology [15] - The stock saw a notable increase, closing at a limit up after media coverage of the announcement [17][19]

激智科技（300566.SZ）11月19日在投资者互动平台表示，公司量子点膜产品主要应用于VR眼镜、电视 等终端显示产品中，暂未用于钙钛矿等技术。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：公司量子点膜技术是否可以用在钙钛矿领域？公司是 否有布局钙钛矿？ ...

格隆汇11月19日丨激智科技(300566.SZ)在投资者互动平台表示，公司量子点膜产品主要应用于VR眼 镜、电视等终端显示产品中，暂未用于钙钛矿等技术。 ...

耀皮玻璃 20251117 我们公司的 PCO 产品用于薄膜电池，这种电池最早由 First Solar 在 2000 年 左右研发，以碲化镉为主。此外，还有德国人发明的铜铟镓硒，但目前仍处于 研发阶段。我们的 PCO 产品主要供应给以碲化镉为基础的建筑光伏一体化项目， 因为这种材料在美观度和均匀性上表现优异，是美国市场上主打的一种建筑发 电用材料。 我们公司从 2023 年收购了旭硝子的大连产线后，迅速进入盈利状 态，并提供高品质浮法和镀膜产品。目前，我们主要出货量集中在碲化镉领域， 而钙钛矿方面也有一些客户进行研发，但尚未形成大规模量产。 钙钛矿技术的发展现状及其面临的问题是什么？ 摘要 浮法玻璃市场整体下行，但新能源汽车带动的汽车加工玻璃板块需求强 劲，预计 2024 下半年至 2025 年将持续增长，福耀占据市场主导地位， 公司市场份额有待提升。 光伏玻璃分为压延和 PCO 两种，压延光伏玻璃受压，但在工信部协调下 价格回稳。公司与晶晶合作生产的 PCO 产品主要供应给 First Solar 主 导的碲化镉薄膜电池建筑光伏一体化项目。 公司收购旭硝子大连产线后迅速盈利，提供高品质浮法和镀膜产品，主 ...

Core Insights - Perovskite technology is gaining significant attention as a new generation of photovoltaic technology amidst cost reduction and structural competition pressures in the solar industry [1][2] - The industry is transitioning from traditional silicon efficiency improvements to new material structural innovations represented by perovskite and perovskite-silicon tandem technologies [1][2] - The commercialization of perovskite technology is seen as a key driver for the solar industry to shift from "efficiency competition" to "structural innovation" [1] Industry Trends - The development of perovskite technology is moving from laboratory efficiency record competition to a focus on mass production efficiency and stability [2] - Two main pathways for perovskite technology, single-junction and tandem structures, are advancing simultaneously, creating a multi-technology development landscape [2] - Perovskite materials offer advantages such as low-temperature fabrication and high light absorption, which can break through the efficiency limits of silicon materials [2][3] Production and Demonstration Projects - The industrialization of perovskite technology is accelerating, with significant progress in equipment supply capabilities and the commissioning of hundred-megawatt production lines [4][5] - Demonstration projects for perovskite solar power plants are transitioning from point tests to scenario-based validations, with several megawatt-scale projects already operational [4] - The largest fully perovskite ground power plant in China, a 5-megawatt project by Huaneng Group, has been launched, with more projects expected to come online soon [4] Standardization Efforts - The establishment of a unified standard system for perovskite technology is crucial for its commercialization [6][7] - Current testing and certification systems are inadequate for new material technologies, necessitating the development of specialized standards to ensure scientific evaluation and consistency [6] - The construction of a standard system is seen as essential for promoting technology iteration and market confidence in perovskite projects [7]

Core Viewpoint - The company is actively advancing its research and development in perovskite equipment, responding to market demands and technological trends in the renewable energy sector [2]. Group 1: Research and Development Progress - The company has established a pilot line for perovskite batteries to drive continuous innovation in battery equipment and technology [2]. - It has developed capabilities to provide complete perovskite battery line equipment and process solutions, along with obtaining relevant patents in this field [2]. Group 2: Market Engagement and Deliveries - Since entering the perovskite sector, the company has participated in tenders for perovskite projects from various leading and startup renewable energy firms, successfully delivering complete perovskite battery line equipment [2]. - The company has delivered various equipment types, including PVD, RPD, evaporation, laser, coating, VCD, and cleaning equipment, contributing to the advancement of perovskite technology [2]. Group 3: Recent Innovations - The company recently launched industrial-grade piezoelectric inkjet printing technology for perovskite films, with the first perovskite inkjet printing device successfully delivered to a customer [2]. - The perovskite GW-level magnetron sputtering vertical vacuum coating equipment, PVD2400V, has also been successfully shipped [2].