新能源板块午后集体拉升，截至收盘，中证光伏产业指数上涨3.4%，国证新能源电池指数上涨1.3%，中证新能源指数上涨1.1%，中证上海环交所碳中和指 数上涨0.1%，储能电池ETF（159566）全天获近1000万份净申购。 消息面上，近日，我国光伏技术迎来里程碑式突破。南京大学与相关研究院联合团队，在国际顶级期刊《自然》发表研究成果，首次将全钙钛矿叠层光伏电 池的光电转化效率提升至30.1%。该成果为下一代高效光伏技术的产业化奠定了坚实基础，预示着光伏产业的技术迭代与降本增效步伐有望进一步加快。 | 令日 | 该指数 | 该指数自20 | | --- | --- | --- | | 该指数涨跌 | 市净率 | 发布以来估( | | 3.4% | 2.6倍 | 50.39 | 每日经济新闻 ...

11月3日，A股三大指数集体集开。创业板新能源ETF华夏（159368）开盘后先冲高后快速回落再震荡， 下跌1.93%。盘面上，该ETF持仓股天华新能强势领涨，涨超18%，创历史新高，盛弘股份涨超6%。截 至发文，创业板新能源ETF华夏（159368）成交额超4000万，位居同类产品第一。 创业板新能源ETF华夏（159368）是全市场跟踪创业板新能源指数的规模最大ETF基金。创业板新能源 指数主要涵盖新能源和新能源汽车产业，涉及电池、光伏等多个细分领域。创业板新能源ETF华夏 （159368）弹性最大，涨幅可达20cm；费率最低，管理费和托管费合计仅为0.2%；规模最大，截至 2025年10月16日，规模达10.85亿元；成交额最大，近一月日均成交8576万元。其储能含量达51%，固 态电池含量达30%，契合当下市场热点。 （文章来源：每日经济新闻） 消息面上，近日，我国光伏技术迎来里程碑式突破。南京大学与相关研究院联合团队，在国际顶级期刊 《自然》发表研究成果，首次将全钙钛矿叠层光伏电池的光电转化效率提升至30.1%。该研究创新性地 运用太赫兹探测技术，精准诊断并优化了电池内部的载流子传输行为，为下一代高 ...

我国太赫兹探测钙钛矿光伏技术登上权威期刊《自然》 太赫兹辐射探测诊断结果清晰揭示了偶极钝化策略在促进电荷传输、抑制损耗等方面的微观机制。实验 数据显示，经钝化处理的钙钛矿薄膜，总载流子迁移率提升68%以上，载流子扩散长度延长近30%。 太赫兹技术指导制备高效率全钙钛矿叠层光伏电池。（受访者供图） 经国际权威第三方机构认证，用钝化处理技术制备的新型全钙钛矿叠层光伏电池，光电转化效率达 30.1%，这是此类电池效率首次突破30%，目前已被国际《太阳能电池效率表》收录。 论文第一作者、南京大学现代工程与应用科学学院助理教授林仁兴表示，此次研究凸显了太赫兹光谱技 术在揭示载流子本征物理特性方面的独特优势，为未来设计高效材料提供了新的技术路径。 来源：新华社 （文章来源：中国证券报） 我国下一代光伏技术取得新进展，南京大学谭海仁团队和国防科技创新研究院常超团队联合运用太赫兹 技术，对全钙钛矿叠层光伏电池内部载流子输运行为实现精准、无损探测。改进后的电池光电转化效率 突破30%，国际权威学术期刊《自然》10月28日在线发表相关研究论文。 这是南京大学等单位研制的光电转化效率30.1%全钙钛矿叠层光伏电池。（受访者供图） ...

据谭海仁介绍，钙钛矿光伏电池长期难以提升光电转化效率，主要难在无法精确探测和调控钙钛矿材料中的载流子。 我国太赫兹探测钙钛矿光伏技术登上权威期刊《自然》 太赫兹技术指导制备高效率全钙钛矿叠层光伏电池。（受访者供图） 我国下一代光伏技术取得新进展，南京大学谭海仁团队和国防科技创新研究院常超团队联合运用太赫兹技术，对全钙钛矿叠层光伏电池内部载流子输运行 为实现精准、无损探测。改进后的电池光电转化效率突破30%，国际权威学术期刊《自然》10月28日在线发表相关研究论文。 经国际权威第三方机构认证，用钝化处理技术制备的新型全钙钛矿叠层光伏电池，光电转化效率达30.1%，这是此类电池效率首次突破30%，目前已被国 际《太阳能电池效率表》收录。 这是南京大学等单位研制的光电转化效率30.1%全钙钛矿叠层光伏电池。（受访者供图） 而常超团队开发的非接触式、无损太赫兹辐射探测光谱表征技术，通过数十次实验有效解决了这一难题。太赫兹光子具有亚带隙能量特性，能够特异性地 探测钙钛矿中自由载流子浓度，不会引发带间跃迁干扰。同时，太赫兹场振荡与载流子动量弛豫的皮秒级同步特性，为研究载流子输运行为提供了独特的 时间分辨能力。 此次研究中 ...

Group 1: Green Economy and Sustainable Development - The Ministry of Commerce announced the establishment of a comprehensive cooperation framework under the China-ASEAN Free Trade Area 3.0, defining key areas such as green economy, renewable energy, and sustainable finance [2] - Eight priority cooperation areas were established, including green trade, green investment, circular economy, and sustainable energy, aimed at promoting mutual development between environment and trade [2] Group 2: Renewable Energy Projects - The world's highest pumped storage power station, located in Jiangsu, has commenced full operation, with a total installed capacity of 1.35 million kilowatts and an estimated annual power generation of 1.35 billion kilowatt-hours [4] - The first synchronized river diversion of two large hydropower stations in the Yalong River Basin marks a significant milestone in hydropower development, enhancing overall efficiency [3] Group 3: Technological Advancements in Energy - A breakthrough in the industrial preparation of key materials for controlled nuclear fusion has been achieved, which is crucial for the development of clean energy [4] - The efficiency of all-perovskite tandem solar cells has surpassed 30%, showcasing advancements in next-generation photovoltaic technology [5] Group 4: International Energy Developments - Google announced plans to restart a nuclear power plant in Iowa to supply power for its AI infrastructure, indicating a shift in energy sourcing for tech companies [6] - The International Energy Agency reported a significant decline in Russian natural gas exports to Europe, with pipeline gas exports down by 45% [6]

Core Viewpoint - China's next-generation photovoltaic technology has made significant progress with the development of a perovskite tandem solar cell that achieves a power conversion efficiency of over 30%, as published in the prestigious journal "Nature" [1][5]. Group 1: Technological Advancements - The research teams from Nanjing University and the National Defense Science and Technology Innovation Research Institute utilized terahertz technology to accurately and non-destructively detect the carrier transport behavior within perovskite solar cells [1][3]. - The newly developed non-contact terahertz radiation detection technique effectively addresses the long-standing challenge of improving the power conversion efficiency of perovskite solar cells by allowing precise detection of free carrier concentration without interference from band-to-band transitions [3][5]. Group 2: Experimental Findings - The study identified that the interface between the perovskite light-absorbing layer and the hole transport layer is a significant area for carrier loss. To mitigate this, the researchers designed a dipole passivation layer that facilitates carrier movement towards the hole transport layer [3][5]. - Experimental results indicated that the passivated perovskite films exhibited an increase in total carrier mobility by over 68% and an extension of carrier diffusion length by nearly 30% [3]. Group 3: Recognition and Future Implications - The new perovskite tandem solar cell, certified by an international third-party organization, has achieved a power conversion efficiency of 30.1%, marking the first time this type of cell has surpassed the 30% efficiency threshold, and it has been included in the international "Solar Cell Efficiency Table" [5]. - The research highlights the unique advantages of terahertz spectroscopy in revealing intrinsic physical properties of carriers, providing a new technical pathway for the design of efficient materials in the future [5].

Core Insights - China's wind and solar power installed capacity reached 1.482 billion kilowatts in the first quarter of this year, surpassing thermal power for the first time, marking a significant milestone in the country's energy structure adjustment [1] - The transformation of the wind and solar industry reflects China's commitment to advancing its energy revolution, focusing on building a clean, low-carbon, safe, and efficient energy system [1][2] - Innovation is key to unlocking energy transformation, with China achieving numerous world records in wind and solar technology, including the largest offshore wind turbine and the highest wind turbine tower [2] - China is actively participating in global green energy projects, collaborating with over 100 countries to promote sustainable development and clean energy technology [3] Group 1 - The installed capacity of wind and solar power in China has historically surpassed that of thermal power, indicating a deep adjustment in the energy structure [1] - The wind and solar industry's success is a reflection of China's practical actions towards energy revolution and high-quality development [1] - The commitment to innovation has led to breakthroughs in materials, design, and technology within the wind and solar sectors [2] Group 2 - China's efforts in renewable energy are not only focused on domestic development but also aim to benefit the global community, showcasing a commitment to global green transformation [3] - The country has established the largest and most complete renewable energy industrial chain, facilitating the export of solar and wind technology [3] - International recognition of China's leadership in renewable energy highlights its role as a significant contributor to global sustainable development [3]