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 Insights - The article highlights a transformative approach to photovoltaic (PV) technology, showcasing its integration into architectural aesthetics and functionality, particularly at the "Building Photovoltaic Zero Carbon Aesthetics" exhibition in Beijing [1][2]. Group 1: Exhibition Overview - The 22nd China International Housing Industry and Building Industrialization Products and Equipment Expo took place from November 6 to 9, featuring a dedicated area for "Building Photovoltaic Zero Carbon Aesthetics" [1]. - The exhibition included three main sections: colorful photovoltaic curtain wall aesthetics, practical photovoltaic tiles, and innovative technology, demonstrating advancements in building-integrated photovoltaics (BIPV) [1][2]. Group 2: Colorful Photovoltaic Curtain Walls - Colorful photovoltaic technology addresses the aesthetic and efficiency imbalance in traditional PV systems, offering products that are visually appealing and efficient [2]. - Various types of colorful photovoltaic curtain walls were showcased, including pure color, stone-like, and aluminum-like designs, enhancing the visual appeal of buildings [2]. - Notable products included Yingchen and Jiasheng's series that blend traditional Chinese architectural elements with modern PV technology, and Longyan Energy's "Yicai" colored photovoltaic materials that maintain color durability for over 20 years with minimal impact on efficiency [2]. Group 3: Practical Photovoltaic Tiles - The practical photovoltaic tile section presented tiles that combine solar energy generation with traditional roofing functions, effectively replacing conventional tiles [3]. - A significant project highlighted was the "Zero Carbon Small House" in Anhui, which integrates PV technology into various building elements, achieving a total installed capacity of 108.6 kW and an expected annual generation of 107,100 kWh [3]. Group 4: Innovative Technologies - The innovative technology section focused on emerging technologies in the PV industry, showcasing advancements that transition buildings from energy consumers to energy producers [5]. - Examples included the world's first "dragon scale" PV roof at the Wuxi Symphony Hall, featuring a capacity of 1,240 kW, and various innovative PV products designed for architectural integration [5]. Group 5: Industry Growth and Future Prospects - The article notes that since the introduction of the "dual carbon" goals, the installed capacity of building photovoltaics has rapidly increased, reaching 365 million kW by the end of 2024, accounting for 41.2% of the total PV capacity in China [6]. - The ongoing development of innovative technologies and engineering cases is expected to further enhance the role of building photovoltaics in optimizing energy structures and promoting low-carbon transitions [6].

Group 1 - The core viewpoint emphasizes the importance of regional coordination in China's development, highlighting significant strategies like the integration of the Yangtze River Delta and the Greater Bay Area [1] - The Yangtze River Delta's GDP is projected to rise from 27.6 trillion yuan in 2021 to over 33 trillion yuan by 2024, supported by nine cities with GDP exceeding 1 trillion yuan and a strong manufacturing base [3] - The establishment of the Fangting Water Institute symbolizes the integration efforts, allowing for seamless cross-regional interactions and improved administrative efficiency [10][11] Group 2 - The Beijing-Tianjin-Hebei region has seen substantial progress, with over 12,000 collaborative projects and improved public service integration, enhancing the region's cohesiveness [18] - The automotive industry in the Tianjin Wuqing area exemplifies the benefits of regional collaboration, with production capacity expected to double by 2025 [24][28] - The Chengdu-Chongqing economic circle has experienced a significant economic boost, with its total economic output increasing from 6.3 trillion yuan to 8.7 trillion yuan over five years [39] Group 3 - The Greater Bay Area has improved its transportation infrastructure, with new cross-river channels enhancing connectivity and facilitating economic integration [41][44] - The completion of the Shenzhen-Zhongshan Bridge has significantly reduced travel time across the Pearl River Delta, demonstrating the impact of infrastructure on regional development [44] - The cultural and economic integration efforts in the Greater Bay Area have led to increased tourism and local economic growth, with traditional arts like the Yingge dance gaining international recognition [53][56]

Core Insights - The 18th International Solar Photovoltaic Exhibition in Shanghai showcased a significant increase in the presence of energy storage companies, indicating a growing trend towards integrated solar and storage solutions [1] - Major industry players like TCL Zhonghuan, JinkoSolar, and Tongwei showcased BC technology products, although most are still in the preparation stage for mass production [2][3] - The exhibition highlighted the trend of solar storage integration, with many companies presenting differentiated solar-storage solutions [6] Group 1: Technology and Product Innovations - BC technology products were prominently featured by industry giants, with TCL Zhonghuan planning to start mass production in Q3, while only a few companies like Longi Green Energy and Aiko Solar have achieved this [2] - TOPCon technology remains the mainstream product, accounting for over 70% of the global market, while BC technology is primarily targeted at price-insensitive regions like Northern and Western Europe [3] - New solar products such as solar tiles and flexible modules were introduced, with companies like Trina Solar and LONGi showcasing innovations that cater to aesthetic and functional needs [4][5] Group 2: Market Trends and Competition - The solar storage market is becoming increasingly competitive, with many solar companies diversifying into storage to improve profitability, as standalone solar products have been unprofitable [6] - Companies are exploring overseas markets due to saturation in the domestic market, with many reporting that international sales are more profitable [8][9] - The demand for storage solutions is rising, particularly in overseas markets, with companies like Suzhou Guding noting that 60% of their orders now come from abroad [8] Group 3: Challenges and Future Outlook - The solar industry is facing intense competition, leading to price wars that have affected profitability across the board, particularly in the component sector [10][11] - The solar glass industry is struggling with many companies operating at breakeven due to price pressures from the component market [11] - Despite the challenges, the overall demand for solar and storage solutions continues to grow, with companies adapting to market conditions and exploring new opportunities [7][10]

Core Insights - The forum held on May 20 in Jinan focused on energy transformation, highlighting the advancements in energy management systems and the integration of renewable energy sources [1][6]. Group 1: Technological Advancements - The ESA261kWh energy storage system introduced by the company features a power output of 125kW and a capacity of 261kWh, with a size 30% smaller than competitors, showcasing its role as the "nerve center" of energy management [6]. - The AI algorithms integrated into the system can predict photovoltaic output and load fluctuations 15 minutes in advance, enabling coordinated dispatch of multiple storage units [6]. - The company emphasizes that it is not merely selling hardware but building the infrastructure for an energy internet [6]. Group 2: Market Dynamics - The energy storage sector is transitioning from "price speculation" to "value reconstruction," with data indicating a more than 25% decline in storage profitability following optimized time-of-use pricing in Jiangsu and Hubei [8]. - The company’s "光储直柔" system has increased the green electricity self-sufficiency rate from 20% to 75% in a food processing plant, reducing electricity costs by 40% [8]. - The path for photovoltaic companies to transition to energy storage is becoming clearer, with a proposed "three-step" strategy focusing on technology integration, scenario innovation, and data-driven ecological collaboration [8]. Group 3: Collaborative Ecosystem - Collaborations with financial and technological partners are reshaping the energy ecosystem, combining technical expertise, capital, and practical applications [9]. - The integration of resources from city investment companies, financial institutions, and the company is driving the transformation of industrial enterprises towards energy storage solutions [9]. - The company's WE platform has reached its 1000th commercial user, indicating the formation of a new energy ecosystem where users act as both consumers and regulators of energy [9]. Group 4: Future Directions - The company emphasizes the importance of building adaptive capabilities in response to market fluctuations, which is reflected in the design of its commercial energy storage systems and virtual power plant pricing models [10]. - The underlying logic of energy transition involves both technological innovation and ecological collaboration, aiming for a system that enhances efficiency, optimizes costs, and improves ecological outcomes [10][11].