证券日报网1月6日讯 ，京东方A在接受调研者提问时表示，公司加速钙钛矿技术示范应用，在建筑场 景，公司已建立全球首个钙钛矿BIPV（建筑光伏一体化）应用项目—零碳小屋，获得全国首批且唯一 一个应用钙钛矿技术的《光电建筑评价标识证书》及亚洲光伏协会颁发的"光储应用奖"，实现了部分钙 钛矿BIPV示范性项目落地，并打造光伏地砖、光伏瓦等标准化产品。在生活场景，公司与消费电子头 部企业共同推进光伏价签、无人车等创新产品的开发，极大拓展了钙钛矿的应用场景。 （编辑 王雪儿） ...

2026年1月6日，京东方A披露接待调研公告，公司于1月5日接待淡水泉（北京）投资管理、天风证券、 百年保险资管、华泰证券资管、华泰证券、兴业证券等20家机构调研。 调研情况显示，京东方A在钙钛矿太阳电池领域具备显著优势，其显示产业长期积累的玻璃基加工、薄 膜制备、封装及大规模智能制造等能力，有效赋能钙钛矿研发与生产，中试线从搬入至首样下线仅38天 全线贯通，创下行业新纪录。钙钛矿相较于传统晶硅太阳能电池，具有理论成本更低、工艺简化、制备 温度低等核心优势，同时具备柔性、抗冲击、抗隐裂及弱光发电能力，在运输和应用中更可靠。 答：钙钛矿太阳电池作为第三代纳米薄膜电池的代表，以其效率高、轻薄、可柔性等优势，应用场景广 泛，被公认为光伏产品的未来；且其与显示在技术原理、器件结构、制造工艺等方面高度相似，公司在 显示产业长期积累的玻璃基加工能力、薄膜制备工艺能力、封装和设备优势及大规模智能制造能力，能 有效赋能钙钛矿太阳能电池研发与生产过程，加速产业化进程。公司中试线搬入至首样下线仅用时 38 天全线贯通，创下行业新纪录，充分体现了上述优势。 2、钙钛矿相较于传统晶硅方式的优势？ 答：钙钛矿相较于传统晶硅太阳能电池核 ...

Core Insights - Renshine Solar (Suzhou) Co., Ltd. has achieved a stable efficiency of over 22% for its perovskite photovoltaic modules, marking a significant milestone in the commercialization of perovskite solar technology, comparable to traditional silicon photovoltaics [1][4] Industry Development - The theoretical photoelectric conversion efficiency of perovskite materials can reach 45%, with production costs being one-tenth of silicon [2][3] - China is leading the global development of perovskite photovoltaics, with notable research efficiencies achieved by institutions such as the Chinese Academy of Sciences and Renshine Solar [3] - The perovskite technology is recognized in national planning documents as a key direction for development, receiving strong policy support [2][3] Market Trends - The perovskite industry is experiencing rapid technological advancements, with Renshine Solar's 22% efficiency being a critical performance threshold for full commercialization [4] - Perovskite modules exhibit over 10% higher actual power generation efficiency compared to silicon under the same conversion efficiency, with Renshine Solar's modules achieving over 24% actual power generation efficiency [4] - The market for perovskite applications is diversifying, with products like photovoltaic tiles and flexible outdoor power sources being developed to meet various customer needs [5] Investment and Ecosystem - The perovskite industry ecosystem is becoming increasingly robust, with various companies investing in R&D and production capabilities [6] - The Ministry of Industry and Information Technology of China has emphasized support for the industrialization of perovskite materials, indicating a commitment to advancing high-efficiency photovoltaic technologies [6] - The global market for perovskite photovoltaic modules is projected to reach approximately 20 GW by 2030, with a market space of around 20 billion yuan, reflecting a compound annual growth rate (CAGR) of 243% from 2025 to 2030 [5][6]

Core Viewpoint - BOE (京东方) is entering the perovskite solar cell market, showcasing its products at various exhibitions, including a BIPV (Building-Integrated Photovoltaics) wall with a delivery efficiency of 18.6% and a power output of 505W, indicating a strategic shift towards renewable energy solutions [1][2]. Group 1: Company Strategy and Development - The perovskite solar business is a key part of BOE's "1+4+N" development framework, aiming for breakthroughs in efficiency and lifespan of perovskite technology by 2024 [2][4]. - BOE claims to have inherent advantages in perovskite solar technology due to its extensive experience in semiconductor display manufacturing, which can be leveraged in the production of perovskite solar cells [3][4]. - The company is focusing on enhancing the efficiency of its perovskite solar cells, with a goal to challenge world records using experimental lines [4][5]. Group 2: Market Context and Challenges - The display industry is entering a mature phase, with BOE's display device gross margin projected at only 12.76% in 2024, prompting the need for new growth avenues [5][6]. - The perovskite solar technology is seen as a potential complement to traditional silicon solar cells, with its unique advantages such as high conversion efficiency and low cost, particularly in low-light conditions [2][6]. - The industry is witnessing a shift towards perovskite technology, with significant investments and developments from various companies, indicating a competitive landscape that may disrupt traditional solar markets [7]. Group 3: Technical Insights - Perovskite solar cells are categorized into several types, with single-junction perovskite cells being the simplest and most flexible, yet facing challenges like stability and efficiency limitations [6]. - The complexity of manufacturing multi-junction perovskite cells, especially those combined with silicon, presents significant technical hurdles but is viewed as the future of solar efficiency [6][7]. - The entry of display manufacturers like BOE into the solar market is expected to create competitive pressure on traditional solar companies, particularly in the BIPV and electric vehicle sectors [7].

Core Viewpoint - The article highlights the integration of green and low-carbon concepts in the construction and operation of the Haikou National High-tech Zone, showcasing innovative uses of clean energy and sustainable practices [1] Group 1: Green Initiatives - The park features rainwater recycling facilities that contribute to water conservation [1] - Solar energy is prominently utilized, with solar tiles illuminating streetlights at night [1] - Some benches in the park are made from extracted rocks, and they incorporate solar energy for wireless phone charging [1] Group 2: Energy Consumption and Collaboration - The park aims for clean energy to account for approximately 20% of its total energy consumption [1] - Collaboration with Datang Group is established to achieve overall green and low-carbon goals for the park [1]

Core Viewpoint - The article highlights the integration of green and low-carbon concepts in the construction and operation of the Haikou National High-tech Zone, showcasing innovative energy solutions and sustainable practices [1] Group 1: Green Initiatives - The Haikou National High-tech Zone incorporates rainwater recycling facilities to conserve water [1] - The park features widespread use of clean energy, particularly solar power, with solar tiles illuminating streetlights at night [1] - The park aims to achieve approximately 20% of its total energy consumption from clean energy sources after completion [1] Group 2: Economic Impact - The integration of green low-carbon principles is expected to reduce carbon tariffs for exporting companies [1] - The collaboration with Datang Group is intended to enhance the overall green and low-carbon performance of the park [1] Group 3: Innovative Design - Some benches in the park are made from extracted rocks, and certain benches are equipped with solar-powered wireless chargers for mobile devices [1]