科技日报讯 （记者王禹涵）"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。 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。 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。 ...

Core Insights - As of the end of September this year, the installed capacity of renewable energy in Shaanxi Province reached 63.18 million kilowatts, surpassing the installed capacity of thermal power for the first time, accounting for 50.3% of the province's total power generation capacity [1] Group 1: Energy Industry Performance - In the first three quarters, the energy industry in Shaanxi showed strong performance with an increase in value added and investment by 8.3% and 16% respectively, reflecting stability, strength, innovation, and greenness [1] - The structural transformation towards greener energy in Shaanxi is driven by the high-end, diversified, and low-carbon development of coal chemical industries, with significant projects like the Yulin Chemical Phase II and Shenhua Yulin Circular Economy Coal Comprehensive Utilization progressing steadily [1] Group 2: Renewable Energy Development - The province is promoting leapfrog development in renewable energy, with steady progress in large-scale wind and solar energy development, and five pumped storage projects with a total investment of 56.3 billion yuan accelerating construction [1] - Recent technological breakthroughs in Shaanxi's photovoltaic sector include commercial-sized silicon-perovskite tandem cells achieving an efficiency of 33% and silicon modules exceeding 26% efficiency, both setting world records [1] Group 3: Energy Security and Export - The green transformation of the energy structure not only optimizes Shaanxi's industrial system but also enhances its capability to ensure national energy security, with the province's electricity export ratio reaching one-third in the first three quarters, facilitating the transmission of more green electricity nationwide through ultra-high voltage channels [1]

Core Viewpoint - The enthusiasm for perovskite technology among companies stems from the realization that investments in crystalline silicon are often unprofitable, while the photovoltaic market presents significant opportunities, making perovskite the "only choice" [1][4]. Industry Trends - In the past three years, major photovoltaic companies and energy firms have entered the perovskite sector, with expectations for mass production to begin in 2025 [7]. - Companies like GCL-Poly and several startups are building gigawatt-level production lines, indicating a strong commitment to perovskite technology [3][8][9]. - Leading crystalline silicon manufacturers, including LONGi Green Energy and Trina Solar, have also invested in perovskite-silicon tandem cell research, with some already establishing hundred-megawatt production lines [10]. Market Space - Many domestic perovskite companies are targeting applications in areas like streetlights and carports, aiming to penetrate markets that crystalline silicon cannot easily cover [14]. - GCL-Poly has opted to replace crystalline silicon components directly in photovoltaic power plants, indicating a strategic focus on larger-scale applications [15]. - The efficiency of perovskite-silicon tandem cells is projected to reach up to 43%, significantly higher than current crystalline silicon efficiencies, which have not surpassed 26% [18][10]. Technological Complexity - Perovskite technology is considered more complex than crystalline silicon, which may delay the onset of competitive "involution" seen in the crystalline silicon market [5][24]. - The production of perovskite involves significant material innovations, requiring flexible manufacturing capabilities to adapt to new formulations [25][26]. - The transition from single-junction to tandem cells is crucial, as tandem cells can achieve higher efficiencies, but they also present additional technical challenges [28][29]. Future Outlook - The perovskite sector is expected to evolve significantly over the next decade, with the potential for substantial growth and innovation, unlike the stagnation seen in the crystalline silicon market [31].

Core Viewpoint - The increasing interest in perovskite solar cells is driven by the realization that investments in crystalline silicon are often unprofitable, making perovskite the "only choice" for companies in the photovoltaic market [3][4]. Industry Development - Over the past three years, major photovoltaic companies and energy firms have entered the perovskite sector, with expectations for mass production to begin in 2025. Companies like GCL-Poly and others are establishing GW-level production lines [4][6]. - GCL-Poly has set up a GW-scale production base for perovskite tandem modules, aiming for a 500MW production line by the end of the year [4]. - Other companies, including Renshou Energy and Xina Solar, are also planning to launch 500MW production lines within the year [4]. Technological Advancements - The theoretical efficiency limit for perovskite tandem cells is 43%, which is seen as a mainstream technology to surpass the efficiency limits of single crystalline silicon cells [5]. - Companies like LONGi Green Energy and Tongwei Co. are investing in perovskite-silicon tandem cell research, with some already establishing MW-level production lines [5][6]. Market Opportunities - Many domestic perovskite companies are targeting applications in areas like streetlights and carports, aiming to penetrate markets that crystalline silicon cannot easily cover [8]. - GCL-Poly is focusing on directly replacing crystalline silicon components in photovoltaic power stations, with a recent project in Qinghai utilizing perovskite components [9][10]. Cost and Efficiency Considerations - The production cost of perovskite is theoretically lower than that of crystalline silicon, but current production costs remain high due to limited capacity [11]. - The cost of components in photovoltaic systems is decreasing in significance, with balance of system (BOS) costs becoming more dominant [10]. Competitive Landscape - The photovoltaic industry has seen a shift from PERC to TOPCon and other technologies, leading to a situation where many companies are experiencing losses due to oversupply [13]. - The complexity of perovskite production may prevent it from entering a similar "involution" phase as seen with crystalline silicon technologies, as each new formulation represents a new product [14][15].