纤纳光电全球首条百兆瓦钙钛矿生产线生产的光伏板，创下钙钛矿平米级商用组件效率世界纪录。 这些高效光伏板的技术提供者，正是杭州纤纳光电科技股份有限公司（以下简称"纤纳光电"）。这 家来自余杭的科技企业，凭借在钙钛矿光伏技术领域长达10年的默默耕耘，持续推进技术迭代升级，成 长为全球钙钛矿光伏技术领域的领航者。 当前，在"双碳"目标引领全球能源革命的时代浪潮中，中国新能源产业正经历从"跟跑"到"并跑"乃 至"领跑"的关键跃升。作为这场变革中重要的技术力量之一，钙钛矿光伏以其"轻、薄、柔、低"的特性 和逼近理论极限的转换效率，被公认为继晶硅之后的第三代光伏技术，更是新材料与绿色能源深度融合 的"明日之星"。 在"十五五"规划强调"强化新材料、新能源等战略性新兴产业引领"的背景下，纤纳光电所在赛道正 成为光电科技、新材料、绿色能源三大产业生态的交汇点，而当钙钛矿光伏走出实验室变为"产业实 景"的时候，其意义早已超越单一技术突破，成为杭州构建先进制造业体系的重要支点。 企业 "0.79平方米面积上的钙钛矿薄膜厚度波动小于3微米" 2025年5月，一篇重磅科研成果发表在《科学》杂志上，纤纳光电和高校创新团队联合研发的太阳 ...

Core Insights - The commercialization prospects of perovskite batteries are promising, with TCO conductive film glass accounting for over 30% of the cost structure [1] - Jinjing Technology, based in Zibo, Shandong, holds core technology for TCO conductive film glass and dominates the market share [1][6] - The company has filled domestic technological gaps and is collaborating with leading enterprises in the perovskite industry to drive systematic cost reductions [1] Company Overview - Jinjing Technology originated from the first industrialized flat glass production company in China, established over a century ago in Zibo [2] - The company has produced ultra-white glass with a transmittance rate exceeding 91%, significantly higher than ordinary glass [2][4] - The first ultra-white glass was produced in July 2005, breaking the long-standing reliance on imports and making prices more accessible [4] Product Development - The ultra-white glass production line has achieved significant advancements, including the world's largest single piece of ultra-white glass measuring 26 meters [4] - By 2025, the production line will be upgraded to produce ultra-white glass lengths of up to 30 meters with a transmittance rate of 92% [4] Industry Impact - The high transmittance of ultra-white glass enhances efficiency in green buildings and photovoltaic applications [5] - TCO conductive film glass is crucial for manufacturing perovskite solar cells, representing over 30% of their total cost [6] - Jinjing Technology has achieved full control over the production chain of TCO conductive film glass, overcoming technical challenges related to size, conductivity, and transmittance [6] Strategic Partnerships - Jinjing Technology has formed strategic partnerships with leading companies in the perovskite battery sector, such as GCL-Poly Energy [7] - The company’s TCO conductive film glass production lines are supplying major players in the perovskite battery market, capturing a significant domestic market share [7] Financial Performance - In the first three quarters of 2025, Jinjing Technology reported revenue of 3.461 billion yuan, a year-on-year decline of 31.63%, with a net profit loss of 270 million yuan, down 190.8% [8] - The company is focusing on cost reduction and efficiency improvements while promoting high-value-added products to prepare for future growth [8]

Core Insights - The COP30 summit in Brazil highlights China's commitment to green development and its leadership in global renewable energy efforts [1] - The 17th Wuxi International Renewable Energy Exhibition (CREC2025) showcases advancements in renewable energy and aims to engage the public and industry [1][2] Industry Development - The exhibition focuses on five key areas: energy equipment, energy infrastructure, green energy, AI+energy, and sustainable development (ESG), featuring six hot topics including solid-state batteries and zero-carbon parks [1][2] - The event includes seven industry matchmaking activities, attracting participants from various countries and regions, emphasizing global collaboration in renewable energy [2] Local Industry Strength - Wuxi has 321 large-scale renewable energy enterprises, with an industrial output value of 180.5 billion yuan and revenue of 148.65 billion yuan from January to September [4] - The city has nurtured 49 national-level "little giant" enterprises and established multiple innovation platforms, demonstrating strong innovation momentum in the renewable energy sector [4] International Collaboration - The unveiling of the "UN/International Organization Sustainable Procurement Service Center Wuxi Station" aims to facilitate access for Wuxi's quality renewable energy products to international public procurement markets [5] - Wuxi's overseas liaison centers cover all five continents, serving as a bridge for local enterprises to expand into international renewable energy markets [5] Future Prospects - The Global Green Low-Carbon Innovation Center, initiated by a prominent industry figure, aims to be a comprehensive international innovation platform focusing on renewable energy applications and technology development [6] - Wuxi's renewable energy industry is poised for further growth, attracting attention from both domestic and international markets [6]

Core Insights - In 2025, Guangyin Technology launched two unexpected products for the photovoltaic industry: the "solar cloak" and the "solar umbrella" [2] - The solar cloak, developed in collaboration with Anker Innovation, features a 30W perovskite solar panel and a 20W heating vest, showcasing innovative applications of solar technology [2] - The perovskite industry is entering a mass production phase, with several companies, including Guangyin Technology, announcing plans for GW-level production lines [3][4] Company Developments - Guangyin Technology's 200MW production line was completed in March 2025, with plans for a GW-level line underway [3][16] - The initial investment for a GW-level perovskite production line is approximately 1 billion yuan [4] - The company aims to differentiate itself by focusing on market needs rather than solely on mass production, as highlighted by its founder, Wen Yanjie [6][8] Market Strategy - Wen Yanjie believes that the traditional photovoltaic industry's reliance on mass production has led to unsustainable profits, advocating for a focus on true market demands [6][9] - The company has established a department named "MAKESENSE" to drive product commercialization [7] - Guangyin Technology is targeting applications in IoT devices, wearables, and smart home products, which are areas where traditional photovoltaic solutions struggle [6][10] Technological Advantages - Perovskite technology offers higher efficiency in smaller areas, with small-area components achieving up to 26.8% efficiency compared to 24.8% for traditional silicon solar panels [12] - Perovskite panels exhibit superior performance in low-light conditions, with a power generation capability that is 200% better than silicon panels in rainy weather [12] - The aesthetic flexibility of perovskite allows for various color options, enhancing product appeal [13] Production and Commercialization - Guangyin Technology has successfully broken multiple efficiency records for perovskite cells and is focused on scaling production while maintaining quality [14][15] - The company has secured significant funding for its production lines, including a multi-million A-round financing [16] - Current production capabilities are in place, but many companies are hesitant to scale due to insufficient orders [18] Customer Engagement - Guangyin Technology collaborates closely with clients to ensure products meet their specific needs, emphasizing a customer-centric approach [24][25] - The company is developing innovative solutions, such as integrating perovskite into camera housings to eliminate wiring, thus enhancing installation flexibility [20][21] - The focus on practical applications, such as solar-powered streetlights, demonstrates the company's commitment to cost-effective and efficient solutions [25] Market Potential - The perovskite market is projected to exceed 100 billion yuan, with significant opportunities in consumer electronics and IoT devices [25] - Guangyin Technology aims to leverage the growing demand for "wireless" solutions in the IoT space, positioning itself as a key player in this emerging market [22][25]