8月31日上午，多晶硅巨头协鑫科技举办半年度业绩说明会。协鑫科技首席财务官杨文忠在会上介绍， 随着行业整治内卷力度的加大和产业有序竞争的推进，在保持目前颗粒硅4万余元每吨售价的情况下， 公司8月底至9月左右可以恢复盈利，即公司报表层面的盈利。 协鑫科技管理层展望，未来多晶硅行业库存将慢慢下降，价格继续小幅上升。未来多晶硅价格于6万元/ 吨-8万元/吨区间运转的可能性较大。 此外，众多投资者在会上问及钙钛矿企业协鑫光电的IPO筹备进展和产业化进展。公司高管表示，中介 机构已进场工作数月，协鑫光电计划今年或明年申报港股IPO。协鑫光电董事长范斌则介绍，公司已于 8月完成GW级产线（一期500MW）投产，2026年公司的生产目标为GW线实现钙钛矿晶硅叠层组件量 产效率26%，销售目标为100MW。 范斌预计，2026年-2028年钙钛矿行业出货规模分别为百MW级、GW级、3GW-5GW。"当钙钛矿组件出 货量达到数GW级别时，其成本相比晶硅组件会很有竞争力。"范斌说。 协鑫科技预测即将恢复盈利 协鑫科技多晶硅出货量位列全球第二名。其恢复盈利的信号，直观体现了"反内卷"之成效。 记者查阅多晶硅前五大企业中四家上市公司 ...

Core Viewpoint - The mass production breakthrough of perovskite batteries is a landmark event signaling the arrival of a new era in photovoltaic technology [1][3]. Industry Insights - Leading figures in the photovoltaic industry, such as Zhu Gongshan and Gao Jifan, express strong optimism about perovskite technology, indicating it will unlock a low-carbon future and mark a new historical stage in the industry [3][4]. - The transition to mass production of perovskite tandem batteries is currently in the stages of production line construction and process breakthroughs, with an estimated timeline of 2-3 years for market validation [1][5]. Technological Advancements - Perovskite tandem components are theoretically 50% more efficient and 20% cheaper than traditional silicon components, with a carbon footprint reduction of over 50% [3]. - The expected revenue increase from a 1GW component cycle is estimated to be at least 2 billion yuan [3]. Market Dynamics - The global photovoltaic installation target set for 2030 by COP28 could lead to significant market expansion if perovskite tandem components are widely adopted [3]. - Companies like GCL-Poly and Trina Solar are investing heavily in perovskite technology, with Trina Solar aiming to lead in patent applications and innovations in this field [4][6]. Production and Sales Goals - GCL-Poly plans to complete equipment debugging for its 500MW production line by October, targeting a production efficiency of 26% by year-end, with sales projections of around 100MW for the following year [7]. - Renshou Energy is also focusing on the commercialization of perovskite tandem components, with expectations for mass production timelines aligning closely with those of silicon-perovskite tandem components [8][9]. Competitive Landscape - The industry is witnessing a shift from traditional silicon technologies to perovskite solutions, with companies like Renshou Energy and Guangyin Technology making significant strides in developing all-perovskite tandem components [9][10]. - Concerns about technology diffusion and competitive advantages are present, but companies believe that ongoing innovation will maintain their market positions [10][11].