新的一年，企业创新步伐将持续加速。"接下来，我们将瞄准更高目标，让每缕阳光释放更大能量。"范 斌说，企业正在相关部门指导下筹备上市，助推创新技术加速产业化，让钙钛矿光伏组件源源不断地走 出车间，走向世界。 在昆山，通过分类建库、梯次激励，不同发展阶段的企业都能获得政策支持。昆山高新技术企业已突破 3500家，专精特新企业超1000家，战略性新兴产业产值占比达61%。不久前，昆山发布300多项融入长 三角一体化发展合作场景，涵盖数字经济、先进制造等领域，以实际行动诠释"一体化"与"高质量"的深 刻内涵。 （文章来源：人民日报） 新年伊始，走进位于江苏昆山的协鑫光电材料有限公司钙钛矿光伏组件生产厂区，科技感扑面而来—— 千级洁净"黑灯"车间内，全自动生产线安静运转，机械臂轻轻抓起玻璃基板，精准送入镀膜设备"腹 中"；设备内部，钙钛矿材料以纳米级精度均匀附着，光影交错间，玻璃基板上"长出"一个个高效的发 电单元。 "这个生产基地自去年6月投产以来，基本上处在人歇机器不歇的状态，满负荷生产。"协鑫光电董事长 范斌介绍，岁末年初，老客户不断增购，新客户也慕名而至，订单生产计划已排到今年下半年。 眼下，整个厂区洋溢着开年 ...

12月22日，BOE（京东方）"焕新2026"年终媒体智享会收官站在武汉圆满落地。作为贯穿上海、成都、深圳三站后的压轴活动，本次会议以"焕新·向远而 行"为核心主题，聚焦显示产业的可持续发展路径，全面展示BOE（京东方）在绿色技术、低碳运营与社会责任方面的丰硕实践成果，以及在钙钛矿光伏、 智慧能源等领域的关键布局，为行业迈向可持续发展提供战略指引。BOE（京东方）副总裁、首席品牌官司达，京东方能源科技股份有限公司董事长马亮， BOE（京东方）新材料业务首席运营官、合肥京东方光能科技有限公司总经理寇建龙，武汉京东方光电科技有限公司常务副总经理刘子源等领导出席活动， 共话产业绿色未来。 四大维度协同 绘就"焕新2026"产业蓝图 面对全球市场新趋势，BOE（京东方）正积极将技术实力转化为更具感知度的品牌价值主张。此次年终媒体智享会，BOE（京东方）从AI、技术、生态、 可持续四大维度全面勾勒"焕新2026"的完整蓝图。在"AI焕新"方面，BOE（京东方）AI+战略，为"屏之物联"战略注入核心动能；在"技术焕新"方面，BOE （京东方）依托ADS Pro、f-OLED、α-MLED三大技术品牌，不断驱动技术持续升级 ...

Group 1: Aluminum vs. Copper in Air Conditioning - The shift from copper to aluminum in air conditioning systems is driven by the copper-aluminum price gap, energy efficiency standards upgrades, and refrigerant replacements, with microchannel technology becoming increasingly prevalent[3] - The competitive landscape for microchannel heat exchangers is dominated by three players: Sanhua, Mahler/Delphi, and Danfoss[3] - Sanhua's revenue growth has slowed, indicating a need for innovation and adaptation in the market[14] Group 2: Nuclear Fusion Developments - The nuclear fusion sector is expected to accelerate due to continuous technological breakthroughs and policy support, with significant project milestones achieved in 2025[19] - The global nuclear fusion market is projected to reach approximately $479.5 billion by 2029, with a total of 196 fusion devices expected by 2035[40][42] - Key investment opportunities in nuclear fusion include core supporting entities and high-value segments within the supply chain, such as superconducting magnets and power systems[46] Group 3: Commercial Aerospace - The commercial aerospace sector is witnessing stable or potentially increasing core players due to cost reduction trends, with a focus on satellite manufacturing and launch services[3] - The domestic satellite constellation projects, such as G60 and GW, are set to significantly increase satellite launches, with G60 planning to deploy 1,296 satellites by the end of 2027 and 15,000 by 2030[60] - The market for satellite services and ground equipment is expected to dominate, accounting for over 90% of the commercial aerospace value chain[52]

无锡宛山湖畔，极电光能建设的钙钛矿光伏园区屋顶、幕墙、车棚与围栏上都布满了钙钛矿光伏组 件。"整个园区数百米的围墙由3000余块钙钛矿光伏组件构成，总装机容量256千瓦，年发电量达16.8万 千瓦时，相当于每年减排108吨二氧化碳。"极电光能副总裁杨生介绍，这种"围栏即电站"的设计，将传 统工业建筑的边界转化为能源生产单元，打破了建筑与能源系统的物理隔阂。 目前，极电光能生产的钙钛矿光伏组件在上海、广州、合肥等多个城市实现多场景商业化应用。"公司 将持续布局钙钛矿整线全生命周期服务，以创新技术助力钙钛矿光伏产业化进程进一步提速。"姜伟龙 说。(经济日报记者 薛海燕 蒋 波) "在生产实践中，我们依托自主研发的钙钛矿量产技术整体解决方案以及稳定性成套解决方案，针对大 面积制备、高效率与高稳定性等方面，提出了长期有效的可持续提升方案。"姜伟龙说。今年2月初，极 电光能建设的吉瓦级钙钛矿光伏组件生产线投产运行，组件面积2.81平方米，尺寸与晶硅产品相当，效 率在17%以上。 "与传统晶硅材料相比，钙钛矿光伏组件具有转化效率上限高、迭代速度快、工艺流程短、原料成本低 等优势。"姜伟龙说，公司通过深度融合钙钛矿光伏技术 ...

Core Insights - The research team from Nanjing University, in collaboration with Renshuo Solar (Suzhou) Co., Ltd., has achieved significant breakthroughs in the production of perovskite solar cells, addressing challenges related to green solvent preparation and uniformity in film production [1][2] - Perovskite solar cells are recognized as a promising next-generation photovoltaic technology due to their low cost, high efficiency, low energy consumption, and flexible manufacturing capabilities, making them crucial for the green transition of energy structures [1] - The team has developed a mixed green solvent system and an innovative manufacturing process that enhances environmental friendliness during the production of perovskite photovoltaic components [1] Research and Development - The innovative mixed green solvent system consists of γ-valerolactone, dimethyl sulfoxide, and 2-methyltetrahydrofuran, which contributes to the environmental sustainability of the manufacturing process [1] - To overcome the "edge effect" that leads to poor crystallization quality at the edges of large-area perovskite films, the team introduced a "solvent-limited edge protection" strategy, ensuring uniform solvent evaporation across different regions of the film [1] Commercialization and Performance - The research team successfully produced a commercial perovskite photovoltaic module measuring 0.72 square meters, achieving a steady-state power conversion efficiency of 17.2%, setting a world record for 2024 [2] - This advancement is seen as a critical step towards the commercialization of perovskite solar cells, with the technology currently operating stably on a 150 megawatt pilot production line [2]

Group 1 - The A-share market opened lower on December 9, with the ChiNext New Energy ETF Huaxia (159368) experiencing a morning rise of 0.55% [1] - Notable stock performances included Dike Co., Ltd. rising by 8.50%, Junxin Co., Ltd. by 4.70%, and Sungrow Power Supply Co., Ltd. by 1.91% [1] - The trading volume of the ChiNext New Energy ETF Huaxia reached 35.04 million yuan, making it the top performer among similar funds [1] Group 2 - A significant breakthrough in clean energy technology was achieved by a research team led by Professor Tan Hairen from Nanjing University, in collaboration with the Renshuo Solar Energy Industrialization team, developing commercial-scale perovskite photovoltaic modules [1] - The new perovskite solar cells not only utilize environmentally friendly production methods but also achieve world-leading levels in both conversion efficiency and product reliability [1] - This research addresses key bottlenecks in the industrialization of perovskite solar cells, marking an important step towards commercialization [1] Group 3 - Guolian Minsheng Securities highlighted the advantages of perovskite batteries, including easy access to raw materials, low production energy consumption, concentrated supply chains, higher conversion efficiency, and the ability to be made into tandem cells [1] - Over the past 20 years, perovskite technology has rapidly caught up with silicon technology in laboratory efficiency, potentially achieving nearly double the efficiency of silicon cells [1] - The adjustable bandgap of perovskite allows it to be combined with other photovoltaic materials to absorb different wavelengths of light, further enhancing conversion rates [1] - The potential mass production cost of perovskite cells is lower, with capacity investment estimated at 500-700 million yuan/GW, which is less than that of silicon cells, with further cost reduction expected in the future [1] Group 4 - The ChiNext New Energy ETF Huaxia (159368) is the largest ETF fund tracking the ChiNext New Energy Index, covering various sectors including batteries and photovoltaics [2] - The fund has the highest elasticity, with a maximum increase of 20%, and the lowest fee rate, with a total management and custody fee of only 0.2% [2] - As of October 31, 2025, the fund's scale reached 829 million yuan, with an average daily trading volume of 90.05 million yuan over the past month [2] - The fund's storage content is 59%, and solid-state battery content is 32%, aligning with current market trends [2]

破解关键难题！钙钛矿太阳能电池商业化更进一步。 来源：科技日报 供图：南京大学 End 欢迎分享给你的朋友！ 此外，团队创新性地提出"溶剂限制边缘保护"策略。据了解，团队在钙钛矿前驱体中引入 十四烷基三甲基氯化铵添加剂，这如同为钙钛矿薄膜边缘穿上"防护服"，确保薄膜不同区 域的溶剂挥发速度基本一致，从而使钙钛矿结晶更加均匀，提高组件量产效率。 基于上述方法，研究团队制备了0.72平方米的商用钙钛矿光伏组件。经美国可再生能源实 验室认证，其稳态光电转换效率达17.2%，创下了当时的世界纪录。 近一年来，经过不断的工艺迭代，近期，团队在量产0 . 7 2平方米商用钙钛矿光伏组件时， 将该组件的光电转换效率提升至22%。 此次研究突破了钙钛矿太阳能电池产业化的关键瓶颈，是推动其迈向商业化进程的重要一 步。 近日，南京大学谭海仁教授团队联合仁烁光能（苏州）有限公司，攻克了钙钛矿薄膜生产 中绿色溶剂制备以及薄膜制备均匀性的难题，实现了钙钛矿光伏组件光电转换效率和组件 长期运行可靠性的双重突破。12月5日，该成果刊发于国际学术期刊《科学》。 该研究中，团队创新性地设计了一种由γ -戊内酯、二甲基亚砜和2 -甲基四氢呋喃组 ...

编辑丨王多鱼 排版丨水成文 钙钛矿光伏 技术的商业化需要克服三大关键障碍：制造过程中有毒溶剂的使用、大面积钙钛矿薄膜的质量不 均问题，以及有限的工作可靠性。 2025 年 12 月 4 日，南京大学 谭海仁 / 肖科 团 队联合 国防科技创新研究院 常 超 研究员及 仁烁光能 的 研究人员，在国际顶尖学术期刊 Science 上 发表了题为： Improved solvent systems for commercially viable perovskite photovoltaic modules 的研究论文。 该研究开发了一种用于商业化 钙钛矿光伏组件制备的 三组分 绿色溶剂 体系，成功 制备出 7200 平方厘米 的稳定钙钛矿光伏组件，其功率转换效率经权威认证高达 17.2%。 为钙钛矿光伏技术的商业化生产开辟了 一条环境友好型路径。 在这项最新研究中，研究团队开发了基于 γ-戊内酯/2-甲基四氢呋喃/二甲基亚砜 （ GVL/2- MeTHF/DMSO ） 的三组分绿色溶剂，以代替 具有毒性的N,N-二甲基甲酰胺等溶剂， 并通过添加表面活性 剂使薄膜边缘区域保持均匀的蒸发速率。从而 通过优化离子配位与 ...

12月5日，南京大学谭海仁教授课题组与仁烁光能产业化团队的钙钛矿太阳能电池产业化成果在国际顶级学术期刊《Science》正式发表。 此项研究标志着我国在"双碳"目标引领下，于下一代光伏技术产业化领域取得里程碑式进展。研究团队所研制的平米级商业化钙钛矿光伏组件，不仅实现 了绿色环保制备，更在转换效率与产品可靠性方面双双达到世界领先水平，并获得国际权威认证，标志着这一新一代光伏技术突破了从实验室到产业化制 造的关键瓶颈，正式迈向规模化商业应用。 钙钛矿太阳能电池作为极具发展潜力的新一代光伏技术，以其成本低、效率高、能耗少、可柔性制备等优势，被视为推动能源结构绿色转型的重要方向。 然而，长期以来，该技术在大面积制备时的薄膜质量、环保工艺与长期可靠性，成为制约其从实验室走向产业化的重要瓶颈。 破解难题1：创新全绿色溶剂制备工艺 长期以来，钙钛矿的制备依赖有毒溶剂，环保问题制约其产业化。研究团队创新性地设计了一种由γ-戊内酯(GVL)、二甲基亚砜(DMSO)和2-甲基四氢呋喃 (2-MeTHF)组成的混合绿色溶剂体系，用于制备1.5eV带隙钙钛矿薄膜。 该体系安全、低毒、可生物降解，不仅实现了钙钛矿薄膜在空气中的环保制 ...

证券日报网讯12月4日，中国核电（601985）在互动平台回答投资者提问时表示，公司控股设立的中核 光电科技(上海)有限公司专注于钙钛矿光伏组件的研发和制造，目前已建成刚性1600×1200mm全自动量 产线，是行业内首条全国产化产线，产品技术指标处于行业领先水平。钙钛矿光伏产业是对中核集团新 能源领域高质量发展的重要技术支撑，随着钙钛矿产品逐步推广应用，将对业绩带来积极影响。 ...