7 点击蓝字 关注" 中国电力报 " 2025年10月30日 Halva ▲ 图为国网新源江苏句容抽水蓄能电站上、下水库。 王威康 摄 01 ●新中国第一个大油田开发70年累计产原油4.7亿吨。据新华社消息，10月29日，新中国第一个大油田——位于准噶尔盆地的中国石油新疆油田迎来勘探开 发70周年。统计显示，70年来，新疆油田累计为国家生产原油4.7亿吨、天然气1121亿立方米，为保障国家能源安全加"油"增"气"。 行业新闻 ●2025年1~9月全国电力市场交易电量同比增长7.2%。10月29日，从国家能源局获悉，2025年9月，全国完成电力市场交易电量5732亿千瓦时，同比增长 9.8%。从交易范围看，省内交易电量4303亿千瓦时，同比增长7.2%；跨省跨区交易电量1429亿千瓦时，同比增长18.5%。从交易品种看，中长期交易电量 5331亿千瓦时；现货交易电量401亿千瓦时。绿电交易电量290亿千瓦时，同比增长42.9%。查看详情→ ●《中国海洋经济发展报告2025》发布。近日，国家发展改革委、自然资源部发布了《中国海洋经济发展报告2025》。《报告》总结了2024年全国与沿海 地方海洋经济发展情况，20 ...

Core Viewpoint - The development of all-perovskite tandem solar cells, which combine wide and narrow bandgap perovskite sub-cells, represents a significant advancement in next-generation photovoltaic technology, offering high efficiency and low cost [1]. Group 1: Nanjing University Research - A team from Nanjing University has developed an all-perovskite tandem solar cell with a power conversion efficiency of 30.1%, marking the first time that the efficiency of polycrystalline thin-film solar cells has exceeded 30% [3]. - The research utilized a dipole passivation strategy to enhance charge transport and reduce losses at the interface between the perovskite light-absorbing layer and the hole transport layer [3]. - Experimental data showed that the mobility of total carriers increased by over 68%, and the carrier diffusion length extended by nearly 30% after passivation treatment [3]. Group 2: Shanghai Jiao Tong University Research - A research team from Shanghai Jiao Tong University introduced a novel "matrix-confined molecular layer" for the hole transport layer, overcoming intrinsic limitations of traditional self-assembled monolayer systems [4]. - This new technology path addresses issues of film uniformity and interface stability in the preparation of perovskite photovoltaic modules [4]. - The collaboration with CATL's 21C Innovation Laboratory resulted in a large-size perovskite photovoltaic module (1m×2m) achieving a power conversion efficiency exceeding 20%, setting a world record in the field [4].

Core Viewpoint - The development of all-perovskite tandem solar cells, which combine wide and narrow bandgap perovskite sub-cells, represents a significant advancement in next-generation photovoltaic technology, offering high efficiency and low cost [1] Group 1: Technological Advancements - A new all-perovskite tandem solar cell has been designed using a dipole passivation strategy, achieving a record power conversion efficiency of 30.1%, marking the first time that polycrystalline thin-film solar cells have exceeded 30% efficiency [1] - This achievement has been certified by the Japan Electrical Safety & Environment Technology Laboratory and is included in the "Solar Cell Efficiency Table" [1] Group 2: Industry Implications - The dipole passivation strategy is expected to accelerate the transition of new perovskite photovoltaic technology from laboratory settings to industrial applications, playing a crucial role in the development of "grid parity" solar technology [1]

Core Viewpoint - The research presents a breakthrough in all-perovskite tandem solar cells with a record power conversion efficiency (PCE) of 30.6% through the implementation of a dipolar passivation strategy [3][6]. Group 1: Research Findings - The study developed all-perovskite tandem solar cells utilizing dipolar passivation, achieving a record PCE of 30.6% [3]. - The dipolar passivation strategy effectively reduced the trap density at the buried interface of mixed Pb-Sn perovskite, allowing for precise energy level alignment at the HTL/perovskite interface [5]. - This strategy enhanced Ohmic contact, facilitating efficient hole injection into the HTL while repelling electrons at the HTL/Pb-Sn perovskite interface [5]. Group 2: Performance Metrics - The carrier diffusion length was increased to 6.2 μm, resulting in a significant PCE improvement of the Pb-Sn perovskite solar cell to 24.9%, with an open-circuit voltage (Voc) of 0.911 V, a short-circuit current density (Jsc) of 33.1 mA cm⁻², and a fill factor (FF) of 82.6% [5]. - The dipolar passivation also alleviated contact losses caused by the interconnection layer of the tandem device, pushing the PCE of the all-perovskite tandem solar cell to 30.6%, with a certified steady-state efficiency of 30.1% [6].

Investment Rating - The report maintains a "Buy" rating for the machinery industry, indicating a positive outlook for investment returns over the next 6-12 months [1]. Core Insights - The machinery industry is experiencing a recovery in demand, particularly in the engineering machinery sector, with significant growth in excavator sales and a positive outlook for infrastructure investment [12]. - The humanoid robot sector is poised for breakthroughs in 2025, with expected mass production driving data collection and training improvements [5]. - The agricultural machinery market shows a significant increase in the market sentiment index, indicating strong demand growth [8][9]. - The report highlights the importance of domestic and international market dynamics, including the impact of U.S. inflation trends on machinery exports [10]. Summary by Sections Humanoid Robots - The humanoid robot company, Guanggu Dongzhi, is set to officially launch its products in May 2025, with plans to produce 300 units this year and a future target of 1,000 units annually [3]. - TARS, a startup in embodied intelligence, completed a $120 million financing round, marking the largest angel round in China's embodied intelligence sector [4]. - The report emphasizes the potential for mass production of humanoid robots to address data scarcity issues and enhance practical applications [5]. Machine Tools & Cutters - Japan's machine tool orders in February 2025 reached 118.215 billion yen, showing a year-on-year increase of 3.5% [6]. - China's metal cutting machine tool production in January-February 2025 was 103,000 units, up 14.4% year-on-year [6]. - The report suggests focusing on companies in the machine tool sector that are likely to benefit from improved economic conditions and government policies [7]. Agricultural Machinery - The agricultural machinery market sentiment index rose to 59.1% in February 2025, reflecting a 17.6 percentage point increase from the previous month [8]. - The report notes a significant increase in tractor exports, with a 19.7% rise in quantity and a 38.6% increase in export value compared to the previous year [9]. Engineering Machinery - Excavator sales in February 2025 reached 19,270 units, a year-on-year increase of 52.8%, with domestic sales up 99.4% [12]. - The report anticipates a recovery in demand for engineering machinery as infrastructure projects ramp up [12]. Mining Machinery Exports - China's mining machinery exports in February 2025 amounted to $430 million, a year-on-year increase of 13.5% [10]. - The report highlights the growth in China's overseas investments in mining, driven by high copper prices and increased capital expenditures [10]. Semiconductor Equipment - The report discusses the urgent need for domestic production of photolithography machines due to U.S. export controls on semiconductor equipment [14]. - The semiconductor equipment sector is expected to see significant revenue growth, with a projected 29% increase in total revenue for A-share semiconductor equipment companies in 2024 [14]. New Energy Equipment - A new 1GW photovoltaic project in Xinjiang has commenced, with an investment of approximately 3 billion yuan [15]. - The report notes advancements in solar cell technology, with a new record for conversion efficiency achieved by a Chinese company [16]. Low-altitude Economy and EVTOL - The report highlights the development of low-altitude logistics and tourism projects in major Chinese cities, marking a significant step in the low-altitude economy [17]. - The issuance of operation certificates for passenger-carrying drones indicates a new milestone in urban air mobility [17].