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钙钛矿电池产业化
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东兴证券晨报-20260224
Dongxing Securities· 2026-02-24 09:35
Core Insights - The report highlights the structural expansion of the rubidium and cesium market driven by the increasing penetration of perovskite solar cells and the development of space photovoltaics [7][12][13] Industry Overview - Perovskite solar cells (PSCs) are identified as a new type of solar cell with advantages such as low cost, high efficiency, lightweight, and flexibility compared to traditional silicon cells [7] - The report predicts that the penetration rate of perovskite solar cells in the photovoltaic market will rise significantly, from 1.3% in 2025 to 30% by 2030, driven by their cost-effectiveness and efficiency [9][12] Market Dynamics - The demand for rubidium and cesium is expected to grow substantially, with a projected CAGR of 115% from 2025 to 2030, as the perovskite battery market expands [12][16] - The report estimates that global demand for rubidium will increase from 37 tons in 2025 to 1696 tons by 2030, correlating with the anticipated growth in perovskite solar cell production [12][16] Technological Advancements - The stability of perovskite solar cells is a key challenge, but the addition of rubidium and cesium is expected to enhance their performance and longevity [8] - Flexible perovskite solar cells are anticipated to find applications in various fields, including building-integrated photovoltaics (BIPV), wearable devices, and automotive power generation [10][11] Future Outlook - The report suggests that the period from 2026 to 2027 will be crucial for the industrialization and validation of perovskite solar cells, with significant advancements expected in their application in space photovoltaics [13][14] - The integration of perovskite solar cells in space applications is projected to drive demand for rubidium significantly, with estimates indicating a potential need for 220 tons by 2030 due to space solar power initiatives [15][16]
钙钛矿电池实现双重突破!5只概念股年内跑出翻倍行情
转自:证券时报 人民财讯12月6日电,据科技日报,近日,南京大学谭海仁教授团队联合仁烁光能(苏州)有限公司, 攻克了钙钛矿薄膜生产中绿色溶剂制备以及薄膜制备均匀性的难题,实现了钙钛矿光伏组件光电转换效 率和组件长期运行可靠性的双重突破。12月5日,该成果刊发于国际学术期刊《科学》。此次研究突破 了钙钛矿太阳能电池产业化的关键瓶颈,是推动其迈向商业化进程的重要一步。 钙钛矿电池概念股二级市场表现分化明显。证券时报·数据宝统计,截至12月5日收盘,概念股今年以来 平均上涨29.25%,大幅跑赢同期上证指数。5股年内涨幅翻倍,分别为杰普特、阳光电源、微导纳米、 先导智能、上海港湾。 20只概念股年内累计涨幅跑输同期上证指数,占比超过半数。其中7股年内累计跌幅超10%,分别为宝 馨科技、ST泉为、东方日升、能之光、晶科能源、泽润新能、钧达股份。 ...
钙钛矿电池光暗交替环境下光电转化效率提高
Ke Ji Ri Bao· 2025-09-08 00:13
记者近日从中山大学获悉,由中国科学院院士、中山大学柔性电子学院首席科学家黄维和柔性电子学院 讲座教授秦天石领衔的科研团队,在钙钛矿太阳能电池领域取得关键性进展。团队不仅深度剖析了该电 池在真实昼夜循环运行时的失效核心原因,还创新性地开发出无锂掺杂新技术,为钙钛矿电池的产业化 进程注入强大动力。相关成果近日发表在国际期刊《自然·能源》上。 团队提供了一种经过验证的、简单有效的替代方案,为设计下一代兼具高效率和高运行稳定性的钙钛矿 太阳能电池指明了清晰的材料设计方向。 该项成果由南京工业大学和中山大学科研团队共同完成。目前,该研究已获得专利保护。下一步,团队 将继续推进相关技术的转化应用。 (文章来源:科技日报) 近年来,钙钛矿太阳能电池的性能取得了显著突破,其能量转换效率已突破26%。不过,在长期稳定性 尤其是在真实户外环境下耐久性的短板,成为其走向商业化并满足实际使用需求的一大障碍。尽管世界 纪录级别的钙钛矿太阳能电池已通过各种稳定性测试,但这些测试多为持续光照或恒暗条件,难以在日 夜更替的实际情况下投入使用。 "这对电池的实际应用和商业化构成了重大挑战。"秦天石介绍,研究团队通过实验发现,在明暗交替循 环这 ...