受利好消息影响，11月11日，A股钙钛矿电池概念板块大涨。同花顺数据显示，截至当日收盘，钙钛矿 电池概念板块整体涨幅达2.98%。其中，中来股份、拓日新能、中利集团、协鑫集成、国晟科技等多只 概念股涨停。 技术突破引领产业热潮 运行稳定性提升成为此次技术突破的亮点。据报道，此次研发的钙钛矿太阳能电池原型器件在1个标准 太阳光和最大功率输出点条件下持续运行1529小时后，仍可保持初始效率的86.3%。此外，器件在1个 标准太阳光与85℃光热耦合加速老化条件下，持续运行1000小时后仍能维持初始效率的82.8%。 万联证券投资顾问屈放在接受《证券日报》记者采访时表示，这次技术突破，在效率和稳定性这两个最 关键指标上同时取得了重大进展，为钙钛矿电池的产业化注入了强劲动力。 本报记者 向炎涛 殷高峰 根据中国科学院半导体研究所消息，近日，该所游经碧研究员团队在钙钛矿太阳能电池领域取得重要进 展，研发出光电转换效率为27.2%的钙钛矿太阳能电池原型器件，并显著提升了其运行稳定性，为钙钛 矿太阳能电池的产业化发展奠定了关键基础。 近年来，隆基绿能科技股份有限公司（以下简称"隆基绿能"）保持对前沿钙钛矿太阳能电池技术的持续 ...

能源结构的"绿色转身"，不仅优化了陕西的产业体系，更提升了保障国家能源安全的能力。前三季度， 陕西电力外送比例达三分之一，越来越多绿电正通过特高压通道输往全国。 （文章来源：科技日报） "截至今年9月底，全省可再生能源装机达6318万千瓦，历史性超过火电装机规模，占全省电力总装机 50.3%。"在陕西省新闻办日前举行的新闻发布会上，陕西省能源局综合处处长付智强介绍，今年前三 季度，陕西能源工业高位运行、支撑有力，增加值、投资分别增长8.3%、16%，整体呈现"稳、强、 新、绿"四大特点。 陕西能源结构何以更"绿"？付智强说，陕西扎实推动煤化工高端化、多元化、低碳化发展，陕煤榆林化 学二期、神华榆林循环经济煤炭综合利用两个"千亿级"项目延链补链有序推进；推动可再生能源跨越式 发展，风电光伏规模化开发利用稳步推进，总投资563亿元的5个抽水蓄能项目加快建设。 陕西能源结构性变化的背后，离不开科技创新对产业升级的有力驱动。陕西光伏企业前不久取得技术突 破：商用尺寸晶硅—钙钛矿叠层电池效率达33%、晶硅组件效率突破26%，双双刷新世界纪录，以科技 创新推动产业创新迈出坚实步伐。 ...

Group 1: Photon Industry - The "Chasing Light Plan" aims to illuminate new industrial tracks, with the first silicon photonics pilot line in Northwest China set to open in November, providing R&D and pilot services for various photonic innovations [3] - Since 2021, the photon industry has been recognized as a key industrial chain in Shaanxi, with the number of photon enterprises increasing from under 100 in early 2021 to 379 by 2024, and the industry scale growing from 15 billion to 36.5 billion [4] - The establishment of the Qin Chuang Yuan Photon Industry Innovation Cluster in 2024 aims to connect high-growth tech companies with resources and funding, enhancing the innovation ecosystem [4][5] - The application scenarios for the photon industry are expanding, including laser radar for vehicles, 3D sensing for smartphones, satellite communication, and precision manufacturing [4] Group 2: New Energy Vehicles - In the first three quarters of this year, Shaanxi's new energy vehicle exports reached 207,000 units, with an export value of 28.02 billion, marking year-on-year increases of 73.3% and 79.7% respectively [6] - The annual production of new energy vehicles in Shaanxi is projected to grow from 59,500 units in 2020 to 1.198 million units by 2024, representing a nearly 20-fold increase [6] - The automotive industry in Shaanxi has seen a rise in domestic supply rate from 32% in 2020 to 57% currently, with plans to exceed 1.5 million units in annual production by 2027 [9] Group 3: Solar Energy - Longi Green Energy ranked first in China's photovoltaic industry for R&D investment, reflecting the transformation of Shaanxi's photovoltaic sector from manufacturing to intelligent manufacturing [10] - The photovoltaic industry in Shaanxi has maintained the world's leading position in silicon wafer shipments for nine consecutive years, with a market share in photovoltaic modules also ranking first globally [11] - By 2025, the photovoltaic industry in Shaanxi is expected to achieve an annual output value exceeding 350 billion, contributing significantly to the energy revolution [11]

Group 1 - Leading photovoltaic and battery manufacturers like Longi and Jietai are accelerating the layout of new technologies such as BC batteries and silicon-perovskite tandem cells, implementing "smart transformation" and "machine substitution" to reduce costs and increase efficiency [1][3] - Traditional photovoltaic companies like Trina are rapidly transforming into smart energy solution providers, creating new growth points through energy storage businesses [1][4] - The Chuzhou-Ning intercity railway's distributed photovoltaic power generation and various new scenarios such as virtual power plants and zero-carbon parks are being developed, opening new avenues for the photovoltaic and energy storage industry [1][8] Group 2 - The advanced photovoltaic and new energy storage industry is crucial for the energy revolution and achieving carbon neutrality goals, with Anhui Province ranking third in comprehensive competitiveness in the photovoltaic and energy storage industry [2][4] - Since the second half of 2023, the photovoltaic industry in China has faced a temporary supply-demand imbalance, leading to significant price declines for products like silicon materials and photovoltaic glass, increasing operational pressures on companies [2][3] - Chuzhou's production of N-type batteries has reached 100%, with a higher capacity utilization rate than the national average, and the city is actively promoting technological upgrades and innovation in the photovoltaic sector [4][9] Group 3 - Companies are investing in smart manufacturing and automation, with Longi's investment of 200 million yuan in "smart transformation" leading to a 30% annual increase in production efficiency and a 99.8% yield rate [3][5] - The global photovoltaic installed capacity is projected to reach 5,457 GW by 2030, with China expected to exceed 3,000 GW, indicating significant growth potential in the industry [3][4] - Chuzhou is expanding its photovoltaic applications and market, with initiatives like the distributed photovoltaic project on the Chuzhou-Ning intercity railway, which can save approximately 3.12 million yuan in operating costs annually [8][9] Group 4 - The local government is supporting the photovoltaic industry through various policies, including the "Guiding Opinions on Promoting Renewable Energy Replacement Actions," which aim to foster healthy industry development [4][9] - Chuzhou is actively attracting projects in high-value segments of the photovoltaic industry chain, such as smart inverters and sodium-ion batteries, to enhance the resilience and growth of the entire industry chain [7][9] - The city has established a database of 70 key photovoltaic and energy storage enterprises, facilitating monitoring and support for project construction and capacity utilization [9][10]