Core Insights - The third International Perovskite Photovoltaic Industry Conference was held in Kunshan, marking a significant milestone for GCL-Poly Energy with the launch of its first full-size perovskite module, which measures 2400mm x 1150mm. This event signifies a transition from technological foresight to large-scale production in China's perovskite industry, injecting strong "Chinese momentum" into global energy structure transformation [1] Group 1 - The newly launched 2400mm x 1150mm perovskite module is the largest commercially produced product in the global perovskite sector, achieving breakthroughs in conversion efficiency, stability, and manufacturing costs [1] - GCL-Poly's perovskite tandem module utilizes a four-terminal stacking architecture, allowing compatibility with existing TOPCon, BC, and HJT production lines, enabling seamless collaboration between perovskite and silicon-based technologies [1] - GCL-Poly's General Manager highlighted the journey from initial laboratory breakthroughs to large-scale production, emphasizing the need to redefine cost reduction logic in the photovoltaic industry by maximizing material utilization [1] Group 2 - The successful launch of the 2.76m² perovskite module has three profound implications for the global perovskite industry: it confirms the maturity of perovskite technology, enhances efficiency and cost balance, and establishes industry standards for large-size modules [1] - The large module size increases power output per unit, significantly reducing balance of system (BOS) costs, which accelerates the decline in levelized cost of electricity (LCOE) and fosters synergy between perovskite and traditional silicon markets [1] - GCL-Poly's first-mover advantage in establishing size benchmarks for perovskite modules is expected to guide the industry from small-scale experiments to a new competitive phase focused on large size and high efficiency, promoting high-quality development in the global perovskite sector [1][2]

Core Viewpoint - The successful launch of the world's largest commercial perovskite solar module by GCL-Poly Energy Holdings marks a significant milestone in the transition of China's perovskite industry from technological foresight to large-scale production, injecting strong "Chinese momentum" into the global energy structure transformation [1] Group 1: Product Launch and Significance - GCL-Poly's 2400mm×1150mm perovskite module is the largest mass-produced commercial product in the global perovskite field, achieving breakthroughs in conversion efficiency, stability, and manufacturing costs [1] - The perovskite tandem module utilizes a four-terminal stacking architecture, compatible with existing TOPCon, BC, and HJT production lines, enabling seamless collaboration between perovskite and silicon-based technologies [1] - The launch represents a redefinition of cost reduction logic in the photovoltaic industry, emphasizing the need to break traditional material utilization limits to unlock the cost-reduction potential of perovskite technology [1] Group 2: Industry Implications - The successful mass production of large-sized modules confirms the maturity of perovskite technology, overcoming key industrial challenges such as uniform coating, defect control, and long-term reliability [1] - Increasing module size enhances single-module power output, significantly reducing balance of system (BOS) costs and further lowering levelized cost of electricity (LCOE), facilitating the complementary coexistence of perovskite and traditional silicon markets [1] - GCL-Poly's first-mover advantage establishes a benchmark for perovskite module sizes, potentially guiding the industry from "small-size experiments" to a new competitive phase focused on "large-size, high-efficiency" products, promoting high-quality development in the global perovskite industry [1] Group 3: Future Plans - GCL-Poly plans to accelerate the full-speed operation of its GW-level production line to release capacity, meet market demand, and enhance process efficiency and yield [2] - The company aims to collaborate with upstream and downstream partners to improve raw material supply, equipment manufacturing, and system integration, promoting coordinated development across the entire industry chain [2]