Core Viewpoint - Wanrun Co., Ltd. (002643) is actively engaged in the production of perovskite photovoltaic materials, which include hole transport layer materials, electron transport layer materials, perovskite layer materials, and SAMs materials, with existing capacity meeting downstream demand [1] Group 1 - The company has developed over 100 types of compounds in the perovskite photovoltaic materials sector [1] - Although the industry has not yet reached large-scale commercial application by 2025, the technology level of downstream perovskite photovoltaic components is continuously improving and moving towards industrialization [1] - The efficiency levels of perovskite photovoltaic materials are consistently increasing, and the company aims to support the development of downstream enterprises with high-quality materials [1]

格隆汇2月27日丨万润股份(002643.SZ)在投资者互动平台表示，公司钙钛矿光伏材料主要包括空穴传输 层材料、电子传输层材料、钙钛矿层材料、SAMs材料等，各类材料均有产品销售，公司现有产能能够 满足相关产品下游需求。目前公司在钙钛矿光伏材料领域，已开发了超100种化合物。2025年情况来 看，虽然行业下游尚未达到大规模商业化应用阶段，但下游钙钛矿光伏组件技术水平持续进步且向着产 业化迈进，效率水平持续提升，我们将继续以高品质的钙钛矿光伏材料助力下游企业更好发展。 ...

证券日报网讯 2月12日，万润股份在互动平台回答投资者提问时表示，公司钙钛矿光伏材料主要包括空 穴传输层材料、电子传输层材料、钙钛矿层材料、SAMs材料等，各类材料均有产品销售。目前公司在 钙钛矿光伏材料领域，已开发了超100种化合物。从2025年情况来看，虽然行业下游尚未达到大规模商 业化应用阶段，但下游钙钛矿光伏组件技术水平持续进步且向着产业化迈进，效率水平持续提升，公司 将继续以高品质的钙钛矿光伏材料助力下游企业更好发展。 （文章来源：证券日报） ...

Group 1 - The core viewpoint of the article is that Wanrun Co., Ltd. (002643.SZ) has confirmed the applicability of its perovskite photovoltaic materials in both perovskite solar cells and in the perovskite portion of perovskite/silicon (including HJT) tandem solar cells [1] Group 2 - The company is actively engaging with investors through an interactive platform to provide insights into its technological advancements [1] - The perovskite materials developed by the company are positioned to enhance the efficiency of solar energy conversion [1] - The integration of perovskite materials with existing silicon technologies could represent a significant innovation in the solar energy sector [1]

证券日报网讯2月5日，万润股份（002643）在互动平台回答投资者提问时表示，公司钙钛矿光伏材料主 要包括空穴传输层材料、电子传输层材料、钙钛矿层材料、SAMs材料等，各类材料均有产品销售。在 钙钛矿太阳能电池中，空穴传输层的主要功能是提取与传输光生空穴，并阻挡电子的反向迁移；电子传 输层的主要功能是提取与传输光生电子，并阻挡空穴的反向迁移。钙钛矿层的主要功能为吸收光实现光 能到电能的转换。自组装单分子层(SAMs)主要功能为界面修饰，优化钙钛矿太阳能电池性能。目前公 司在钙钛矿光伏材料领域，已开发了超100种化合物。2025年情况来看，虽然行业下游尚未达到大规模 商业化应用阶段，但下游钙钛矿光伏组件技术水平持续进步且向着产业化迈进，效率水平持续提升，公 司将继续以高品质的钙钛矿光伏材料助力下游企业更好发展。 ...

►盘后公告 2连板钧达股份：钙钛矿光伏技术在太空极端环境下的综合成本效益仍有待验证，与参股公司星翼芯能 在太空光伏方面未签订正式业务协议； 奥特维：目前"太空光伏"尚处初期探索和研发阶段，相关预期性利好对公司实际经营业绩的影响具有较 大不确定性； ►互动平台回应 中来股份：未来光伏产品应用拓展至太空等多元化场景是行业趋势，已经在积极推进适配不同场景的产 品自主研发或联合开发； 万润股份：钙钛矿光伏材料已实现供应，理论上可应用于太空钙钛矿太阳能翻板电池； 拓日新能：公司的晶硅电池产品在多年前曾供应过商业卫星使用，未来公司也将继续关注不同的光伏应 用场景； 光伏板块今日全线爆发，太空光伏方向掀涨停潮。其中，A股钧达股份收获2连板，港股钧达股份大涨 超51%，公司于盘后发布公告回应相关业务情况。此外，据不完全梳理，近期有十余家上市公司就太空 光伏相关业务布局在互动平台回应投资者关切。 阿特斯：在HJT和钙钛矿叠层等光伏电池技术方面有扎实的技术储备，具备HJT产品的批量化生产和交 付经验。太空光伏发展前景广阔，公司会持续跟踪商业航天市场机遇； 天合光能：在太空光伏相关的晶体硅电池（HJT等）、钙钛矿叠层电池、III- ...

1月23日，多家上市公司通过互动平台、披露投资者关系活动记录表等渠道披露公司在电池等方面最新 情况： 【电池】 航天动力：目前航天元新仅限于机加业务 楚江新材：子公司天鸟高新和顶立科技均为中国航天航空的合作伙伴 奥飞娱乐：公司目前持有北京诺亦腾科技有限公司约5.12%股权 拓日新能：公司晶硅电池曾供商业卫星使用 但近期并未签订此类业务新订单 万润股份：钙钛矿光伏材料已实现供应 理论上可应用于太空钙钛矿太阳能翻板电池 亿纬锂能（维权）：已与多家商业火箭、商业卫星领域头部企业达成合作 为其提供航天电池产品及解 决方案 【光伏】 中来股份：未来光伏产品应用拓展至太空等多元化场景是行业趋势，已经在积极推进适配不同场景的产 品自主研发或联合开发 【其他】 天箭科技（维权）：公司微波前端产业基地现已投产 南风股份：子公司正就3D打印业务进行多元化市场拓展 安凯微：公司部分产品已执行价格调整 北斗星通：直接应用到火箭和卫星的收入占比不足千分之一 ...

Core Viewpoint - Wanrun Co., Ltd. has successfully developed perovskite photovoltaic materials and is currently meeting downstream market demand with its production capacity [1] Group 1 - The company has achieved supply of perovskite photovoltaic materials and can theoretically apply them in space perovskite solar panel battery fields [1] - Currently, the downstream market is primarily in the product development or optimization stage, with the company optimistic about the future growth of perovskite solar cells [1] - The company's market development efforts are actively ongoing, having already supplied products to multiple downstream clients, and aims to provide quality products and technical support to more downstream enterprises in the future [1]

Core Viewpoint - The company has successfully developed perovskite photovoltaic materials and is currently supplying them to meet market demand, with potential applications in various fields, including space technology [1] Group 1: Product Development and Supply - The company has achieved supply of perovskite photovoltaic materials, indicating readiness to meet downstream market needs [1] - Current production capacity is sufficient to satisfy the demand from downstream customers [1] - The company is actively promoting market development and aims to provide high-quality products and technical support to more downstream enterprises in the future [1] Group 2: Market and Application Potential - Downstream activities are primarily focused on product development and optimization at this stage [1] - There is an expectation for the future growth of perovskite solar cells, highlighting the potential for expansion in this technology [1]

Group 1: Financial Performance - The company's revenue for the first three quarters of 2025 increased by approximately 2.31% year-on-year [2] - The net profit attributable to shareholders grew by about 3.27% compared to the same period last year [2] Group 2: Semiconductor Manufacturing Materials - The company has developed over 300 compounds in the semiconductor manufacturing materials sector, achieving a leading position domestically [3] - The new production capacity project at Wanrun Industrial Park (Phase II C05) includes approximately 751 tons of semiconductor photoresist-related materials, with construction expected to be completed by the end of this year [3] Group 3: Solid-State Battery Materials - The laboratory development of lithium sulfide, a key upstream material for solid-state battery electrolytes, has been completed [4] - The pilot production line construction is underway, aiming for completion by the end of June [4] Group 4: Perovskite Products - The company has developed over 100 compounds in perovskite photovoltaic materials, including hole transport layer materials and electron transport layer materials [5] - Although the industry has not yet reached large-scale commercialization, the technology level of downstream perovskite photovoltaic components is continuously improving [5] Group 5: High-Performance Polymers - The company has five main categories of high-performance polymer products, including PEI, TPI, and PEEK, with annual production capacities of 1,500 tons for PEI and over 100 tons for TPI and PI-5218 [5] - The PEEK product is currently in the downstream application verification stage, with an existing annual production capacity of approximately 100 tons [5]